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CFA Level 1 — Wiki Index

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CFA Level 1 — Wiki Index

Overview

Mock Exams

Sources

Quantitative Methods

Economics

Corporate Issuers

Financial Statement Analysis

Equity Investments

Fixed Income

  • CFA Institute 2026 Curriculum — 19 modules

Subjects

Quantitative Methods

Modules

Formula Sheets

Economics

Modules

Formula Sheets

Corporate Issuers

Modules

Formula Sheets

Equity Investments

Modules

Formula Sheets

Alternative Investments

Concepts

Formula Sheets

Portfolio Management

Concepts

Formula Sheets

Derivatives

Concepts

Formula Sheets

Fixed Income

Modules

Formula Sheets

Financial Statement Analysis

Modules

Formula Sheets

Ethical and Professional Standards

Concepts

Note: Ethics has no formula sheets — it is entirely conceptual and rules-based.

Concepts

Quantitative Methods

Economics

Equity Investments

Financial Statement Analysis

Fixed Income

Derivatives

Corporate Issuers

Alternative Investments

Portfolio Management

Ethical and Professional Standards

Practice Questions

Quantitative Methods (SAPP)

CFAI Official — Quantitative Methods (109 questions)

  • M01 — 13 questions
  • M02 — 12 questions
  • M03 — 9 questions
  • M04 — 2 questions
  • M05 — 1 question
  • M06 — 4 questions
  • M07 — 5 questions
  • M08 — 20 questions
  • M09 — 2 questions
  • M10 — 38 questions
  • M11 — 3 questions

CFAI Official — Economics (41+ questions)

  • M01 — 13 questions
  • M02 — 15 questions
  • M03 — 5 questions
  • M04 — 8 questions

CFAI Official — Financial Statement Analysis

  • M01 — 16 questions
  • M02 — 14 questions
  • M03 — 15 questions

CFAI Official — Equity Investments

  • M01 — 20 questions (of 37)
  • M02 — 15 questions

CFAI Official — Corporate Issuers

Glossary (CFA Dictionary)

Quantitative Methods

  • M01 — 23 terms (interest rates, return measures, leverage)
  • M02 — 15 terms (FV, PV, annuity, perpetuity, YTM)
  • M03 — 37 terms (means, dispersion, skewness, kurtosis)
  • M04 — 27 terms (probability rules, Bayes, counting)
  • M05 — 23 terms (portfolio math, distributions, safety-first)
  • M06 — 11 terms (lognormal, Monte Carlo, bootstrap)
  • M07 — 29 terms (sampling, CLT, CI, biases)
  • M08 — 25 terms (hypothesis testing, error types, tests)
  • M09 — 7 terms (Spearman, chi-square independence)
  • M10 — 33 terms (OLS, ANOVA, R², assumptions)
  • M11 — 25 terms (fintech, Big Data, ML, NLP)

Economics

  • M01 — 39 terms (elasticity, costs, market structures, concentration)
  • M02 — 15 terms (business cycle, indicators, nowcasting)
  • M03 — 15 terms (fiscal tools, crowding out, lags)
  • M04 — 18 terms (central banking, QE, targeting)
  • M05 — 8 terms (geopolitics, sanctions, political risk)
  • M06 — 13 terms (comparative advantage, tariffs, trading blocs)
  • M07 — 11 terms (BOP, FDI, exchange rate regimes)
  • M08 — 13 terms (spot, forward, cross rates, parity)

Equity Investments

  • M01 — Market organization terms
  • M02 — Index terms
  • M03 — EMH and anomalies
  • M04 — Equity instrument types
  • M05 — Company analysis terms
  • M06 — Industry analysis terms
  • M07 — Valuation model terms
  • M08 — Margin and leverage terms

Financial Statement Analysis

  • M01 — Introduction to FSA
  • Pre1 — Financial Reporting Standards
  • M02 — Income Statements
  • M03 — Balance Sheets
  • M04 — Cash Flows I
  • M05 — Cash Flows II
  • M06 — Inventories
  • M07 — Long-Term Assets
  • M08 — Liabilities and Equity
  • M09 — Income Taxes
  • M10 — Reporting Quality
  • M11 — Analysis Techniques
  • Pre2 — Applications of FSA
  • M12 — Financial Statement Modeling

Fixed Income

  • M01 — Instrument Features
  • M02 — Cash Flows and Types
  • M03 — Issuance and Trading
  • M04 — Corporate Issuers
  • M05 — Government Issuers
  • M06 — Bond Valuation
  • M07 — Yield and Spread (Fixed-Rate)
  • M08 — Yield and Spread (Floating-Rate)
  • M09 — Term Structure
  • M10 — Interest Rate Risk and Return
  • M11 — Duration Measures
  • M12 — Convexity and Portfolio Duration
  • M13 — Curve-Based and Empirical Duration
  • M14 — Credit Risk
  • M15 — Credit Analysis: Government
  • M16 — Credit Analysis: Corporate
  • M17 — Securitization
  • M18 — ABS Features
  • M19 — MBS Features

Derivatives

  • M01 — Derivative Instrument and Market Features
  • M02 — Forward Commitment and Contingent Claim Features
  • M03 — Derivative Benefits, Risks, and Uses
  • M04 — Arbitrage, Replication, and Cost of Carry
  • M05 — Pricing and Valuation of Forward Contracts
  • M06 — Pricing and Valuation of Futures Contracts
  • M07 — Pricing and Valuation of Interest Rate Swaps
  • M08 — Pricing and Valuation of Options
  • M09 — Option Replication Using Put-Call Parity
  • M10 — One-Period Binomial Model

Alternative Investments

  • M01 — Overview & Structures (22 terms)
  • M02 — Performance Measurement (11 terms)
  • M03 — Private Capital (16 terms)
  • M04 — Real Estate & Infrastructure (18 terms)
  • M05 — Natural Resources & Commodities (13 terms)
  • M06 — Hedge Funds (16 terms)
  • M07 — Digital Assets (21 terms)

Portfolio Management

  • M01 — Portfolio Risk and Return (Part 1)
  • M02 — Portfolio Risk and Return (Part 2)
  • M03 — Portfolio Management Overview
  • M04 — Portfolio Planning and Construction
  • M05 — Behavioral Biases
  • M06 — Risk Management

Ethical and Professional Standards

  • M01 — Ethics and Professionalism (15 terms)
  • M02 — Code and Standards Overview (20 terms)
  • M03 — Standards I–VII Detailed Terms (40 terms)
  • M04 — GIPS (15 terms)
  • M05 — Ethics Application (5 terms)

Corporate Issuers

  • M01 — 17 terms (sole proprietorship, partnership, corporation, IPO)
  • M02 — 8 terms (stakeholders, ESG, leverage)
  • M03 — 24 terms (agency costs, proxy, takeover, covenants)
  • M04 — 10 terms (CCC, DOH, DSO, DPO, liquidity)
  • M05 — 20 terms (NPV, IRR, real options, externalities)
  • M06 — 18 terms (WACC, CAPM, MM, trade-off theory)
  • M07 — 15 terms (value chain, pricing, unit economics)

Entities

16 items under this folder.