Free CFA® Formula Sheet
The CFA Level I curriculum is packed with formulas, scattered across hundreds of pages of reading. This free formula summary sheet pulls the most important ones into one document, organized by topic area. Your review sessions start with the formulas in front of you instead of a hunt through your notes. Enter your email and we'll send it straight to your inbox.
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What's Included in the CFA Formula Sheet?
The sheet collects the key formulas from the CFA Level I curriculum and organizes them by topic area. Quantitative methods, fixed income, equity, and the other formula-heavy topics each get their own section.
It is a level-specific document. Everything in it belongs to the Level I exam, not a generic mix across all three levels. That keeps your review focused on what you will actually be tested on.
Formula Sheet Benefits
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Organized by Topic Area Grouped by subject to streamline your study review.
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Level-Specific Document 100% focused on Level I curriculum topics and formulas.
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Covers All Topics Covers all major formula-based topic areas comprehensively.
Who Should Use This Formula Summary?
This sheet is built for CFA Level I candidates, and it earns its keep at two points in your prep. Early on, it gives you a map of what's coming, so formulas feel familiar when you meet them in the curriculum. Later, during your final review weeks, it becomes a fast way to test recall without rereading entire study sessions. It is especially useful if you study around a full-time job.
Review time comes in short windows, and flipping through hundreds of pages to find one formula is time you do not have.
How to Use the CFA Formula Sheet While Studying
A formula sheet works best as an active tool rather than something you read passively. After finishing a topic in your study materials, pull up that section of the sheet and check which formulas you can write out from memory. Annotate it as you go, marking the ones that keep slipping, since those are the ones to drill in your next session. Then pair it with practice questions, because the exam tests whether you can apply a formula under time pressure, not whether you recognize it on a page.
Working through problems with the sheet nearby at first, then without it, is one of the simplest ways to turn recognition into recall. If you are still mapping out when and how to review each topic, our study planning guide walks through how to structure prep around a real schedule.
Prepare Beyond Formula Memorization
Knowing a formula and scoring the point are two different skills. Exam questions rarely hand you clean inputs. They bury the numbers in a scenario, mix in details you do not need, and reward the candidate who can spot which formula applies and work it quickly. That skill only develops through repetition with exam-style questions.
KeyPoint Learning study packages include practice quizzes and mock exams designed to match the format and pacing of the real exam. The formulas on your sheet become tools you reach for automatically, not lines you memorized.
More Free CFA Resources
The formula sheet pairs well with the rest of our free resources. The calculator guide covers which models are approved for the exam and how to set yours up, the study planning guide helps you build a schedule that survives contact with a full-time job, and the blog answers the candidate questions that come up along the way.
The KeyPoint Advantage
We're not the same old study prep provider. Pass rates continue to be at record lows, despite most candidates going with the same big names. We've got some advantages of our own.
Comprehensive
Our study packages are fully inclusive of all materials needed. No piece meal components to cause confusion or gaps.
Optimized
We get down to the core of what is important with a laser focus on the critical learning outcome statements.
Analytical
Keep pace and on track with progress metrics and pinpoint key areas to maximize prep time.
Intuitive
Smoothly flow through the curriculum in a way that makes the learning experience enjoyable and engaging.
User-Focused
A leading edge platform that empowers users to make notes and keep track of what is important to them.
Support
Extra support is available on select packages to avoid roadblocks and to keep moving forward.
Get the Free Formula Sheet and Keep Studying With Structure
Strong formula recall removes one source of exam-day doubt, and it costs you nothing but an email. Download the sheet, fold it into your review routine, and when you are ready to put structure around the rest of your prep, our study packages cover lessons, practice, and mock exams for every level.