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This is what the formula sheet looks like
Clean notation, grouped by topic and Learning Module, with the variable definitions and hints you need for fast recognition.
The CFA exam gives you no formula sheet — you recall everything from memory. This curriculum-aligned quick reference keeps all key formulas in one place for fast, daily review.
For study and revision only. The live CFA exam is not open-book — candidates may not bring formula sheets into the test center.
Candidates search for a formula sheet, cheat sheet, or equation sheet in the final weeks for three good reasons.
Quant, Fixed Income, Derivatives, and Portfolio Management rely on multi-step formulas. Pulling them from scattered notes the week before is slow and stressful.
You must memorize formulas and know when to apply them. A structured sheet for study time is critical to move fast on exam day without second-guessing notation.
One well-organized reference lets you run multiple high-yield formula passes in the final weeks — far more efficient than re-reading whole chapters.
Clean notation, grouped by topic and Learning Module, with the variable definitions and hints you need for fast recognition.
Grouped by topic and Learning Module with clear headings:
Consistent symbols with short reminders of:
Layout and font sizes tuned so you can:
Whether you use the official curriculum, another provider, or your own notes, the sheet slots right in.
Want to see how formulas connect to real exam questions first? Read our free Rates & Returns walkthrough — it covers EAR, HPR, and annualized returns exactly the way the sheet organizes them.
Choose 2026 or 2027 — $39
The formula sheet is a fast, daily recall tool that works with any study plan. Here's who gets the most out of it.
The Formula Sheet locks in recall. Battle-Ready Summaries — our best-selling visual flow-chart summaries — show how those formulas connect across the whole curriculum, so you recognize which one a question is really asking for.
Most candidates pair the two: summaries for connected understanding, the sheet for daily formula drills.
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 current CFA Level I curriculum and Learning Modules for both the 2026 and 2027 exams. You choose your exam year at checkout, and when the curriculum changes we update the formulas and notation to stay consistent with current readings.
You're covered by the FinQuiz pass guarantee. If you don't pass, we give you the updated next-edition formula sheet — matched to your new exam window — completely free. Just email info@finquiz.com with your order details and exam result. This policy applies to every FinQuiz product.
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.
Swap the chaos of hunting through long notes for one concise, well-structured reference that mirrors the curriculum. Download the free sample, then unlock the full sheet for your exam year — and if you don't pass, the next edition is on us.
Choose 2026 or 2027 — $39 Download free sample