⑴ 基金分析师,股票分析师,期货分析师,是属于金融学还是投资学还有那个市场营销是属于金融学还是经济学
分析师肯定要学投资学和,都涉及金融,市场营销学属于经济学
⑵ 投资学概论里面的基金是什么意思
基金是由基金公司募集,然后用于购买股票,债券,指数等,购买基金可以获得基金的收益
⑶ 关于投资学的一些问题
根据《证券投资基金管理暂行办法》的定义,证券投资基金是一种利益共享、风专险共担的属集合证券投资方式,即通过发行基金单位集中投资者的资金,由基金托管人托管,由基金管理人管理和运用资金,从事股票、债券等金融工具投资。证券投资基金具有集合投资、专业管理、组合投资、分散风险、利益共享、风险共担的特征,具有安全性、流动性等比较优势,是一种大众化、现代化的信托投资工具。
⑷ 证券分析,期货分析,还有基金分析,市场营销分别属于什么专业投资学还是金融学还是经济学高三毕业生
经济包括金融,金融包括投资,投资包括理财
⑸ 投资学大师,基金的选择方面应该注意什么,什么样的基金较好,基金与股票、其优势是什么
基金就是你不会炒股,把钱给基金公司让它帮你炒,如果基金公司赚了个版西瓜,会分个芝麻给你,权如果亏了那就亏你的,基金公司管理费,基金经理工资照拿,还会涨。
基金会让他自己以及七大姑八大姨的钱先投进去,然后拿你的钱帮他抬,最后它们先出,亏的就是投基金的傻瓜。这就叫老鼠仓
投资基金风险要大于股票,投资要靠自己
⑹ 投资学、基金、证券或者CFA 的英文简介
History of CFA Institute (CFA协会历史)
Early Investment Societies are Birthplace of CFA Institute
In 1925, financial analysts formed the Investment Analyst Society of Chicago to promote investment ecation and professionalism and to provide forums with corporate financial managers. In 1937, the New York Society of Security Analysts (NYSSA) was established by Benjamin Graham and others. In 1945, NYSSA began publishing The Analysts Journal, which was eventually renamed the Financial Analysts Journal (FAJ).
By 1947, analyst societies had formed in several other cities and four member societies — New York, Chicago, Boston, and Philadelphia — merged to create the National Federation of Financial Analysts Societies (NFFAS). As new societies formed, they also joined the NFFAS. In 1954, NYSSA transferred publication of the FAJ to the NFFAS. By the later 1950s, NFFAS included more than 20 member societies.
Evolution of the CFA Designation
Benjamin Graham had proposed the need for a rating designation for analysts as early as 1942. However, it wasn’t until 1959 that the NFFAS board formed the Institute of Chartered Financial Analysts (ICFA) to provide a certification of competence. The new ICFA was formally incorporated in 1961 and gave the first certification examination on 15 June 1963. The ICFA established a full set of three examination levels in 1964 and adopted a required code of ethics. NFFAS, which changed its name to the Financial Analyst Federation (FAF), began an increasingly sophisticated program of ecational and training programs in cooperation with its member societies. Before long, the ICFA was also promoting conferences, publishing books, and engaging in ecational endeavors.
Like-Minded Organizations Combine
Despite their common goals, the ICFA and the FAF were organized differently and had different memberships. The ICFA was run by its membership, which was restricted to those who held the CFA designation. The FAF, however, was a federation of societies. Most of its members held the CFA charter, although a number did not, and the FAF was controlled by its constituent societies, not directly by indivial members.
Nevertheless, the ICFA and the FAF worked closely together to improve the profession. By 1973, this cooperative effort resulted in a merger proposal. But it wasn’t until 1990 that the first formal merger step was taken, with the formation of the parent organization to both the ICFA and the FAF, the Association for Investment Management and Research (AIMR®). The ICFA and the FAF each continued to operate with separate boards and missions. The second step toward a merger occurred when the FAF moved its headquarters to shared space with the ICFA and AIMR.
Finally, in May 1999, the ICFA and the FAF were merged under AIMR, and the ICFA and the FAF ceased to exist. In May of 2004, the membership overwhelmingly voted to change the name to CFA Institute to align the organization with its core identity and to strengthen brand recognition.
参考一下吧,不知道能不能帮到你,关于CFA更多的咨询你可以去中国CFA网看看
⑺ 证券投资学求股票持有期间的应纳税额
证券就包含了股票、基金、债券。 股票是股份有限公司在筹集资本时向出资人公开发行的,用以证明出资人的股本身份和权利,根据股持有人所持有的股份数享有权益和承担义务的可转让的一种有价证券。 基金是我国近年新兴起的理财模式。基金在美国称之为共同基金,共同基金起源于英国,兴盛于美国。基金投资就是将小钱集成大钱,交给专业的人员管理,大家共同分享投资受益,分担投资风险。基金理财有以下的好处: 1、专业管理:基金都是通过专业人员来管理的,他们可以通过深入的分析作出投资决策,投资绩效比一般投资人高 2、分散投资:聚集了大家资金的基金规模大,实力雄厚,可以把钱分散投资于不同的投资标的,达到分散风险的目的。 3、管理安全:基金这个金融品种在设计上明确了投资与托管分离的原则。所以很多投资者愿意选择基金进行理财。 债券,通俗的讲就是到期还本付息的标明债权债务关系的凭证,可证明持有者有按约定的条件向发行人取得利息和到期的收回本金的权利。我国目前的债券主要有国债、金融债券、企业债券。投资债券的益处:1、返还性,债券一般都规定了偿还期限,到期一次性还本付息。2、流动性,债券持有人可以在二级市场转让而不会在价值上有很大的损失。3、安全性,债券的发行人一般是政府、信誉良好的公司或银行,因此安全性较高。4、收益性,债券的收益性高于银行存款,低于股票,但比股票收益稳健。 匿名
⑻ 电大证券投资学基金与股票和债券的区别
1、股票持有人是抄股东,债券持有袭人是债权人。
2、企业破产后,以清算资产清偿完债权人后才按剩余资产(债务)分配给股东。
3、股东享有董事会投票权,债权人没有。
4、股票收益主要来源于市场价格变动和分红、配、送等公司行为。债权收益主要来源于市场价格变动和利息收入。
5、债券价格变动直接受市场无风险利率变动影响(负相关)。股票价格受企业盈利能力及对未来盈利能力的期望两个主要因素影响。
6、第三方评级机构对债券的信用评级对债券的价格有重要影响。
7、股票票面是无结束期限的,债券是有结束期限的(永续债除外)。