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金融考试考生套件

CFA®、FRM®、ACCA 与 CPA 考试学习计划、公式表、学习指南、股票推介、股票研究报告以及案例分析。

第 1 步

规划

  1. Exam Study Plan Template (CFA® Program, FRM®, ACCA, CPA)

    完整

    Key dates, topic weights for CFA® Program, FRM®, ACCA and CPA, KaTeX hours budget, Gantt calendar, mocks, spaced repetition, error log, PSM tracker, retrospective

    CFA® Program 2027 topic weights; FRM® 2026 study guide; ACCA redesign; CPA Evolution (names and weights as facts)
第 2 步

学习

  1. Finance Formula Sheet Template (KaTeX)

    完整

    KaTeX formulas for TVM, returns, statistics, portfolio and performance ratios, VaR and ES, bonds and duration, equity valuation, WACC and ratios, derivatives, 26 worked checks

  2. Study Guide Template

    标准

    Exam study guide: overview, topic confidence checklist, concepts, KaTeX formulas, practice Q&A, spaced repetition, exam-day plan

第 3 步

练习

  1. Stock Pitch Template (Long or Short Equity Idea)

    完整

    Recommendation and target, three-point thesis, variant perception, catalysts, bull/base/bear scenarios with KaTeX expected value, risks, sizing, exit triggers

    Buy-side practice; EU MAR Art. 20; SEC Regulation AC

  2. Equity Research Report Template (Reg AC, MAR Art. 20)

    完整

    Initiation report: key data, thesis, business, industry, financials, forecasts, valuation and target price, risks, ESG, Reg AC and MAR disclosures

    Regulation AC (17 CFR 242.500-505); MAR Art. 20; Delegated Reg (EU) 2016/958

  3. Finance Case Analysis Template (Case Method, Teaching Note)

    完整

    Decision maker and question, situation and issue diagnosis, WACC and NPV/IRR analysis, valuation, alternatives scoring, recommendation, implementation, teaching note

    Business-school case method (HBS, Ivey named only)

  4. Valuation Report Template (DCF, Comparables, Precedent Transactions)

    完整

    Business valuation: standard of value, normalisation, forecast, DCF and WACC, trading comps, precedents, asset approach, sensitivity, reconciliation

    IVS (effective 2025-01-31), structure aligned; IFRS 13 and ASC 820 by name

  5. Comparable Companies Analysis Template (Trading Comps)

    完整

    Trading comps study: peer screen, conventions, calendarisation, EV build, multiples, statistics and outliers, positioning, implied range, football field

    Market practice; IVS 103 market approach (structure aligned, number only)