Web Analytics
CFA RESOURCE

CFA Glossary of Terms and Formulas

Use this glossary to search CFA terms, formulas, and finance concepts while you study. Browse alphabetically, search for a specific term, or review short definitions across the CFA Program.

This page is built for candidates preparing for CFA Level I, Level II, or Level III.

Search by CFA Level
Search by specific terms
CFA Candidate Studying KeyPoint Learning
Showing 56-60 of 776 terms Level: Level III × Clear all
Per page:

An approach to finance based on the observation that psychological variables affect and often distort individuals’ investment decision making.

A focus on individual level behavior that examines the behavioral biases that distinguish individual investors from the rational decision makers of traditional finance.

Benchmark

Level III

In an investments context, a standard or point of reference for evaluating the performance of an investment portfolio.

The yield on a credit security over the yield on a security with little or no credit risk (benchmark bond) and with a similar duration.

COMMON QUESTIONS

FAQs About KeyPoint Learning's CFA Glossary

A CFA glossary is a reference list of terms, formulas, and finance concepts that appear across the CFA Program. It helps candidates review key ideas while studying for Level I, Level II, or Level III.

CFA Glossary

This glossary is designed to support candidates across the CFA Program. Where level information is available, terms can be labeled by CFA Level I, Level II, or Level III.

CFA Glossary

Yes, formula-related terms may be included in the glossary. For a more focused formula review, use the CFA Formula Sheet resource.

CFA Glossary

No. It is better to understand important terms in context than to memorize every definition by itself. Focus on how each concept works, where it appears in the curriculum, and how it may be tested.

CFA Glossary

You can explore KeyPoint Learning’s CFA resources for study planning, calculator guidance, formulas, GIPS Standards, and CFA Program information.

CFA Glossary
KEEP BUILDING YOUR UNDERSTANDING

Explore More CFA Resources

Definitions are useful when you need a quick review. But CFA prep also requires structure, practice, and a clear plan for your exam window.

Use these resources to keep studying:

Adding to Cart

Preparing your study package access...