Formatting the Texas Instruments BA II Plus calculator for the CFA exam

Time Value of Money (TVM) - computing Future Value

Time Value of Money (TVM) - computing Present Value

Time Value of Money (TVM) - computing the number of periods

Time Value of Money (TVM) – computing the rate of interest

Time Value of Money (TVM) - annuities

Time Value of Money (TVM) - perpetuities

Time Value of Money (TVM) - unequal cash flows using the CF worksheet

Time Value of Money (TVM) - computing PMT

Time Value of Money (TVM) - solving more complex TVM problems

Determinants of interest rates

Rates of return – holding period return, arithmetic and geometric mean

Dealing with extreme values - harmonic, trimmed and windsorized means

Special return measures

MWR and TWR money-weighted and time-weighted rates of return

Annualized returns

Properties of the arithmetic mean

Mode and median

Dealing with outliers

Quartiles and quintiles

Deciles and percentiles

Measures of location continued

Range and Mean Absolute Deviation – MAD

Sample variance and sample standard deviation

Downside deviation and coefficient of variation – CV

Skewness

Kurtosis

Correlation

Expected value and variance

Probability trees and conditional expectations

Bayes’ formula

Expected portfolio return

Standard deviation and variance of expected returns

Covariance and correlation from a joint probability function

Portfolio variance for a two-asset portfolio

Portfolio risk measures

Lognormal distribution and continuous compounding

Monte Carlo simulation and bootstrapping

Sampling methods

Central limit theorem and bootstrapping

Hypothesis testing overview

Tests of a single mean

Tests of the difference in means

Tests of the mean of differences

Tests of a single variance

Tests of the equality of two variances

Parametric versus nonparametric tests

Parametric tests of a correlation

Non-parametric tests of a correlation

Tests of independence using contingency table data

Linear regression basics

Estimating the parameters of a simple linear regresion

Assumptions of the simple linear regression model

Analysis of variance and measures of goodness of fit

Hypothesis tests of the slope coefficient

Hypothesis tests of the intercept

ANOVA and standard error of estimate

Prediction using simple linear regression

Functional forms for simple linear regression

How is fintech used in quantitative investment analysis

Advanced analytical tools: AI and machine learning

Tackling big data with data science