CFA Formula Sheets

Wiley’s CFA Formula Sheets were designed to give you an overview of every key equation used in the current CFA program curriculum and are organized by topic areas to help you learn the mathematical foundations tested on the exam quicker than ever.

CFA formula sheets help you organize information

The amount of information you’re asked to consume can be overwhelming. You’ll be asked to master formulas. And Wiley’s CFA Formula Sheets help organize everything with categorized formulas that correspond to each chapter of the CFA curriculum.

CFA formula sheets help you understand concepts

As you progress through each level of the CFA program, the ability to understand the concepts and show your knowledge becomes more and more important. CFA formula sheets are a perfect addition to your reading material and other study tools and should be easily accessible during each and every study session.

CFA formula sheets equip you with practice tools

Wiley’s CFA Formula Sheets also equip you with the practice tools you need to reach your goal of passing each exam. Formula sheets can be used for drills by yourself as well as group study activities as you hone your knowledge with your peers.

You’ll dig into Quantitative Methods, Corporate Finance, and Economics next, followed by Equity Investments and Fixed Income. Derivatives, Alternative Investments, and Portfolio Management round out the Level I topics. You won’t be able to bring the sheet on exam day, but it’s an incredibly valuable resource during your season of preparation, and Wiley’s Formula Sheet is the best you’ll find.

Get access to our Level I CFA Formula Sheets now.

Get access to our Level II CFA Formula Sheets now.

Get access to our Level III CFA Formula Sheets now.

Examples include the future value of single cash flow as well as NPV and IRR, which you’ll often find in conceptual questions on the exam. Another formula that will arise is the Gordon Growth Model, a formula that assumes that dividends will grow at a constant rate into perpetuity and is one of the most used formulas in the CFA curriculum.

Whether you’re tackling covariance, liabilities, depreciation, expected return, or inventory turnover, Wiley’s Formula Sheets along with the wide variety of other study materials give you exactly what you need to achieve your goal of becoming a chartered financial analyst.