CFA一级公式汇总 CFA Level I Latex代码-定量方法

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文章标签： CFA 自然语言处理人工智能

于 2024-01-29 00:09:52 首次发布

本文链接：https://blog.csdn.net/rockingdingo/article/details/135903023

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参考文档: http://www.deepnlp.org/blog/cfa-i-quantitative-ecomomics-financial-reporting

CFA一级公式目录

1. QUANTITATIVE METHODS

THE TIME VALUE OF MONEY
Future Value

$FV=PV(1+r)^n$

Present Value

$PV=\frac{FV}{(1+r)^n}$
Effective Annual Rate

$\text{EAR}=(1+\frac{r}{m})^{m}-1$

Continuous Compounding

$FV=PV \times e^{r_{c} \times n} \\ PV=FV \times e^{-r_{c} \times n}$
Ordinary Annuity

$FV=\frac{A}{r}[(1+r)^{n}-1] \\ PV=\frac{A}{r}[1-\frac{1}{(1+r)^{n}}]$

Annuity Due

$FV=\frac{A}{r}[(1+r)^{n}-1](1+r) \\ PV=\frac{A}{r}[1-\frac{1}{(1+r)^{n}}](1+r)$
Perpetuity

$PV=\frac{A}{r} \\ PV=\frac{A}{r}(1+r)$

2.STATISTICAL CONCEPT AND MARKET RETURNS

Mean and Variance
Standard Deviation
Probability Distributions
Binomial Distribution
Poisson Distribution
Normal Gaussian Distribution
Chi-Square Test
Advanced Statistics
Sum of Random Variables
Covariance
Gamma Distribution
Fisher Skewness
Kurtosis
Two-asset portfolio
Three-asset portfolio

3. ECONOMICS

Microeconomics
Simple Interest
Effective Rate
Future Value of Ordinary Annuities
Annuities Due
Present Value of Ordinary Annuities
Allocative Efficiency Condition
Average Fixed Cost
Average Product
Average Profit
Average Revenue
Average Total Cost
Average Variable Cost
Cross-Price Elasticity of Demand
Distributive Efficiency Condition
Elasticity of Supply
Factor of Production Hiring Rule
Marginal Revenue Product
Gini Coefficient
Marginal Cost
Marginal Product of Labor
Marginal Revenue
Marginal Factor Cost MFC
Marginal Revenue Product of Labor MRPL
Optimal Combination of Resources Condition
Optimal Consumption Rule
Price Elasticity of Demand
Price for a Competitive Firm
Production Efficiency Condition
Profit
Profit-Maximizing Output Level
Slope of the Total Product Curve
Socially Optimal Level of Output
Total Costs
Macroeconomics
Investment
Aggregate Expenditure Without Government or Foreign Sectors
Marginal Propensity to Consume MPC
Marginal Propensity Save MPS
Sum of Marginal Propensity to Save and Marginal Propensity to Consume
Autonomous Spending Multiplier
Balanced Budget Multiplier
Banks Reserve Ratio
Budget Deficit
Financial Account Balance
Consumer Price Index CPI
Consumption Function
Current-Account Balance
Equality of Leakages and Injections
Equation of Exchange
Gross Domestic Product GDP
Gross Domestic Product Deflator
Inflation Between Two Years
Merchandise Trade Balance
Nominal Interest Rate
Real GDP
Real Interest Rate
Tax Multiplier
Unemployment Rate

4. FINANCIAL REPORTING & ANALYSIS

Basic EPS
Diluted EPS
Balance Sheet
Free Cash Flow to the Firm
Cash Flow Performance Ratio
Cash Flow To Revenue Ratio
Cash Return On Assets
Cash Return On Assets
Cash Return On Equity
Cash To Income
Cash flow Per Share
Debt Coverage Ratio
Interest coverage ratio
Reinvestment Coverage Ratio
Debt Payment Coverage Ratio
Activity Ratio
Inventory Turnover
Days of Inventory On Hand (DOH)
Receivables Turnover
Days of Sales Outstanding