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CFA Level I Study Notes

A searchable library of concise notes covering every Level I topic area. Use it to review a single concept fast, or work through a topic from start to finish alongside your study plan.

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9 Level I topic areas. Each opens its own hub of notes.

Alternative Investments

21 notes

Corporate Issuers

26 notes

Derivatives

23 notes

Economics

40 notes

Equity Investments

57 notes

Ethical & Professional Standards

46 notes

Fixed Income

30 notes

Portfolio Management

35 notes

Quantitative Methods

44 notes

All study notes

Showing 1–9 of 322 notes
Ethical & Professional Standards

Application of the Code and Standards: Level I

CFA ethics questions are not asking whether something turned out badly. They ask whether the conduct, at the m...

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Ethical & Professional Standards

CFA Institute Professional Conduct Program and Enforcement

The CFA® Professional Conduct Program is how CFA Institute enforces the Code and Standards and its related rul...

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Ethical & Professional Standards

CFA Level I Ethical and Professional Standards

This hub organizes the full CFA® Level I Ethics curriculum into one study path, from the Code of Ethics throug...

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Ethical & Professional Standards

Challenges to Ethical Behavior

The challenges to ethical behavior are the forces that weaken sound judgment even when a person knows the rele...

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Ethical & Professional Standards

Code of Ethics and Standards of Professional Conduct

The CFA® Code of Ethics is the high-level statement of how investment professionals should behave. The Standar...

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Ethical & Professional Standards

Ethical Decision-Making Framework

An ethical decision-making framework is a repeatable process for working through a professional choice when th...

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Ethical & Professional Standards

Ethical Standards vs Legal Standards

The difference between legal and ethical standards is the difference between a floor and a fuller duty. Legal...

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Ethical & Professional Standards

Ethics and Trust in the Investment Profession

Ethics and trust in the investment profession describe why clients hand their money to people they cannot full...

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Ethical & Professional Standards

GIPS Composites

A composite under the Global Investment Performance Standards (GIPS®) is a group of one or more portfolios man...

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