CFA Level I formula sheets and revision notes
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CFA Level I Exam
- Returns of Financial Assets and InstrumentsFormula sheet
- Types of Financial ReturnsFormula sheet
- Benchmarking ReturnsFormula sheet
- The Time Value of Money in FinanceFormula sheet
- Statistical Characteristics of Asset ReturnsFormula sheet
- Statistical Distributions for Financial Asset Prices and ReturnsFormula sheet
- Estimation and Hypothesis TestingFormula sheet
- The Return and Risk of a Financial PortfolioFormula sheet
- Simulation of Financial Asset Prices and ReturnsFormula sheet
- Applications of Simple Linear Regression in FinanceFormula sheet
- Introduction to Financial Data ScienceFormula sheet
- The Firm and Market StructuresFormula sheet
- Understanding Business CyclesFormula sheet
- Fiscal PolicyFormula sheet
- Monetary PolicyFormula sheet
- Introduction to GeopoliticsFormula sheet
- International TradeFormula sheet
- Capital Flows and the FX MarketFormula sheet
- Exchange Rate CalculationsFormula sheet
- Organizational Forms, Corporate Issuer Features, and OwnershipFormula sheet
- Investors and Other StakeholdersFormula sheet
- Corporate Governance: Conflicts, Mechanisms, Risks, and BenefitsFormula sheet
- Working Capital and LiquidityFormula sheet
- Capital Investments and Capital AllocationFormula sheet
- Capital StructureFormula sheet
- Business ModelsFormula sheet
- Introduction to Financial Statement AnalysisFormula sheet
- Analyzing Income StatementsFormula sheet
- Analyzing Balance SheetsFormula sheet
- Analyzing Statements of Cash Flows IFormula sheet
- Analyzing Statements of Cash Flows IIFormula sheet
- Analysis of InventoriesFormula sheet
- Analysis of Long-Term AssetsFormula sheet
- Topics in Long-Term Liabilities and EquityFormula sheet
- Analysis of Income TaxesFormula sheet
- Financial Reporting QualityFormula sheet
- Financial Analysis TechniquesFormula sheet
- Introduction to Financial Statement ModelingFormula sheet
- Equity Instrument FeaturesFormula sheet
- Equity Jurisdictions, Classes, and the Voting ProcessFormula sheet
- Equity Issuance and TradingFormula sheet
- Sources of Equity ReturnsFormula sheet
- Introduction to Equity ValuationFormula sheet
- Discounted Cash Flow (DCF) and Growth ModelsFormula sheet
- Relative Value Equity Valuation ApproachesFormula sheet
- Financial Statement Forecasting in Equity ValuationFormula sheet
- Industry and Competitive AnalysisFormula sheet
- Company Analysis: Past, Present, and FutureFormula sheet
- Equity Analyst Research ReportsFormula sheet
- The Capital Asset Pricing Model, Market Model, and Other Factor-Based Equity ModelsFormula sheet
- Fixed-Income Instrument FeaturesFormula sheet
- Fixed-Income Cash Flows and TypesFormula sheet
- Fixed-Income Issuance and TradingFormula sheet
- Fixed-Income Markets for Corporate IssuersFormula sheet
- Fixed-Income Markets for Government IssuersFormula sheet
- Fixed-Income Bond Valuation: Prices and YieldsFormula sheet
- Yield and Yield Spread Measures for Fixed-Rate BondsFormula sheet
- Yield and Yield Spread Measures for Floating-Rate InstrumentsFormula sheet
- The Term Structure of Interest Rates: Spot, Par, and Forward CurvesFormula sheet
- Interest Rate Risk and ReturnFormula sheet
- Yield-Based Bond Duration Measures and PropertiesFormula sheet
- Yield-Based Bond Convexity and Portfolio PropertiesFormula sheet
- Curve-Based and Empirical Fixed-Income Risk MeasuresFormula sheet
- Credit RiskFormula sheet
- Credit Analysis for Government IssuersFormula sheet
- Credit Analysis for Corporate IssuersFormula sheet
- Fixed-Income SecuritizationFormula sheet
- Asset-Backed Security (ABS) Instrument and Market FeaturesFormula sheet
- Mortgage-Backed Security (MBS) Instrument and Market FeaturesFormula sheet
- Derivative Instrument and Derivative Market FeaturesFormula sheet
- Forward Commitment and Contingent Claim Features and InstrumentsFormula sheet
- Derivative Benefits, Risks, and Issuer and Investor UsesFormula sheet
- Arbitrage, Replication, and the Cost of Carry in Pricing DerivativesFormula sheet
- Pricing and Valuation of Forward Contracts and for an Underlying with Varying MaturitiesFormula sheet
- Pricing and Valuation of Interest Rate and Other SwapsFormula sheet
- Pricing and Valuation of OptionsFormula sheet
- Option Replication Using Put-Call ParityFormula sheet
- Valuing a Derivative Using a One-Period Binomial ModelFormula sheet
- Alternative Investment Features, Methods, and StructuresFormula sheet
- Alternative Investment Performance and ReturnsFormula sheet
- Investments in Private Capital: Equity and DebtFormula sheet
- Real Estate and InfrastructureFormula sheet
- Natural ResourcesFormula sheet
- Hedge FundsFormula sheet
- Introduction to Digital AssetsFormula sheet
- Portfolio Risk and Return: Part IFormula sheet
- Portfolio Risk and Return: Part IIFormula sheet
- Portfolio Management: An OverviewFormula sheet
- Basics of Portfolio Planning and ConstructionFormula sheet
- The Behavioral Biases of IndividualsFormula sheet
- Introduction to Risk ManagementFormula sheet
- Ethics and Trust in the Investment ProfessionFormula sheet
- Code of Ethics and Standards of Professional ConductFormula sheet
- Guidance for Standard II: Integrity of Capital MarketsFormula sheet
- Guidance for Standard III: Duties to ClientsFormula sheet
- Guidance for Standard IV: Duties to EmployersFormula sheet
- Guidance for Standard V: Investment Analysis, Recommendations, and ActionsFormula sheet
- Guidance for Standard VI: Conflicts of InterestFormula sheet
- Application of the Code and Standards: Level IFormula sheet