SimpleSheets+

Our CFA® Formula Sheets for Levels 1, 2, & 3

CFA® Exam formula sheets supplement your readings, question banks, and other study materials. Understanding the utility of CFA formulas will help you derive related ones instead of memorizing them.

CFA exam formula sheets are excellent supplements to your CFA readings, question banks, and other study materials.

Why Use UWorld’s CFA Formula Sheets?

SimpleSheets+ help you learn, understand, and retain essential CFA formulas with clear organization, topic-level grouping, and downloadable convenience for every exam level. These powerful resources can be used for mocks, essay writing, and active recall practice.

CFA Level 1 SimpleSheets+

Master the foundations with formulas designed to help you build strong CFA fundamentals. Get structured access to the most important formulas across key topic areas so you can focus on understanding, not memorizing.

These CFA formula sheets are organized by subject for quick reference and active recall. They are perfect for visual learners, new candidates, and those returning to study after a break.

What’s Included:

  • Core formulas from Quantitative Methods, Economics, Corporate Issuers, Equity, Fixed Income, and more
  • Sample formulas: DuPont Analysis, Global Minimum Variance Portfolio
  • Simple definitions and breakdowns of each formula

CFA Level 2 SimpleSheets+

Advance your financial modeling and valuation mastery with applied formulas. CFA Level 2 content focuses heavily on analysis and application. These CFA formula sheets help you organize and retain the core math behind those concepts.

With a clear, topic-by-topic layout, SimpleSheets are perfect for efficient study and revision and tackling vignette-style questions and complex scenario-based problems.

What’s Included:

  • Comprehensive formulas for FSA, Equity, Fixed Income, Derivatives, and more
  • Sample formulas: Sharpe Ratio, Forward Price, FCFF vs FCFE models
  • Definitions, explanations, and formatting that align with real exam application

CFA Level 3 SimpleSheets+

Tackle advanced portfolio management with clarity and confidence. Level 3 is all about strategy and application. SimpleSheets+ distill advanced topics into a clean, approachable format to help you organize your thoughts and elevate your prep.

Our formula sheets are categorized by topic and formatted for easy review under pressure. They are built to help you connect high-level concepts with formula-based logic.

What’s Included:

  • Must-know formulas across Asset Allocation, Portfolio Construction, Derivatives, and more.
  • Sample formulas: Attribution Analysis, Strategic Asset Allocation, Tax Efficiency Metrics

SimpleSheets vs. SimpleSheets+: What’s the Difference?

Compare the free and premium versions of SimpleSheets to find the formula reference that fits your study style.
Feature SimpleSheets
(Free)
SimpleSheets+
($79)
Organized by Topic Area ✔ ✔
Level-Specific Downloads ✔ ✔
Covers All Topics ✖ ✔
Definitions & Concepts ✖ ✔
Exam Prep Focused ! BASIC ✔ ADVANCED

Benefits of Using UWorld's CFA SimpleSheets+

Think Like a CFA Charterholder — Starting Now

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SimpleSheets+

Premium digital in-product supplement offering rapid access to fundamental formulas and concepts, enhancing efficiency and aiding in understanding.

 
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Core

Sharpen your skills with exam-level questions.

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Advanced

Study smarter with guides and on-demand lessons.

Includes EVERYTHING in Core, plus:

Elite

Ace the exam with expert support and live coaching.

Includes EVERYTHING in Advanced, plus:

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Frequently Asked Questions (FAQs)

SimpleSheets SimpleSheets+
SimpleSheets offers a free preview for each CFA Exam level, giving you a glimpse of key formulas organized by topic to support your prep. SimpleSheets+ is an extensive, concise reference guide offering each level’s key formulas, definitions, and fundamental concepts. It is included with the Advanced and Elite packages.

No. You won’t be allowed to carry the formula sheet to the exam. However, it is a valuable resource for preparing for the CFA Exam.

A mountain of formulas is on top of the core CFA curriculum, topics, and learning outcome statements (LOS). When it comes to memorizing CFA Exam formulas, even though they are tough, it is advised to know them all. With our CFA formula sheets, you can understand the key concepts to derive the related formulas and organize them by including categorized formulas for each CFA Program chapter. This is helpful because, as you advance, the ability to grasp topics and demonstrate your knowledge becomes more critical.

Since the CFAI does not provide formula sheets for CFA Exam Levels 1-3, you need to leverage resources from third-party prep providers such as UWorld. Our CFA formula sheets, with their intuitive layouts, thoroughness, and accessibility, give CFA candidates a notable advantage in their CFA prep.

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CFA Level 3 SimpleSheets

 

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CFA Level 1 SimpleSheets

 

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