Summary

Summary CFA Level 1 2023 - All-in-one Formula (with Graphs and CFA Calculator Instructions)

0 purchase

Course
CFA

Institution
CFA (CFA)

CFA Level 1 All-in-one Formulas across all topics - Full suite formulas across all topics - With graphs for Economics - With CFA Calculator instructions

[Show more]

Preview 6 out of 54 pages

View example

Uploaded on February 16, 2023
Number of pages 54
Written in 2022/2023
Type Summary

cfa level 1
cfa formula
formula
quantitative methods
economics
corporate issuers
portfolio management
equity investments
fixed income
derivatives
alternative investmen
cfa
financial statement analysis

$12.99

Add to cart

Add to wishlist

100% satisfaction guarantee
Immediately available after payment
Both online and in PDF
No strings attached

Quantitative methods

compounding
I -

.

Fun =
PV C l t MI ) m N

N
o
FV n =
p v er

2 .

Ordinary Annuity
Are [ ( I t ) / AT [I ]
N
FV = r -

]
I pv = -
n

N i N

l l T i r

P MT : A

CPT FV l CPT PV

3 .

Annuity Due

calculator
change setting of
-

2ND P MT

2ND ENTER

2ND CPT

, 4.
perpetuity
PV =
In
N 500 (
input a
very large
no .

)

5- Mean

i. Arithmetic (
population &
sample
: same )
I = ¥,
Xi

nii
Geometric
.

Rr)
T
( It RG )
=
C l t Ri ) C l t - -
-

C it RT )
iii.
Harmonic
I
In, ¥
E.
=
.

6 . Position
of percentile (
Py )
Ly = Cnt 1) ÷
ly Location
of penenti he
-
:

of
n :
total no . observations

y
:
% point (
e.g
.
3rd
quartile
=

75% )
9 b
if ly = -

,

96 9
X
Py
-

-
g =

Xi o
-
X
g
lo -
9

,7.
Dispersion
i. Mean Absolute Deviation )
( MAD

MAD =
¥ilx
n

population Variance
ii.

62
¥ = ,
( Xi -

u)
-

T

2ND 8 → I -
V

2ND 7

2ND CEI C

( No . ) ENTER N

2ND 8

iii.
Sample Variance

E,cxi-
S2 =

n
-
I

be
Degree offreedom

iv. Semi variance
-
=
( Xi -
I) I in -
i )

Senwranianre
v .

Target
FEB )
'
= ( Xi -
B) l Cn - i

, 8 .

Chebyshev 's
Inequality
with K d I I
proportion of observations
s -
.

1-
= I
K2
-

9 .

Coefficient of Variation

CV =
¥70 Sample s -
d .

skewness
Sample
10 n

(chin,] E.in/i--xj3s3
.

Sk =

Up samples - d .

11 Kurtosis

-tEnTn÷ Ei× E%i÷
.

ke
-

,

>

For normal distribution , kurtosis =3

-
'

. Excess kurtosis =
Kurtosis
-

3

, 12 .

Probability
i . P ( AB ) =
PLA l B ) PCB )

↳
joint probability probability of A
green
B

of A & B

ii.
p CA or B) =
PLA) t PCB ) -

P LAB)

iii. p ( s) t p ( Sc ) =
I
↳ event A
complement of
For exclusive & exhaustive events :

mutually
iv. n

P CA ) =
PLAS ) .
t
PLA Sr) t - -
-
t
p CAS n )
=p (
Al si ) pls ) , e - .
- t
PCAIsn ) pls )
n

Values
Expected
' 3 .

i.
Expected Value ELX ) =
FE PLX
,
; ) E.
hey
of
n
one

outcomes
possible
X
of
ii. Conditional
Expected Value

El x Is ) =
pcx , I s ) x ,
t - - - t Pl Xnl S) X n

iii. Total probability Rule

EU ) =
EL Xt si ) pls ) i t . . - t
Ecxlsn) pls ) n

be
exclusive &
mutually
exhaustive

, Pex y )
4
Joint probability Function
' ,
.

Cov ( RA IRB ) {§ Pl Rai RBJ ) ( Rai ERA) ( RB ERB
)
-

i -
=
,
-

,
PLX ) PLT)
independent if PLXT )
'

ii. x.
f
=

iii. x,
y uncorrelated if ELXT )
=
EL x ) ECT)

new
15
Bayes formulaPl BIA
→ '
.

seok
) PCA)
P ( A/B ) =

pl B) → new

16 .

Counting I
i. n !
= n ( n -
l
) Cn -

2) . . -

ii. n
objects labelled with K labels =
n.int#n .

iii. choose r
from n
, X order :
YC =
cn%
iv. choose r
from n , V order :
IP =
cn7

it Binomial Bln )
,
p
.

Mean
up
i. =

ii. Var
npcl p )
= -

↳ trials probability of success
of ! no -

n " ×

)
"
-

iii. PCX = x =
(n -
× , ! × ! P Cl -

p)

The benefits of buying summaries with Stuvia:

Guaranteed quality through customer reviews

Stuvia customers have reviewed more than 700,000 summaries. This how you know that you are buying the best documents.

Quick and easy check-out

You can quickly pay through credit card or Stuvia-credit for the summaries. There is no membership needed.

Focus on what matters

Your fellow students write the study notes themselves, which is why the documents are always reliable and up-to-date. This ensures you quickly get to the core!

Frequently asked questions

What do I get when I buy this document?

You get a PDF, available immediately after your purchase. The purchased document is accessible anytime, anywhere and indefinitely through your profile.

Satisfaction guarantee: how does it work?

Our satisfaction guarantee ensures that you always find a study document that suits you well. You fill out a form, and our customer service team takes care of the rest.

Who am I buying these notes from?

Stuvia is a marketplace, so you are not buying this document from us, but from seller Bankerinhongkong. Stuvia facilitates payment to the seller.

Will I be stuck with a subscription?

No, you only buy these notes for $12.99. You're not tied to anything after your purchase.

Can Stuvia be trusted?

4.6 stars on Google & Trustpilot (+1000 reviews)

68175 documents were sold in the last 30 days

Founded in 2010, the go-to place to buy study notes for 15 years now

Start selling