CFA Formula Sheets

Quick reference formula sheets for all CFA levels. Essential formulas organized by topic for efficient studying.

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Showing 5 formula sheets for Level I

Time Value of Money

Popular

Present value, future value, annuities, and perpetuities

Level IQuantitative Methods
15 formulas0.8 MB

Financial Ratios

Popular

Liquidity, activity, leverage, profitability, and valuation ratios

Level IFinancial Reporting
28 formulas1.2 MB

Statistics and Probability

Descriptive statistics, probability distributions, confidence intervals

Level IQuantitative Methods
22 formulas1.0 MB

Corporate Finance

Popular

NPV, IRR, WACC, dividend discount models

Level ICorporate Finance
18 formulas0.9 MB

Portfolio Theory

Expected return, variance, covariance, beta calculations

Level IPortfolio Management
12 formulas0.7 MB

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