CFA CFA Level 1 Level 1 Formulas

Level 1 Formulas

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      I have compiled and have been trying to memorize the list of formulas at the end of the Schewser study guides. However, according to Schweser exam tips, there are a few very important ones to memorize such as DuPont ROE, etc but that the exam was too calculation/formula centric. I was wondering if anyone can provide tips on which formulas are the most absolute critical formulas to memorize? I’m trying to go the 80/20 route given there is not much time left so I just want to make sure I can memorize the formulas that are most necessary and not have to worry too much about the rest. 

    • Avatar of simply_complex2simply_complex2
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        i may also add in put call parity, but since derivatives isn’t a big part of the exam i may let it slide

      • Avatar of DigitalWizardDigitalWizard
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          From all the mocks I’ve been taking, at a minimum you need: DuPont(in all its varieties is best), beta, Capm, Weight of a two asset portfolio, WACC, cost of preferred stock, Cov(), DDM, Standard error, CV, roys/sortino/sharp, leverages, duration & convexity, throw in a bunch of ratios for Financial reporting and analysis and I think you’ve got a set of winners to focus on. That doesn’t include the stuff that the calculator knows how to do, TVM, CF, Stats, Depreciation/Amortization, etc.  I am sure there are hundreds more, but these are the ones that have come up a lot that I have in my notes.

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