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CFA Level I - Chartered Financial Analyst Cheat Sheet

34 practice tests · 1378 questions

Pick an answer to see if it was correct and why, then continue.

Test 1
Rates of Return and Risk Premiums, Benchmarking Returns and Index Construction, The Time Value of Money in Finance
37 questions
Test 2
Statistical Characteristics of Asset Returns, Probability Distributions for Asset Prices and Returns, Estimation and Hypothesis Testing
48 questions
Test 3
Portfolio Return and Risk Mathematics, Simulation of Asset Prices and Returns, Simple Linear Regression in Finance
33 questions
Test 4
Introduction to Financial Data Science, Costs, Breakeven, and Economies of Scale, Market Structures and Concentration
38 questions
Test 5
Understanding Business Cycles, Fiscal Policy, Monetary Policy
43 questions
Test 6
Introduction to Geopolitics, International Trade, Capital Flows and the FX Market
51 questions
Test 7
Exchange Rate Calculations, Organizational Forms and Corporate Issuer Features, Investors and Other Stakeholders
46 questions
Test 8
Corporate Governance: Conflicts, Mechanisms, and Risks, Working Capital and Liquidity, Capital Investments and Capital Allocation
47 questions
Test 9
Capital Structure, Business Models, Financial Statement Analysis Framework
38 questions
Test 10
Income Statement: Revenue and Expense Recognition, Earnings Per Share and Income Statement Ratios, Analyzing Balance Sheets
40 questions
Test 11
Analyzing Statements of Cash Flows I, Analyzing Statements of Cash Flows II, Analysis of Inventories
31 questions
Test 12
Analysis of Long-Term Assets, Topics in Long-Term Liabilities and Equity, Analysis of Income Taxes
42 questions
Test 13
Financial Reporting Quality: Spectrum and Incentives, Earnings Management and Warning Signs, Ratio Analysis: Activity, Liquidity, Solvency, Profitability
53 questions
Test 14
DuPont Analysis and Forecasting, Introduction to Financial Statement Modeling, Equity Instrument Features
42 questions
Test 15
Equity Jurisdictions, Classes, and Voting, Equity Issuance and Trading, Sources of Equity Returns
45 questions
Test 16
Introduction to Equity Valuation, Discounted Cash Flow (DCF) and Growth Models, Relative Value Equity Valuation Approaches
42 questions
Test 17
Financial Statement Forecasting in Equity Valuation, Industry and Competitive Analysis, Company Analysis: Past, Present, and Future
35 questions
Test 18
Equity Analyst Research Reports, CAPM, Market Model, and Factor-Based Equity Models, Fixed-Income Instrument Features
35 questions
Test 19
Fixed-Income Cash Flows and Types, Fixed-Income Issuance and Trading, Fixed-Income Markets for Corporate Issuers
41 questions
Test 20
Fixed-Income Markets for Government Issuers, Bond Valuation: Prices and Yields, Yield and Yield Spread Measures for Fixed-Rate Bonds
38 questions
Test 21
Yield Measures for Floating-Rate and Money Market Instruments, Term Structure: Spot, Par, and Forward Curves, Interest Rate Risk and Return
33 questions
Test 22
Yield-Based Bond Duration Measures and Properties, Yield-Based Bond Convexity and Portfolio Properties, Curve-Based and Empirical Fixed-Income Risk Measures
32 questions
Test 23
Credit Risk, Credit Analysis for Government and Corporate Issuers, Fixed-Income Securitization
43 questions
Test 24
Asset-Backed Security (ABS) Features, Mortgage-Backed Security (MBS) Features, Derivative Instrument and Market Features
41 questions
Test 25
Forward Commitments and Contingent Claims, Derivative Benefits, Risks, and Uses, Arbitrage, Replication, and Cost of Carry
37 questions
Test 26
Pricing and Valuation of Forwards and Futures, Pricing and Valuation of Swaps, Pricing and Valuation of Options
33 questions
Test 27
Put-Call Parity and the One-Period Binomial Model, Alternative Investment Features, Methods, and Structures, Alternative Investment Performance and Returns
39 questions
Test 28
Investments in Private Capital: Equity and Debt, Real Estate and Infrastructure, Natural Resources
42 questions
Test 29
Hedge Funds, Introduction to Digital Assets, Portfolio Risk and Return: Part I
45 questions
Test 30
Portfolio Risk and Return: Part II, Portfolio Management: An Overview, Basics of Portfolio Planning and Construction
49 questions
Test 31
The Behavioral Biases of Individuals, Introduction to Risk Management, Ethics and Trust in the Investment Profession
44 questions
Test 32
Code of Ethics and Standards of Professional Conduct (Overview), Standard I: Professionalism, Standard II: Integrity of Capital Markets
41 questions
Test 33
Standard III: Duties to Clients, Standard IV: Duties to Employers, Standard V: Investment Analysis, Recommendations, and Actions
38 questions
Test 34 · Final
Standard VI: Conflicts of Interest, Standard VII: Responsibilities as a CFA Institute Member or CFA Candidate, Application of the Code and Standards: Level I
36 questions
+150 XP

Rates of Return and Risk Premiums, Benchmarking Returns and Index Construction, The Time Value of Money in Finance

Statistical Characteristics of Asset Returns, Probability Distributions for Asset Prices and Returns, Estimation and Hypothesis Testing

Portfolio Return and Risk Mathematics, Simulation of Asset Prices and Returns, Simple Linear Regression in Finance

Introduction to Financial Data Science, Costs, Breakeven, and Economies of Scale, Market Structures and Concentration

Understanding Business Cycles, Fiscal Policy, Monetary Policy

Introduction to Geopolitics, International Trade, Capital Flows and the FX Market

Exchange Rate Calculations, Organizational Forms and Corporate Issuer Features, Investors and Other Stakeholders

Corporate Governance: Conflicts, Mechanisms, and Risks, Working Capital and Liquidity, Capital Investments and Capital Allocation

Capital Structure, Business Models, Financial Statement Analysis Framework

Income Statement: Revenue and Expense Recognition, Earnings Per Share and Income Statement Ratios, Analyzing Balance Sheets

Analyzing Statements of Cash Flows I, Analyzing Statements of Cash Flows II, Analysis of Inventories

Analysis of Long-Term Assets, Topics in Long-Term Liabilities and Equity, Analysis of Income Taxes

Financial Reporting Quality: Spectrum and Incentives, Earnings Management and Warning Signs, Ratio Analysis: Activity, Liquidity, Solvency, Profitability

DuPont Analysis and Forecasting, Introduction to Financial Statement Modeling, Equity Instrument Features

Equity Jurisdictions, Classes, and Voting, Equity Issuance and Trading, Sources of Equity Returns

Introduction to Equity Valuation, Discounted Cash Flow (DCF) and Growth Models, Relative Value Equity Valuation Approaches

Financial Statement Forecasting in Equity Valuation, Industry and Competitive Analysis, Company Analysis: Past, Present, and Future

Equity Analyst Research Reports, CAPM, Market Model, and Factor-Based Equity Models, Fixed-Income Instrument Features

Fixed-Income Cash Flows and Types, Fixed-Income Issuance and Trading, Fixed-Income Markets for Corporate Issuers

Fixed-Income Markets for Government Issuers, Bond Valuation: Prices and Yields, Yield and Yield Spread Measures for Fixed-Rate Bonds

Yield Measures for Floating-Rate and Money Market Instruments, Term Structure: Spot, Par, and Forward Curves, Interest Rate Risk and Return

Yield-Based Bond Duration Measures and Properties, Yield-Based Bond Convexity and Portfolio Properties, Curve-Based and Empirical Fixed-Income Risk Measures

Credit Risk, Credit Analysis for Government and Corporate Issuers, Fixed-Income Securitization

Asset-Backed Security (ABS) Features, Mortgage-Backed Security (MBS) Features, Derivative Instrument and Market Features

Forward Commitments and Contingent Claims, Derivative Benefits, Risks, and Uses, Arbitrage, Replication, and Cost of Carry

Pricing and Valuation of Forwards and Futures, Pricing and Valuation of Swaps, Pricing and Valuation of Options

Put-Call Parity and the One-Period Binomial Model, Alternative Investment Features, Methods, and Structures, Alternative Investment Performance and Returns

Investments in Private Capital: Equity and Debt, Real Estate and Infrastructure, Natural Resources

Hedge Funds, Introduction to Digital Assets, Portfolio Risk and Return: Part I

Portfolio Risk and Return: Part II, Portfolio Management: An Overview, Basics of Portfolio Planning and Construction

The Behavioral Biases of Individuals, Introduction to Risk Management, Ethics and Trust in the Investment Profession

Code of Ethics and Standards of Professional Conduct (Overview), Standard I: Professionalism, Standard II: Integrity of Capital Markets

Standard III: Duties to Clients, Standard IV: Duties to Employers, Standard V: Investment Analysis, Recommendations, and Actions

Standard VI: Conflicts of Interest, Standard VII: Responsibilities as a CFA Institute Member or CFA Candidate, Application of the Code and Standards: Level I

Rates of Return and Risk Premiums, Benchmarking Returns and Index Construction, The Time Value of Money in Finance

Statistical Characteristics of Asset Returns, Probability Distributions for Asset Prices and Returns, Estimation and Hypothesis Testing

Portfolio Return and Risk Mathematics, Simulation of Asset Prices and Returns, Simple Linear Regression in Finance

Introduction to Financial Data Science, Costs, Breakeven, and Economies of Scale, Market Structures and Concentration

Understanding Business Cycles, Fiscal Policy, Monetary Policy

Introduction to Geopolitics, International Trade, Capital Flows and the FX Market

Exchange Rate Calculations, Organizational Forms and Corporate Issuer Features, Investors and Other Stakeholders

Corporate Governance: Conflicts, Mechanisms, and Risks, Working Capital and Liquidity, Capital Investments and Capital Allocation

Capital Structure, Business Models, Financial Statement Analysis Framework

Income Statement: Revenue and Expense Recognition, Earnings Per Share and Income Statement Ratios, Analyzing Balance Sheets

Analyzing Statements of Cash Flows I, Analyzing Statements of Cash Flows II, Analysis of Inventories

Analysis of Long-Term Assets, Topics in Long-Term Liabilities and Equity, Analysis of Income Taxes

Financial Reporting Quality: Spectrum and Incentives, Earnings Management and Warning Signs, Ratio Analysis: Activity, Liquidity, Solvency, Profitability

DuPont Analysis and Forecasting, Introduction to Financial Statement Modeling, Equity Instrument Features

Equity Jurisdictions, Classes, and Voting, Equity Issuance and Trading, Sources of Equity Returns

Introduction to Equity Valuation, Discounted Cash Flow (DCF) and Growth Models, Relative Value Equity Valuation Approaches

Financial Statement Forecasting in Equity Valuation, Industry and Competitive Analysis, Company Analysis: Past, Present, and Future

Equity Analyst Research Reports, CAPM, Market Model, and Factor-Based Equity Models, Fixed-Income Instrument Features

Fixed-Income Cash Flows and Types, Fixed-Income Issuance and Trading, Fixed-Income Markets for Corporate Issuers

Fixed-Income Markets for Government Issuers, Bond Valuation: Prices and Yields, Yield and Yield Spread Measures for Fixed-Rate Bonds

Yield Measures for Floating-Rate and Money Market Instruments, Term Structure: Spot, Par, and Forward Curves, Interest Rate Risk and Return

Yield-Based Bond Duration Measures and Properties, Yield-Based Bond Convexity and Portfolio Properties, Curve-Based and Empirical Fixed-Income Risk Measures

Credit Risk, Credit Analysis for Government and Corporate Issuers, Fixed-Income Securitization

Asset-Backed Security (ABS) Features, Mortgage-Backed Security (MBS) Features, Derivative Instrument and Market Features

Forward Commitments and Contingent Claims, Derivative Benefits, Risks, and Uses, Arbitrage, Replication, and Cost of Carry

Pricing and Valuation of Forwards and Futures, Pricing and Valuation of Swaps, Pricing and Valuation of Options

Put-Call Parity and the One-Period Binomial Model, Alternative Investment Features, Methods, and Structures, Alternative Investment Performance and Returns

Investments in Private Capital: Equity and Debt, Real Estate and Infrastructure, Natural Resources

Hedge Funds, Introduction to Digital Assets, Portfolio Risk and Return: Part I

Portfolio Risk and Return: Part II, Portfolio Management: An Overview, Basics of Portfolio Planning and Construction

The Behavioral Biases of Individuals, Introduction to Risk Management, Ethics and Trust in the Investment Profession

Code of Ethics and Standards of Professional Conduct (Overview), Standard I: Professionalism, Standard II: Integrity of Capital Markets

Standard III: Duties to Clients, Standard IV: Duties to Employers, Standard V: Investment Analysis, Recommendations, and Actions

Standard VI: Conflicts of Interest, Standard VII: Responsibilities as a CFA Institute Member or CFA Candidate, Application of the Code and Standards: Level I