Chartered Financial Analyst (CFA)
1 Ethical and Professional Standards
1-1 Code of Ethics
1-2 Standards of Professional Conduct
1-3 Guidance for Standards I-VII
1-4 Introduction to the Global Investment Performance Standards (GIPS)
1-5 Application of the Code and Standards
2 Quantitative Methods
2-1 Time Value of Money
2-2 Discounted Cash Flow Applications
2-3 Statistical Concepts and Market Returns
2-4 Probability Concepts
2-5 Common Probability Distributions
2-6 Sampling and Estimation
2-7 Hypothesis Testing
2-8 Technical Analysis
3 Economics
3-1 Topics in Demand and Supply Analysis
3-2 The Firm and Market Structures
3-3 Aggregate Output, Prices, and Economic Growth
3-4 Understanding Business Cycles
3-5 Monetary and Fiscal Policy
3-6 International Trade and Capital Flows
3-7 Currency Exchange Rates
4 Financial Statement Analysis
4-1 Financial Reporting Mechanism
4-2 Income Statements, Balance Sheets, and Cash Flow Statements
4-3 Financial Reporting Standards
4-4 Analysis of Financial Statements
4-5 Inventories
4-6 Long-Lived Assets
4-7 Income Taxes
4-8 Non-Current (Long-term) Liabilities
4-9 Financial Reporting Quality
4-10 Financial Analysis Techniques
4-11 Evaluating Financial Reporting Quality
5 Corporate Finance
5-1 Capital Budgeting
5-2 Cost of Capital
5-3 Measures of Leverage
5-4 Dividends and Share Repurchases
5-5 Corporate Governance and ESG Considerations
6 Equity Investments
6-1 Market Organization and Structure
6-2 Security Market Indices
6-3 Overview of Equity Securities
6-4 Industry and Company Analysis
6-5 Equity Valuation: Concepts and Basic Tools
6-6 Equity Valuation: Applications and Processes
7 Fixed Income
7-1 Fixed-Income Securities: Defining Elements
7-2 Fixed-Income Markets: Issuance, Trading, and Funding
7-3 Introduction to the Valuation of Fixed-Income Securities
7-4 Understanding Yield Spreads
7-5 Fundamentals of Credit Analysis
8 Derivatives
8-1 Derivative Markets and Instruments
8-2 Pricing and Valuation of Forward Commitments
8-3 Valuation of Contingent Claims
9 Alternative Investments
9-1 Alternative Investments Overview
9-2 Risk Management Applications of Alternative Investments
9-3 Private Equity Investments
9-4 Real Estate Investments
9-5 Commodities
9-6 Infrastructure Investments
9-7 Hedge Funds
10 Portfolio Management and Wealth Planning
10-1 Portfolio Management: An Overview
10-2 Investment Policy Statement (IPS)
10-3 Asset Allocation
10-4 Basics of Portfolio Planning and Construction
10-5 Risk Management in the Portfolio Context
10-6 Monitoring and Rebalancing
10-7 Global Investment Performance Standards (GIPS)
10-8 Introduction to the Wealth Management Process
2.1 Time Value of Money

2.1 Time Value of Money - 2.1 Time Value of Money

Key Concepts

Present Value (PV)

Present Value (PV) is the current worth of a future sum of money or stream of cash flows given a specified rate of return. It answers the question: "How much is a future amount worth today?"

Example: If you expect to receive $1,000 in one year and the interest rate is 5%, the PV is calculated as $1,000 / (1 + 0.05) = $952.38. This means that $1,000 in one year is worth $952.38 today.

Future Value (FV)

Future Value (FV) is the value of an asset or cash at a specified date in the future that is equivalent in value to a specified sum today. It answers the question: "How much will my money be worth in the future?"

Example: If you invest $1,000 today at an interest rate of 5% for one year, the FV is calculated as $1,000 * (1 + 0.05) = $1,050. This means that $1,000 today will be worth $1,050 in one year.

Interest Rates

Interest Rates are the cost of borrowing money or the return on lending money. They play a crucial role in determining PV and FV. Higher interest rates reduce PV and increase FV, and vice versa.

Example: If the interest rate increases from 5% to 10%, the PV of $1,000 in one year becomes $1,000 / (1 + 0.10) = $909.09, and the FV of $1,000 today becomes $1,000 * (1 + 0.10) = $1,100.

Compounding

Compounding is the process of earning interest on both the initial principal and the accumulated interest. It accelerates the growth of an investment over time.

Example: If you invest $1,000 at 5% interest compounded annually for two years, the FV is calculated as $1,000 * (1 + 0.05)^2 = $1,102.50. The interest earned in the second year includes interest on the interest earned in the first year.

Discounting

Discounting is the reverse of compounding. It calculates the present value of a future amount by reducing it by the interest rate. It is used to determine how much a future sum is worth today.

Example: To find the PV of $1,102.50 in two years with a 5% interest rate, the PV is calculated as $1,102.50 / (1 + 0.05)^2 = $1,000. This means that $1,102.50 in two years is worth $1,000 today.