CFA LEVEL I- Quantitative Methods
SKU: DK9587CB43A
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  • CFA LEVEL I- Quantitative Methods

Online Course


Basic Info           : Quantitative Methods Level                   : CFA LEVEL 1 Commitment     : 20 hour (10 sessions of 2 hours each) Language           : English Schedule Date:

What Will I Learn

When you are done with this course, you will be able to:

  • Learn quantitative concepts and techniques used in financial analysis and investment decision making.
  • Gain an in-depth understanding of the time value of money and discounted cash flow analysis that form the basis for cash flow and security valuation.
  • Attain the skills to unravel the complex characteristics of return distributions such as symmetry, skewness, and kurtosis.
  • Understand how descriptive statistics is used for conveying important data attributes such as central tendency, location, and dispersion.


Session 1

  • Time Value of Money
  •   • What is time value? The relationship (equation) between present value and future value
  •   • Solving TVM using your financial calculator
  •   • The 3 interpretations of an interest rate
  •   • The components of the interest rate (risk free, inflation, default risk, and other risk premiums)
  •   • Calculating the effective annual rate and dealing with non-annual compounding periods
  •   • Annuity calculations for ordinary annuities, annuity due, and perpetuities

Session 2

  • Discounted Cash Flows (DCF)- I
  •   • The Net Present Value (NPV) equation and calculating it on your financial calculator
  •   • A conceptual understanding of IRR and the ability to solve for IRR on your calculator
  •   • The pros/cons of IRR vs. NPV and an ability to compare/contrast the two
  •   • NPV/IRR decision rules, why they might yield different results for non-exclusive projects

Session 3

  • Discounted Cash Flows (DCF)- II
  •   • Calculating the Time Weighted Rate of Return (TWRR)
  •   • Comparing/contrasting when TWRR and MWRR (money weighted rate of return) would yield different values and which would have a higher/lower value given timing of cash flows and investment performance
  •   • Holding Period Return, Bank Discount Yield, Effective Annual Yield, Money Market Yield and the relationship between them

Session 4

  • Key Statistical Concepts-I
  •   • Basic difference between populations and samples
  •   • The Measurement Scales (NOIR)
  •   • Histograms and reading an Absolute, Relative, and Cumulative Frequency table
  •   • Measures of central tendency - Calculate mean, median, mode, geometric mean & know their relative values with left/right skew
  •   • Measures of dispersion - calculate range, variance, standard deviation semi-variance, and the coefficient of variation

Session 5

  • Key Statistical Concepts-II
  •   • Calculate a weighted average and compound return
  •   • Understand the normal distribution, its key properties, and the observations within X # of standard deviations
  •   • Be able to calculate and interpret confidence intervals
  •   • Be able to talk about positive and negative skew as well as kurtosis and what that means for risk and returns
  •   • Calculate and interpret the Sharpe ratio and Roys Safety First Criteria

Session 6

  • Probability & Probability Concepts-I
  •   • Define a random variable, an outcome, an event, mutually exclusive events, and exhaustive events;
  •   • State the two defining properties of probability and distinguish among empirical, subjective, and a priori probabilities;
  •   • State the probability of an event in terms of odds for and against the event;
  •   • Distinguish between unconditional and conditional probabilities;
  •   • Explain the multiplication, addition, and total probability rules;

Session 7

  • Probability & Probability Concepts-III
  •   • Calculate and interpret
  •         The joint probability of two events
  •         The probability that at least one of two events will occur, given the probability of each and the joint probability of the two events
  •         A joint probability of any number of independent events;
  •   • Distinguish between dependent and independent events;
  •   • Calculate and interpret an unconditional probability using the total probability rule;

Session 8

  • Probability & Probability Concepts-III
  •   • Explain the use of conditional expectation in investment applications;
  •   • Explain the use of a tree diagram to represent an investment problem;
  •   • Calculate and interpret covariance and correlation;
  •   • Calculate and interpret the expected value, variance, and standard deviation of a random variable and of returns on a portfolio;
  •   • Calculate and interpret covariance given a joint probability function;
  •   • Calculate and interpret an updated probability using bayes’ formula; identify the most appropriate method to solve a particular counting problem and solve counting problems using factorial, combination, and permutation concepts.

Session 9

  • Hypothesis testing -The 7 steps of constructing a hypothesis test
  •   • Defining / distinguishing between a null and alternative hypothesis
  •   • Understanding the rejection area for H-null, picking the right test statistic, and reading a t/z table for either a 1-sided or 2-sided test using a critical value in order to use a decision rule
  •   • The tradeoff between the level of significance and Type I/Type II errors
  •   • Distinguishing between a Type I/Type II error
  •   • Basic understanding of the p-value, chi-squared test, and F-test

Session 10

  • Technical Analysis - Key assumptions of technical analysis
  •   • How technical analysis differs from fundamental analysis
  •   • Line charts, Bar charts, Candlesticks, and Point/Figure Charts
  •   • Support & Resistance, Trend lines and Breakouts, and the idea of polarity
  •   • Reversal patterns - Head & shoulders, Double/Triple top & calculating price target from the move
  •   • Continuation patterns - Triangles, Rectangles, Flags/Pennants
  •   • Price-based indicators - moving averages, Bollinger bands,
  •   • Momentum oscillators - ROC, RSI, MACD, Stochastic
  •   • Sentiment indicators - Put/Call ratio, VIX, Margin Debt, Short interest ratio, Flow of Funds Indicator, New Equity Issuances
  •   • Elliot Wave Theory


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