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如何找到五大银行工作
 
银行优雅办公环境,高薪好福利,竞争激烈,如何加拿大进入五大银行?
请报名参加由资深银行专家 BMO分支行长James的分享会:
如何进入加拿大五大银行
 
6月17日(周六)1:00 pm, 
定位电话:905-361-8881
 
【主讲人】James zhang
曾任职RBC皇家银行,是RBC最年轻的Branch Manager 之一。,现为BMO 支行行长  (BMO at Hwy10 and Dundas Branch), James 是不折不扣的新移民。 2010年5月落地多伦多,2010年8月就成功拿到了RBC皇家银行行长的Offer。短短三个月时间就在银行找到了专业工作,而且是很多人都认为不可思议的行长职位。James创造了新移民找工作的一个奇迹,这奇迹背后有哪些经验和技巧可供大家借鉴。
 
【讲座内容】:
1.银行支行内部都有哪些职位?
2.各种职位的任职条件是什么?
3.如何成功把握Telephone interview and face to face interview?
4.面试常见问题和回答思路
5.找工作当中的心态问题

 

 如何备战CFA考试

【主讲人】Roy Guo;十多年加拿大金融领域工作经验,现就职于加拿大最大金融集团投资风控部门。Roy Guo自2008年起在维多利亚从CFA一级和二级的教学工作,细致认真的讲解深受学员们的好评,每期的通过率均在80%以上。Roy Guo老师还利用业余时间为辅导学员们金融领域求职简历面试。过去的几年,已经有大量CFA一级二级通过学员成功找到相关工作。 

CFA Certificate Level 1

Study Session 1
Ethical and Professional Standards
 
1. Code of Ethics and Standards of Professional Conduct
2. Guidance for Standards I – VII
3. Introduction to Global Investment Performance Standards
4. Global Investment Performance Standards
 
Study Session 2: 
Quantitative Methods – Basic Concepts
 
5. Time Value of Money
6. Discounted Cash Flow Applications
7. Statistical Concepts and Market Returns
8. Probability Concepts
 
Study Session 3:
Quantitative Methods – Applications
 
9. Common Probability Distributions
10. Sampling and Estimation
11. Hypotheses Testing
12. Correlation and Regression
 
Study Session 4  
Microeconomic Concepts
 
13.  Elasticity
14.  Efficiency and Equity
15.  Markets in Action
16.  Organizing Production
17.  Outputs and Costs
 Study Session 5 
Economics
 
18.  Perfect Competition
19.  Monopoly
20.  Monopolistic Competition and Oligopoly
21.  Demand and Supply in Factor Markets
22.  Monitoring Cycles, Jobs, and the Price Level
23.  Aggregate Supply and Aggregate Demand
 
Study Session 6 
Macroeconomic Analysis
 
24.  Money, Banks, and the Federal Reserve
25.  Money, Interest, Real GDP, and Price Level
26.  Inflation
27.  Fiscal Policy
28.  Monetary Policy
 
Study Session 7
Financial Reporting and Financial Statement Analysis
 
29.   Financial Statement Analysis: An Introduction
30.   Financial Reporting Mechanics
31.   Financial Reporting Standards
 
Study Session 8
Understanding the Financial Statements
 
32.   Understanding the Income Statement
33.   Understanding the Balance Sheet
34.   Understanding the Cash Flow Statement
 
Study Session 9:
Assets and Liabilities
 
35. Analysis of Inventories
36. Analysis of Long-Lived Assets Part I:
      The Capitalization Decision
37. Analysis of Long-Lived Assets Part II:
      Analysis of Depreciation and Impairment
38. Analysis of Income Taxes
39. Analysis of Financing Liabilities
40. Leases and Off-Balance-Sheet Debt
 
Study Session 10:
Techniques, Applications, and
International Standards Convergence
 
41. Financial Analysis Techniques
42. Financial Statement Analysis: Applications
43. International Standards Convergence
 
Study Session 11 
Corporate Finance
 
44. Capital Budgeting
45. Cost of Capital
46. Working Capital Management
47. Financial Statement Analysis
48. The Corporate Governance of Listed Companies: A Manual for Investors
 
 
Study Session 12
Portfolio Management
 
49.  The Asset Allocation Decision
50.  An Introduction to Portfolio Management
51.  An Introduction to Asset Pricing Models
 
Study Session 13 
Securities Markets
 
52. Organization and Functioning of Securities Markets
53. Security Market Indexes
54.  Efficient Capital Markets
55. Market Efficiency and Anomalies
 
Study Session 14
Industry and Company Analysis
 
56. An Introduction to Security Valuation: Part I
57. Industry Analysis
58. Equity: Concepts and Techniques
59. Company Analysis and Stock Valuation
60. An Introduction to Security Valuation: Part II
61. Introduction to Price Multiples 
 
Study Session 15
Fixed Income Investments –Basic Concepts
 
62. Features of Debt Securities
63. Risks Associated with Investing in Bonds
64. Overview of Bond Sectors and Instruments
65. Understanding Yield Spreads
66. Monetary Policy in an Environment of Global Financial Markets
 
Study Session 16
Fixed Income Investments – Analysis and Valuation
 
67. Introduction to the Valuation of Fixed Income Securities
68. Yield Measures, Spot Rates, and Forward Rates
69. Introduction to the Measurement of Interest Rate Risk
 
Study Session 17 
Derivative Investments
 
70.  Derivative Markets and Instruments
71.  Forward Markets and Contracts
72.  Futures Markets and Contracts
73.  Options Markets and Contracts
74.  Swaps Markets and Contracts
75.  Risk Management and Applications of Option Strategies
 
Study Session 18
Alternative Investments
 
Study Session 19
Mock Exam
 
Study Session 20
Mock Exam Review


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CFA Certificate Level 2

 Study Session 1

ETHICAL AND PROFESSIONAL STANDARDS 
1.   Code of Ethics and Standards of Professional Conduct
2.   Guidance for Standards I – VII
3.   CFA Institute Soft Dollar Standards
4.   CFA Institute Research Objectivity Standards
 
Study Session 2 
ETHICAL AND PROFESSIONAL STANDARDS
 
5.   The Glenarm Company
6.   Preston Partners
7.   Super Selection
8.   Trade Allocation: Fair Dealing and Disclosure
9.   Changing Investment Objectives
10. Prudence in Perspective
 
Study Session 3
QUANTITATIVE METHODS FOR VALUATION
 
11. Correlation and Regression
12. Multiple Regression and Issues in Regression Analysis
13.  Time-Series Analysis
 
Study Session 4 
ECONOMICS FOR VALUATION
 
14.  Economic Growth
15.  Regulation and Antitrust Policy in a Globalized Economy
16.  Trading with the World
17.  The Exchange Rate and the Balance of Payments
18.  Currency Exchange Rates
19.  Foreign Exchange Parity Relations
20.  Measuring Economic Activity
Study Session 5 
FINANCIAL REPORTING AND ANALYSIS:
Intercorporate Investments
 
21.  Intercorporate Investments
 
Study Session 6 
FINANCIAL REPORTING AND ANALYSIS:
Post-Employment and Share-Based Compensation and Multinational Operations
 
22.  Employee Compensation: Post-Employment and Share-Based
23.  Multinational Operations
 
Study Session 7
FINANCIAL REPORTING AND ANALYSIS:
Earnings Quality Issues and Financial Ratio Analysis
 
24.  The Lessons We Learn
25.  Evaluating Financial Reporting Quality
26.  Integration of Financial Statement Analysis Techniques
 
Study Session 8
CORPORATE FINANCE
 
27.  Capital Budgeting
28.  Capital Structure and Leverage
29.  Dividends and Dividend Policy
 
Study Session 9
CORPORATE FINANCE:
Financing and Control Issues
 
30.  Corporate Governance
31.  Mergers and Acquisitions
 
Study Session 10
EQUITY VALUATION:
Valuation Concepts
32.  A Note on Asset Valuation
33.  Equity Valuation: Applications and Processes
34.  Equity: Markets and Instruments
35. Return Concepts
 
Study Session 11 
EQUITY VALUATION:
Industry and Company Analysis in a Global Context
 
36. Equity: Concepts and Techniques
37. The Five Competitive Forces that Shape Strategy
38. Industry Analysis
39. Valuation in Emerging Markets
40. Discounted Dividend Valuation
 
Study Session 12
EQUITY INVESTMENTS:
Valuation Models
 
41. Free Cash Flow Valuation
42. Market-Based Valuation: Price and Enterprise Value Multiples
43. Residual Income Valuation
44. Private Company Valuation
 
Study Session 13 
ALTERNATIVE ASSET VALUATION
 
45. Investment Analysis
46. Income Property Analysis and Appraisal
47. Private Equity Valuation
48. Investing in Commodities
49.  Evaluating the Performance of Your Hedge Funds
50.  Buyers Beware: Evaluating and Managing the Many Facets of the Risks of Hedge Funds
 
Study Session 14
FIXED INCOME:
Valuation Concepts
 
51.  General Principles of Credit Analysis
52. The Liquidity Conundrum
53. Term Structure and Volatility of Interest Rates
54.  Valuing Bonds with Embedded Options
 
Study Session 15
FIXED INCOME:
Structured Securities
 
55. Mortgage-Backed Sector of the Bond Market
56. Asset-Backed Sector of the Bond Market
57. Valuing Mortgage-Backed and Asset-Backed Securities
 
Study Session 16
DERIVATIVE INVESTMENTS:
Forwards and Futures
 
58. Forward Markets and Contracts
59. Futures Markets and Contracts
 
Study Session 17 
DERIVATIVE INVESTMENTS:
Options, Swaps, and Interest Rate and Credit Derivatives
 
60. Option Markets and Contracts
61. Swap Markets and Contracts
62. Interest Rate Derivative Instruments
63. Using Credit Derivatives to Enhance Return and Manage Risk
 
Study Session 18
PORTFOLIO MANAGEMENT:
Capital Market Theory and the Portfolio Management Process
 
64. Portfolio Concepts
65. A Note on Harry M. Markowitz’s “Market Efficiency: A Theoretical Distinction and So What?”
66. International Asset Pricing
67. The Theory of Active Portfolio Management
68. The Portfolio Management Process and the Investment Policy Statement


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