Annuities and Perpetuities

CFA Level I Financial Reporting & Analysis · 4:11

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Lyrics

[Verse 1]
Sarah's planning for retirement, needs to understand
How her monthly payments grow with compound interest in hand
She'll pay a thousand every year for twenty years ahead
But when's the payment due, she asks, beginning or end?

[Chorus]
Present value, future value, streams of cash that flow
PMT times the factor, that's the way the numbers go
Ordinary waits till end, annuity due starts now
Perpetuity goes forever, let me show you how
PV equals PMT over R, when payments never cease
Time value calculations bring your financial peace

[Verse 2]
If payments come at period's end, ordinary's the name
PMT times bracket one minus one plus R to negative N, then divide by R just the same
But if the payment starts today, annuity due we call
Multiply by one plus R, and you'll have it all

[Chorus]
Present value, future value, streams of cash that flow
PMT times the factor, that's the way the numbers go
Ordinary waits till end, annuity due starts now
Perpetuity goes forever, let me show you how
PV equals PMT over R, when payments never cease
Time value calculations bring your financial peace

[Bridge]
When the payments never end, perpetuity's the key
No need for complex formulas, just PMT over R you see
But remember interest rates must stay above zero line
For perpetual payments to make mathematical sense in time

[Verse 3]
Future value tells us where our money's going to be
PMT times bracket one plus R to N minus one, divide by R eventually
Whether saving for a house or planning for your needs
Understanding payment streams plants financial seeds

[Chorus]
Present value, future value, streams of cash that flow
PMT times the factor, that's the way the numbers go
Ordinary waits till end, annuity due starts now
Perpetuity goes forever, let me show you how
PV equals PMT over R, when payments never cease
Time value calculations bring your financial peace

[Outro]
From CPA studies to real world application
Payment streams and present values build your foundation
Remember timing matters in every calculation
Annuities and perpetuities for financial liberation

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