CFA Level I Formulas Flashcards

Decks in this Class (34):

• Reading 5 Time Value Of Money

  Reading 5: Time Value of Money

  Sample Cards:

  future value of a single cash flow,

  future value with compounding,

  future value with more than one compound
  14 Cards
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• Reading 6 Discounted Cash Flow Applicati

  Reading 6: Discounted Cash Flow Applications

  Sample Cards:

  net present value,

  internal rate of return irr expanded,

  annualized yield on a bank discount basi
  6 Cards
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• Reading 7 Statistical Concepts And Marke

  Reading 7: Statistical Concepts and Market Returns

  Sample Cards:

  holding period return formula,

  population mean formula,

  sample mean formula
  23 Cards
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• Reading 8 Probability Concepts

  Reading 8: Probability Concepts

  Sample Cards:

  definition of conditional probability,

  multiplication rule for probability,

  addition rule for probabilities
  15 Cards
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• Reading 9 Common Probability Distributio

  Reading 9: Common Probability Distributions

  Sample Cards:

  binomial probability functioncommon prob,

  area under a curve,

  normal distribution for one random varia
  8 Cards
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• Reading 10 Sampling And Estimation

  Reading 10: Sampling and Estimation

  Sample Cards:

  standard error of the sample mean,

  standard error of the sample mean sample,

  sample variance
  7 Cards
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• Reading 11 Hypothesis Testing

  Reading 11: Hypothesis Testing

  Sample Cards:

  test statistic formula,

  standard error pop,

  standard error sample
  18 Cards
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• Reading 12 Technical Analysis

  Reading 12: Technical Analysis

  Sample Cards:

  head and shoulders,

  momentum or rate of change oscillator,

  momentum or rate of change oscillator ad
  6 Cards
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• Reading 13 Demand And Supply Analysis

  Reading 13: Demand and Supply Analysis

  Sample Cards:

  demand function,

  example of a demand function,

  demand function concentration on price
  13 Cards
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• Reading 14 Consumer Demand

  Reading 14: Consumer Demand

  Sample Cards:

  utility function,

  example of utility function,

  budget constraint
  4 Cards
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• Reading 15 The Firm

  Reading 15: The Firm

  Sample Cards:

  profit,

  accounting profit,

  economic profit
  12 Cards
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• Reading 16 The Firm And Market Structure

  Reading 16: The Firm and Market Structures

  Sample Cards:

  marginal revenuethe firm and market stru,

  price elasticity of demand,

  cross price elasticity of demand
  10 Cards
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• Reading 17 Aggregate Output Prices And E

  Reading 17: Aggregate Output, Prices, and Economic Growth

  Sample Cards:

  gdp equation,

  domestic private saving,

  nominal gdp
  14 Cards
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• Reading 18 Understanding Business Cycles

  Reading 18: Understanding Business Cycles

  Sample Cards:

  unit labor cost,

  paasche index
  2 Cards
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• Reading 19 Monetary And Fiscal Policy

  Reading 19: Monetary and Fiscal Policy

  Sample Cards:

  money creation,

  quantity equation of exchange,

  the fisher effect
  6 Cards
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• Reading 20 International Trade And Capit

  Reading 20: International Trade and Capital Flows

  Sample Cards:

  national income identity for a closed ec,

  national income identity for an open eco,

  current account balance
  10 Cards
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• Reading 21 Currency Exchange Rate

  Reading 21: Currency Exchange Rate

  Sample Cards:

  foreign price level in domestic currency,

  real exchange rate d f,

  example of real exchange rate d f
  5 Cards
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• Reading 23 Financial Reporting Mechanics

  Reading 23: Financial Reporting Mechanics

  Sample Cards:

  basic accounting equation231a financial,

  owners equity231bfinancial reporting mec,

  owners equity classified by its origin c
  8 Cards
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• Reading 25 Understanding Income Statemen

  Reading 25: Understanding Income Statements

  Sample Cards:

  basic eps251understanding income stateme,

  diluted eps if converted method for pref,

  diluted eps if converted method for conv
  6 Cards
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• Reading 26 Understanding Balance Sheets

  Reading 26: Understanding Balance Sheets

  Sample Cards:

  current ratioliquidity ratios26xundersta,

  quick acid test ratioliquidity ratios26x,

  cash ratioliquidity ratios26xunderstandi
  7 Cards
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• Reading 27 Understanding Cash Flow State

  Reading 27: Understanding Cash Flow Statements

  Sample Cards:

  free cash flow to the firm fcff 27xunder,

  free cash flow to the firm fcff computed,

  free cash flow to equity fcfe 27xunderst
  14 Cards
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• Reading 28 Financial Analysis Techniques

  Reading 28: Financial Analysis Techniques

  Sample Cards:

  inventory turnover ratioactivity ratios2,

  day of inventory on hand doh activity ra,

  receivables turnover ratioactivity ratio
  71 Cards
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• Reading 36 Cost Of Capital

  Reading 36: Cost of Capital

  Sample Cards:

  weighted average cost of capital wacc,

  yield to maturity ytm,

  cost of preferred stock 363
  16 Cards
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• Reading 37 Measures Of Leverage

  Reading 37: Measures of Leverage

  Sample Cards:

  degree of operating leverage,

  percentage change in operating income,

  degree of financial leverage dfl
  8 Cards
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• Reading 39 Working Capital Management

  Reading 39: Working Capital Management

  Sample Cards:

  current ratio,

  accounts receivable turnover,

  inventory turnover
  16 Cards
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• Reading 42 Portfolio Risk And Return Pt

  Reading 42: Portfolio Risk and Return Pt 1

  Sample Cards:

  holding period return,

  annualized return,

  portfolio return with 2 assets weighted
  21 Cards
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• Reading 43 Portfolio Risk And Return Pt

  Reading 43: Portfolio Risk and Return Pt 2
  0 Cards
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• Reading 44 Basics Of Portfolio Planning

  Reading 44: Basics of Portfolio Planning and Construction

  Sample Cards:

  utility equation for investor s expected,

  a multi asset class portfolio s expected,

  risk of a multi asset class portfolio
  4 Cards
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• Reading 46 Security Market Indices

  Reading 46: Security Market Indices

  Sample Cards:

  value of a price return index,

  price return of an index,

  price return of each constituent securit
  15 Cards
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• Reading 48 Overview Of Equity Securities

  Reading 48: Overview of Equity Securities

  Sample Cards:

  an equity security s total return,

  return on equity roe,

  return on equity roe b
  3 Cards
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• Reading 50 Equity Valuation Concepts And

  Reading 50: Equity Valuation: Concepts and Basic Tools

  Sample Cards:

  the dividend discount model,

  the dividend discount model plus selling,

  general expression for an n period holdi
  15 Cards
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• Reading 53 Introduction To Fixed Income

  Reading 53: Introduction to Fixed-Income Valuation

  Sample Cards:

  present value for bond price,

  present value for bond price zero,

  pvfull equation
  15 Cards
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• Reading 54 Introduction To Asset Backed

  Reading 54: Introduction to Asset-Backed Securities

  Sample Cards:

  single monthly mortality smm rate
  1 Cards
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• Reading 55 Understanding Fixed Income Ri

  Reading 55: Understanding Fixed-Income Risk and Return

  Sample Cards:

  macauly duration,

  macaulay duration denominatr,

  macauly duration revelation
  17 Cards
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