Quantitative Methods for CFA Level I

Returns, discounting, statistics, inference, regression, and data techniques tested in Level I investment problems.

Quantitative Methods gives Level I its numerical language. The exam is rarely testing whether you can push buttons faster than everyone else. It is usually testing whether you can choose the right return measure, read a probability statement correctly, interpret a test result, or see what a regression output actually implies.

That is why this chapter is grouped into a few dense lessons instead of one page per learning outcome. The goal is to keep the ideas connected: discounting flows into valuation, statistics flows into portfolio thinking, and inference flows into how you judge evidence.

What This Topic Area Covers

  • rates, returns, compounding, and discounting
  • present value logic, implied rates, and no-arbitrage relationships
  • descriptive statistics, conditional probability, portfolio math, and simulation ideas
  • estimation, inference, hypothesis testing, and tests of independence
  • simple linear regression and introductory big-data terminology

Current Lesson Path

LessonOfficial module coverage boundaryWhat to focus on
Returns, Time Value, and No-Arbitrage LogicRates and Returns; Time Value of Money in FinanceReturn conventions, discounting, implied rates, and why cash flows add even when returns do not.
Statistics, Probability, and Portfolio MathStatistical Measures of Asset Returns; Probability Trees and Conditional Expectations; Portfolio Mathematics; Simulation MethodsCentral tendency, dispersion, conditional reasoning, diversification math, and scenario generation.
Inference and Hypothesis TestingEstimation and Inference; Hypothesis Testing; Parametric and Non-Parametric Tests of IndependenceSampling logic, test decisions, p-values, and what independence questions are really asking.
Regression and Big Data BasicsSimple Linear Regression; Introduction to Big Data TechniquesRegression output interpretation, assumptions, and the Level I version of data-science vocabulary.

In this section