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CFA Level 1 — Wiki Index

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Equity Investments

Equity Investments

Apr 10, 20261 min read

Equity Investments

CFA Level 1 — Equity Investments covers market structure, security indexes, market efficiency, equity securities, company and industry analysis, forecasting, and equity valuation.

Modules

#ModuleLOSStatus
M01Market Organization and Structure1.a–1.l✅
M02Security Market Indexes2.a–2.k✅
M03Market Efficiency3.a–3.g✅
M04Overview of Equity Securities4.a–4.h✅
M05Company Analysis: Past and Present5.a–5.e🔲
M06Industry and Competitive Analysis6.a–6.e🔲
M07Company Analysis: Forecasting7.a–7.c🔲
M08Equity Valuation: Concepts and Basic Tools8.a–8.e🔲

Concept Pages

  • Functions of the Financial System
  • Market Classifications
  • Asset Types
  • Financial Intermediaries
  • Positions and Leverage
  • Order Types
  • Primary vs Secondary Markets
  • Brokered)
  • Security Market Indexes
  • Index Weighting Methods
  • Market Efficiency
  • EMH Three Forms
  • Market Anomalies
  • Behavioral Finance
  • Equity Securities Types
  • Private Equity
  • Depository Receipts

Formula Sheets

  • Leverage and Margin Formulas
  • Index Return Calculations
  • Equity Valuation Basic Formulas

Sources

  • SAPP CFA1 Equity Investments Slide 2026
  • CFAI Equity Investments Practice Problems 2026

6 items under this folder.

  • Apr 20, 2026

    practice

    • Apr 10, 2026

      concepts

      • Apr 10, 2026

        formulas

        • Apr 10, 2026

          glossary

          • Apr 10, 2026

            modules

            • Apr 10, 2026

              sources


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