This playlist covers all topics explored in the Quantitative Methods section of the 2026 CFA Level 1 Curriculum.
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Formatting the Texas Instruments BA II Plus calculator for the CFA exam
Formatting the Texas Instruments BA II Plus calculator for the CFA exam walks you through the formatting changes which I…
1
Time Value of Money (TVM) - computing Future Value (for the CFA Level 1 exam)
Time Value of Money - computing Future Value (for the CFA Level 1 exam)
explores the TVM worksheet on the Texas Instrume…
2
Time Value of Money (TVM) - computing Present Value (for the CFA Level 1 exam)
Time Value of Money - computing Present Value (for the CFA Level 1 exam) explores the steps needed to calculate the PV u…
3
Time Value of Money (TVM) - computing the number of periods (for the CFA Level 1 exam)
Time Value of Money - computing the number of periods explores the steps needed to compute N (the number of periods) usi…
4
Time Value of Money (TVM) - computing the rate of interest (for the CFA Level 1 exam)
Time Value of Money - computing the rate of interest (for the CFA Level 1 exam) explores the steps needed to solve for I…
5
Time Value of Money (TVM) - annuities (for the CFA Level 1 exam)
Time Value of Money (TVM) - annuities (for the CFA Level 1 exam), explores using the TVM worksheet on the Texas Instrume…
6
Time Value of Money (TVM) - perpetuities (for the CFA Level 1 exam)
Time Value of Money (TVM) - perpetuities (for the CFA Level 1 exam), explores the universal formula for dealing with a c…
7
Time Value of Money (TVM) - unequal cash flows using the CF worksheet (for the CFA Level 1 exam)
Time Value of Money (TVM) - unequal cash flows using the CF worksheet (for the CFA Level 1 exam) examines the steps nece…
8
Time Value of Money (TVM) - computing PMT (for the CFA Level 1 exam)
Time Value of Money (TVM) - computing PMT (for the CFA Level 1 exam) explores using the TVM worksheet on the Texas Instr…
9
Time Value of Money (TVM) - solving more complex TVM problems (for the CFA Level 1 exam)
Time Value of Money (TVM) - solving more complex TVM problems (for the CFA Level 1 exam) explores two approaches to usin…
10
Determinants of interest rates for the CFA Level 1 exam
Determinants of interest rates (for the CFA Level 1 exam) explores the components of interest rates:
- the real risk-fre…
11
Rates of return - holding period return, arithmetic and geometric mean (for the CFA Level 1 exam)
Rates of return - holding period return, arithmetic and geometric mean (for the @CFA Level 1 exam) explores the mechanic…
12
Dealing with extreme values - harmonic, trimmed and windsorized means (for the CFA Level 1 exam)
Dealing with extreme values - harmonic, trimmed and windsorized means (for the CFA Level 1 exam) explores three ways of …
13
Special return measures (for the CFA Level 1 exam)
Special return measures (for the CFA Level 1 exam) explores the logic and mechanics of computing:
- gross and net retuns…
14
MWR and TWR money-weighted and time-weighted rates of return for the CFA Level 1 exam
MWR and TWR - money-weighted and time-weighted rates of return (for the CFA Level 1 exam) explores the computation and u…
15
Annualized returns (for the CFA Level 1 exam)
Annualized returns (for the CFA Level 1 exam) explores the annualization of returns for holding periods shorter than one…
16
Properties of the arithmetic mean (for the CFA Level 1 exam)
Properties of the arithmetic mean (for the CFA Level 1 exam) explores some of the critical properties of the mean as a m…
17
Mode and median (for the CFA Level 1 exam)
Mode and median (for the CFA Level 1 exam) explores the identification of these criticial measures of central tendency.
…
18
Dealing with outliers (for the CFA Level 1 exam)
Dealing with outliers (for the CFA Level 1 exam) discusses the recommended approaches to dealing with extereme values in…
19
Quartiles and quintiles (for the CFA Level 1 exam)
Quartiles and quintiles (for the CFA Level 1 exam) introduces an easy way to identify quartiles and quintiles in a set o…
20
Deciles and percentiles (for the CFA Level 1 exam)
Deciles and percentiles (for the CFA Level 1 exam) introduces an easy way to identify deciles and percentiles in a set o…
21
Measures of location continued (for the CFA Level 1 exam)
Measures of location continued (for the CFA Level 1 exam) discusses the approach to identifying quantiles when presented…
22
Range and Mean Absolute Deviation - MAD (for the CFA Level1 exam)
Range and Mean Absolute Deviation - MAD (for the CFA Level1 exam) explores the properties and computation of two measure…
23
Sample variance and sample standard deviation (for the CFA Level 1 exam)
Sample variance and sample standard deviation (for the CFA Level 1 exam) explores the properties and computation of two …
24
Downside deviation and coefficient of variation - CV (for the CFA Level 1 exam)
Downside deviation and coefficient of variation - CV (for the CFA Level 1 exam) explores the properties and computation …
25
Skewness (for the CFA Level 1 exam)
Skewness (for the CFA Level 1 exam) explores the consequences of positive skew and negative skew for the shape of a dist…
26
Kurtosis (for the CFA Level 1 exam)
Kurtosis (for the CFA Level 1 exam) explores the properties of mesokurtic, leptokurtic and platykurtic distributions in …
27
Correlation (for the CFA Level 1 exam)
Correlation (for the CFA Level 1 exam) discusses the computation and interpreation of covariance and correlation between…
28
Expected value and variance (for the CFA Level 1 exam)
Expected value and variance (for the CFA Level 1 exam) walks through the computation of expected value and variance when…
29
Probability trees and conditional expectations (for the CFA Level 1 exam)
Probability trees and conditional expectations (for the CFA Level 1 exam) walks through the computation of conditional e…
30
Bayes' formula (for the CFA Level 1 exam)
Bayes' formula (for the CFA Level 1 exam) walks through the application of Bayes' formula.
This video explores topics c…
31
Expected portfolio return (for the CFA Level 1 exam)
Expected portfolio return (for the CFA Level 1 exam) explores the computation of expected portfolio returns when provide…
32
Standard deviation and variance of expected returns (for the CFA Level 1 exam)
Standard deviation and variance of expected returns (for the CFA Level 1 exam) explores how to compute the two measures …
33
Covariance and correlation from a joint probability function (for the CFA Level 1 returns)
Covariance and correlation from a joint probability function (for the CFA Level 1 returns) explores how to derive both …
34
Portfolio variance for a two-asset portfolio (for the CFA Level 1 exam)
Portfolio variance for a two-asset portfolio (for the CFA Level 1 exam) explores the application of the variance formula…
35
Portfolio risk measures (for the CFA Level 1 exam)
Portfolio risk measures (for the CFA Level 1 exam) provides a walkthrough example of computing the safety-first ratio as…
36
Lognormal distribution and continuous compounding (for the CFA Level 1 exam)
Lognormal distribution and continuous compounding (for the CFA Level 1 exam) discusses the:
- properties of the lognorma…
37
Monte Carlo simulation and bootstrapping (for the CFA Level 1 exam)
Monte Carlo simulation and bootstrapping (for the CFA Level 1 exam) discusses:
- the steps involved in performing Monte …
38
Sampling methods (for the CFA Level 1 exam)
Sampling methods (for the CFA Level 1 exam) explores the concepts behind probability and non-probability sampling, most …
39
Central limit theorem and bootstrapping (for the CFA Level 1 exam)
Central limit theorem and bootstrapping (for the CFA Level 1 exam) explores the ideas behind the central limit theorem a…
40
Hypothesis testing overview (for the CFA Level 1 exam)
Hypothesis testing overview (for the CFA Level 1 exam) discusses:
- the steps involved in performing a hypothesis test,
…
41
Tests of a single mean (for the CFA Level 1 exam)
Tests of a single mean (for the CFA Level 1 exam) walks through a hypothesis test concerning a single mean value.
This …
42
Tests of the difference in means (for the CFA Level 1 exam)
Tests of the difference in means (for the CFA Level 1 exam) provides a walkthrough example of the hypothesis test employ…
43
Tests of the mean of differences (for the CFA Level 1 exam)
Tests of the mean of differences (for the CFA Level 1 exam) provides a walkthrough example of the hypothesis test employ…
44
Tests of a single variance (for the CFA Level 1 exam)
Tests of a single variance (for the CFA Level 1 exam) provides a walkthrough example of the chi-squared distribution bei…
45
Tests of the equality of two variances (for the CFA Level 1 exam)
Tests of the equality of two variances (for the CFA Level 1 exam) provides a walkthrough example of the F-distribution b…
46
Parametric versus nonparametric tests (for the CFA Level 1 exam)
Parametric versus nonparametric tests (for the CFA Level 1 exam) discusses the differences between the two types of test…
47
Parametric tests of a correlation (for the CFA Level 1 exam)
Parametric tests of a correlation (for the CFA Level 1 exam) provides a walthrough example of the Student's t-distributi…
48
Non-parametric tests of a correlation (for the CFA Level 1 exam)
Non-parametric tests of a correlation (for the CFA Level 1 exam) provides a walthrough example of computing the Spearman…
49
Tests of independence using contingency table data (for the CFA Level 1 exam)
Tests of independence using contingency table data (for the CFA Level 1 exam) provides a walkthrough example of the the …
50
Linear regression basics (for the CFA Level 1 exam)
Linear regression basics (for the CFA Level 1 exam) discusses the concept of simple linear regression.
This video explo…
51
Estimating the parameters of the simple linear regression - SLR (for the CFA Level 1 exam)
Estimating the parameters of the simple linear regression - SLR (for the CFA Level 1 exam) provides a qlakthrough exampl…
52
Assumptions of the linear regression model (for the CFA Level 1 exam)
Assumptions of the linear regression model (for the CFA Level 1 exam) discusses the four assumptions of the SLR:
- linie…
53
Analysis of variance and goodness of fit measures (for the CFA Level 1 exam)
Analysis of variance and goodness of fit measures (for the CFA Level 1 exam) explores:
- the SST (sum of squares total),…
54
Hypothesis tests of the slope coefficient (for the CFA Level 1 exam)
Hypothesis tests of the slope coefficient (for the CFA Level 1 exam) walks through the t-tests performed to:
- test the …
55
Hypothesis tests of the intercept (for the CFA Level 1 exam)
Hypothesis tests of the intercept (for the CFA Level 1 exam) explores topics covered in Lesson 4, Learning Module 10 of …
56
Analysis of variance and standard error of estimate (for the CFA Level 1 exam)
Analysis of variance (ANOVA) and standard error of estimate (for the CFA Level 1 exam) discusses the meaning and uses of…
57
Prediction using simple linear regression (for the CFA Level 1 exam)
Prediction using simple linear regression (for the CFA Level 1 exam) walks through:
- the computation of the standard er…
58
Functional forms for simple linear regression (for the CFA Level 1 exam)
Functional forms for simple linear regression (for the CFA Level 1 exam) discusses the uses of the:
- log-lin,
- lin-log…
59
How is fintech used in quantitative investment analysis (for the CFA Level 1 exam)
How is fintech used in quantitative investment analysis (for the CFA Level 1 exam) discusess:
- what fintech is,
- types…
60
Advanced analytical tools: AI and machine Learning (for the CFA Level 1 exam)
Advanced analytical tools: AI and machine Learning (for the CFA Level 1 exam) discusses the concepts and key features of…
61
Tackling big data with data science (for the CFA Level 1 exam)
Tackling big data with data science (for the CFA Level 1 exam) discusses:
- data processing methods,
- data visualizatio…