CFA Level 1: Quantitative Methods
Master the mathematical, statistical, and probabilistic tools required to analyze asset returns, evaluate corporate projects, and interpret financial research. This course serves as the mathematical engine for the entire CFA Level 1 curriculum, covering Time Value of Money, descriptive statistics, probability theory, hypothesis testing, and an introduction to linear regression and modern data analytics. Emphasis is placed on practical calculation, financial calculator proficiency (TI BA II Plus or HP 12C), and conceptual interpretation as applied to real-world investment analysis. Aligned to the 6–9% CFA Level 1 exam weight.
- Level: beginner
- Duration: 4 weeks
- 9 sections
- Price: $20
Topics: time value of money, present value, future value, effective annual rate, annuity, perpetuity, money-weighted return, time-weighted return, cash flow additivity, implied forward rate, dividend discount model, implied growth rate, descriptive statistics, skewness and kurtosis, Sharpe ratio, target downside deviation, probability distributions, Bayes formula, expected value, conditional expectation, normal distribution, lognormal distribution, hypothesis testing, Type I and Type II error, confidence intervals, central limit theorem, bootstrap and jackknife, paired comparisons test, linear regression, ANOVA, prediction interval, CFA Level 1, quantitative methods, financial calculator
What's inside
- Quantitative Methods (CFA Level 1)
- Chapter 1: Time Value of Money and Return Calculations
- Chapter 2: Descriptive Statistics and Data Visualization
- Chapter 3: Probability Theory and Common Distributions
- Chapter 4: Sampling, Estimation, and Hypothesis Testing
- Chapter 5: Introduction to Linear Regression and Big Data in Finance
- Chapter 6: Portfolio Mathematics
- Chapter 7: Parametric and Non-Parametric Tests of Independence
- Chapter 8: Mock CFA Level I Exam — Quantitative Methods