Portrait of Fuad Efendi

Fuad Efendi

Mathematics educator and software engineer with four decades of teaching and building. I write first-principles guides that turn complex topics into clear, workable methods for finance and technology professionals.

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Biography

I began my career over 40 years ago teaching mathematical economics and quantitative subjects at the university level. Later, I moved into software engineering, building data-intensive systems and developer tools. That arc—math → software → teaching—shapes how I design learning resources: start from fundamentals, prove the steps, then practice.

Today I focus on quantitative methods, statistics, portfolio math, financial modeling, and Python for analysts—always anchored to primary sources and transparent derivations.

I founded FinancialAnalystGuide.com and related no-ads companions to keep high-quality explanations free.

Teaching Philosophy

  • First principles: derive before you memorize.
  • Practice-heavy: problem sets, vignettes, mastery checks.
  • Transparent sources: specs, standards, and peer-reviewed references.

Focus Areas

Quantitative Methods Financial Modeling Portfolio Theory Statistics Python for Analysts Software Patterns

Trust & Disclosures

  • Clear disclosure: I am not a CFA charterholder.
  • Independence: This site is independent and not affiliated with the organization that administers that program. Trademarks belong to their owners.
  • Review policy: High-stakes pages may be reviewed by domain experts; when a review is completed, the reviewer’s name and date appear on the page.
  • Corrections: Email fuad@efendi.ca with sources; substantive fixes are logged on-page.

Collaborators & Reviewers — Volunteers Welcome

This site is free to read. I’m seeking volunteer collaborators and reviewers to improve depth and accuracy.

  • Subject-matter reviewers (finance charterholders, CPAs, PM professionals)
  • Question/item writers and editors
  • Python tooling & data-viz contributors

Perks: on-page credit, reviewer badge, link to your profile, and early access to drafts. Unpaid at this time.

Volunteer to review

Methodology (How a page is built)

  1. Define scope & assumptions; cite primary sources.
  2. Derive formulas step-by-step; verify with Python checks.
  3. Provide worked examples and edge-case notes.
  4. Publish change log; add expert review where applicable.

Author FAQ

No. I am not a CFA charterholder. My contributions focus on quantitative teaching, methodology, and software-assisted learning.