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CFA® Level I Quantitative Methods: Visual Walkthroughs

CFA® Level I Quantitative Methods: Visual Walkthroughs

Every 2027 Level I Quant outcome, worked through on screen, with two practice tests
Created bySahib Maker
Last updated 10/2026
English

What you'll learn

  • 1. Work through every 2027 CFA® Level I Quantitative Methods learning outcome, with the reasoning behind each formula as well as the formula itself
  • 2. Solve time value of money problems: future and present values, annuities, perpetuities, NPV and IRR
  • 3. Calculate and compare returns: holding period, annualised, money- and time-weighted, real and nominal
  • 4. Read distributions, probability trees, hypothesis tests and regression output the way the exam asks you to
  • 5. Find your weak modules with two 60-question practice tests, with an explanation for every wrong answer

Course content

13 sections • 55 lectures • 4h 5m total length
  • Contrast the parts that make up an interest rate4:20
  • Explain required returns, the risk-free rate and risk premiums5:10

Requirements

  • A calculator; the BA II Plus or HP 12C you will use in the exam is ideal
  • Comfort with school algebra. No statistics or finance background is assumed

Description

In Quantitative Methods it is easy to know the words and still lose the marks: the formula is familiar, but which number goes where, and why, is not. This course takes each learning outcome in the 2027 Level I Quantitative Methods topic and works through it on screen, one short lecture at a time.


Each lecture is a narrated walkthrough. It states the outcome, explains the idea in plain language, builds the diagram or chart that makes it visible, and then works a numerical example step by step, with every symbol labelled, so you can see where each figure comes from. Lectures run about four minutes and follow the curriculum's own order, module by module: returns and rates, the time value of money, statistics and distributions, estimation and hypothesis testing, portfolio return and risk, simulation, regression, and financial data science.


Two practice tests of 60 exam-style questions each cover the whole topic. Every wrong answer comes with an explanation of the mistake that leads to it, and your results are broken down by module, so you know where to spend your next hour.


Who this is for: candidates sitting CFA Level I on the 2027 curriculum who want Quant explained rather than summarised, and anyone who has read the material and wants to check they can actually do the calculations.


The lectures are narrated with a synthetic voice. The explanations, examples and questions are written for this course and are not CFA Institute curriculum material.


CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by Charta Learning. CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

Who this course is for:

  • Candidates sitting CFA® Level I on the 2027 curriculum
  • Anyone who has read the Quant material and wants to check they can do the calculations
  • Learners who understand a concept better when they see it drawn