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Category: CFA Program

Introduction to Financial Statement Analysis

Posted on January 25, 2021January 28, 2021 by financialeducation

“Introduction to Financial Statement Analysis” is a Level I reading for the CFA Program. It covers the following learning outcomes.

Using a Time Line to Solve Time Value of Money Problems

Posted on January 25, 2021January 25, 2021 by financialeducation

When solving time value of money problems, it can sometimes be helpful to establish a time line.

Future and Present Values of Money

Posted on January 25, 2021January 25, 2021 by financialeducation

calculate and interpret the future value (FV) and present value
(PV) of a single sum of money, an ordinary annuity, an annuity
due, a perpetuity (PV only), and a series of unequal cash flows;

The Time Value of Money at Different Compounding Frequencies

Posted on January 22, 2021January 22, 2021 by financialeducation

The frequency of compounding can have a considerable effect on the ending value for an investor.

The Effective Annual Interest Rate

Posted on January 22, 2021January 22, 2021 by financialeducation

The more frequently a given rate is compounded, the higher the ending value for the investor.

Interest Rates as Compensation for Risk

Posted on January 21, 2021January 21, 2021 by financialeducation

In aggregate, interest rates are set by supply and demand in the markets. In this context, r can be viewed as a real, risk-free interest rate plus compensation for four specific risks.

Interpreting Interest Rates

Posted on January 21, 2021January 21, 2021 by financialeducation

An interest rate (r) is the rate of return that equates the value of different cash flows on different dates.

The Time Value of Money

Posted on January 21, 2021January 25, 2021 by financialeducation

“The Time Value of Money” is a reading in the Level I curriculum for the CFA Program. It covers the following learning outcomes.

Investment Constraints

Posted on January 21, 2021January 21, 2021 by financialeducation

An investment plan must consider both investment objectives and investment constraints. Major constraints include liquidity, time horizon, tax concerns, legal and regulatory concerns and unique circumstances.

Upward Revaluation of Assets

Posted on January 21, 2021January 21, 2021 by financialeducation

International Standards permit upward revaluation of assets if the fair value of the assets increases. Typically the new value is based on an appraisal.

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