Quantitative Methods — Subject Index
Source: SAPP CFA1 Quant 2026
Module Map
Quantitative Methods
├── Foundations
│ ├── M01: Rates and Returns
│ ├── M02: Time Value of Money
│ └── M03: Statistical Measures of Asset Returns
├── Probability & Portfolio
│ ├── M04: Probability Trees and Conditional Expectations
│ └── M05: Portfolio Mathematics
├── Modeling & Simulation
│ ├── M06: Simulation Methods
│ └── M07: Estimation and Inference
├── Testing
│ ├── M08: Hypothesis Testing
│ └── M09: Parametric and Non-parametric Tests
└── Regression & Big Data
├── M10: Simple Linear Regression
└── M11: Introduction to Big Data Techniques
Modules
| Module | Title | LOS Count | Key Formulas |
|---|---|---|---|
| M01 | Rates and Returns | 5 (1.a–1.e) | HPR, Arithmetic/Geometric/Harmonic Mean, MWR, TWR |
| M02 | Time Value of Money | 6 (2.a–2.c + Pre) | FV, PV, Annuity, Perpetuity, Continuous Compounding |
| M03 | Statistical Measures | 6 (3.a–3.d + Pre) | Mean, Variance, Std Dev, Skewness, Kurtosis, Correlation |
| M04 | Probability Trees | 5 (4.a–4.c + Pre) | Bayes’ Formula, Expected Value, Total Probability Rule |
| M05 | Portfolio Mathematics | 5 (5.a–5.c + Pre) | Portfolio Variance, Covariance, Safety-First Ratio |
| M06 | Simulation Methods | — | Monte Carlo, Bootstrap |
| M07 | Estimation and Inference | — | Confidence Intervals, t-statistic |
| M08 | Hypothesis Testing | — | z-test, t-test, chi-square, F-test |
| M09 | Parametric & Non-parametric Tests | — | Chi-square test of independence |
| M10 | Simple Linear Regression | — | OLS, R-squared, SEE, ANOVA |
| M11 | Big Data Techniques | — | ML concepts, NLP, Overfitting |