The CFA exam does not provide a formula sheet, and candidates must recall formulas from memory during the test. A concise, well‑organized reference for study time is therefore essential. The FinQuiz Level I formula sheet is a curriculum‑aligned quick reference that keeps all key formulas in one place for fast, daily review.
Use the FinQuiz formula sheet during study and revision only. The live CFA exam is not open‑book and candidates may not bring formula sheets into the test center.
Many candidates search for a CFA Level 1 formula sheet PDF, CFA cheat sheet, or equation sheet in the weeks before the exam that reflects three realities:
Quantitative Methods, Fixed Income, Derivatives, and Portfolio Management rely on multi‑step formulas. Pulling them from scattered notes the week before the exam is inefficient and stressful.
Candidates must memorize formulas and know when and how to apply them. A structured sheet for study time is critical if you want to move quickly during the exam without second‑guessing notation.
A single, well‑organized reference lets you run multiple high‑yield formula passes in the final weeks—far more efficient than re‑reading full chapters or searching through long notes.
Formulas are grouped by topic and Learning Module, with clear headings, for example:
This mirrors how you study, making it easy to find exactly what you need.
Each formula is written using consistent symbols and often includes a short reminder of:
The goal is fast recognition, not long paragraphs that slow you down.
Layout and font sizes are tuned so you can:
The sheet is designed to fit into any CFA Level I study plan, whether you rely on the official curriculum, another provider, or your own notes.
The formula sheet is most powerful when paired with exam‑style questions. Once you are comfortable with the formulas, consider:
Many candidates start with the standalone formula sheet and upgrade later when they are ready for high‑volume practice.
The FinQuiz CFA Level I formula sheet removes the chaos from formula review. Instead of hunting through long notes, you can focus on a concise, well‑structured reference that mirrors the way the curriculum is organized.
Download the free sample to see the layout, then unlock the full 2026 sheet when you are ready.
Real feedback from CFA candidates who used our formula resources in their preparation.
“Thanks a lot! I used it for L2 and it was nice.”
“I would recommend FinQuiz for its smart summaries, curriculum notes and formula sheet.”
Yes. The FinQuiz formula sheet is aligned with the 2026 CFA Level I curriculum and Learning Modules. When the curriculum changes, we update the formulas and notation to remain consistent with current readings.
No. The live CFA exam is not open‑book, and you may not bring formula sheets, notes, or printed materials into the test. The FinQuiz formula sheet is intended for study and revision only, to help you memorize and practice formulas before exam day.
We provide a free sample PDF so you can review the layout, notation, and level of detail before purchasing. The full formula sheet is a paid resource that covers all Level I topics.
Many free lists are incomplete, outdated, or inconsistent with current curriculum notation. The FinQuiz sheet is:
This saves you time and reduces the risk of relying on incorrect or missing formulas.
No. FinQuiz is an independent exam preparation provider. CFA Institute owns the CFA®, Chartered Financial Analyst®, and related trademarks and controls the official curriculum and examinations. Our materials are original prep resources designed to help candidates study; they are not endorsed or reviewed by CFA Institute.