密集项目：金融与投资专题：
基于投行思维的金融投资分析---
资本定价、股票债券投资和风险对冲的综合研究
开始日期：2024-02-17
课时安排：4周在线小组科研学习+2周不限时论文指导学习
Prerequisites
适合人群
适合年级(Grade)：高中生/大学生
适合专业(Major)：
希望修读金融学、财务会计、经济、金融投资、股票期货投资等金融类专业的学生;
希望认识全球金融市场，了解热门投资产品，掌握核心价值投资理念的学生。
Instructor Introduction
导师介绍
Mick
南加州大学(USC)
终身教授
Program Background
项目背景
金融投资是一门复杂的学问：对投资标的的评估与了解，对投资风险的控制与规避，对投资心态的掌控等都会影响投资结果。学员将通过课程的学习，认识全球金融市场，了解热门投资产品，掌握核心价值投资理念;同时通过实战演练巩固学习成果，学会如何制定实用且科学的资本投资决策，规避风险、强化收益，从金融小白华丽转身为投资高手。美国知名金融经济学家、南加州大学马歇尔商学院终身教授将带领学生通过项目正确认识全球金融市场，全面了解投资产品的设计逻辑，深入掌握核心价值投资理念，从而学会如何制定实用且科学的投资组合决策，获得合理的金融投资收益。
Investing is a complex subject. The evaluation and understanding of investment targets, the control and avoidance of investment risks, and the control of investment mentality will all affect investment results. Through the study of the course, students will understand the global financial market and popular investment products, and master the core value investment concept; at the same time, they will consolidate their learning results through practice, and learn how to make practical and scientific capital investment decisions, avoid risks, and strengthen returns, turning into an investment expert from a green hand.
Program Description
项目介绍
学生将在项目中学习金融机构的职责与功能、核心估值方法、资产定价模型、金融异象与市场风险、各类产品估值与投资策略等知识。课程将重点分析各种投资产品的组合，例如股票、基金、期货期权，甚至包括实体投资例如房地产、贵金属。导师将深度剖析投资定价的模型，对比金融衍生品投资(例如股票期权债券)和银行存款的传统投资方式。项目将带领大家深入股票市场，利用实际数据深度阐述股票和其背后的金融投资方法，结合财务报表数据来分析多个股票的涨跌投资趋势。导师也会对比中美房地产投资的不同，结合自身丰富的投资经验，为学生带来深入浅出的投资理论和实践模拟。课程内容将结合CFA和CAIA认证的投资理论体系，为学生提供最前沿最科学的金融投资分析研究。最终课程将回到投资的本质问题：何时买，何时卖，投资什么?学生将在项目结束时，在给定的情景下，模拟制定最优的多元化投资决策，提交项目报告，进行成果展示。
Students will learn the responsibilities and functions of financial institutions, core valuation methods, asset pricing models, financial anomalies and market risks, various product valuations, and investment strategies in the program. The course will focus on the portfolio of investments including stocks, bonds, options and even real estate and gold. Various investment models will be provided. Real stock market data will be introduced to support the analysis of different stocks. The course will apply various financial ratios to provide a clear understanding of each stock and related investments. The professor will also introduce the investment theories regarding CFA and CAIA. At the end of the program, students will simulate the making of optimal diversified investment decisions under a given scenario, submit a project report, and present results.
Syllabus
项目大纲
金融市场总览与投资理论基础 Introduction of Investment
核心估值方法详析Approaches to Valuation models and behavior Financial
资产定价模型详析CAPM, APT and other Asset Pricing Models
金融财务比率分析Financial Ratio Analysis
金融分析师课程理论和多维度投资方式 Approaches to CFA/CAIA investment theories and various investments
金融异象与市场风险详析Anomalies & Risk in many dimensions
各类产品估值与投资(房地产，黄金，加密货币等)策略详析 Investing and Valuation of Commodities, Collectibles and Cryptocurrency
项目回顾与成果展示Program Review and Presentation
论文辅导Project Deliverables Tutoring
Program Outcome
项目收获
4周在线小组科研学习+2周不限时论文指导学习 共125课时
项目报告
优秀学员获主导师Reference Letter
EI/CPCI/Scopus/ProQuest/Crossref/EBSCO或同等级别索引国际会议全文投递与发表指导(可用于申请)
结业证书
成绩单
