CFA SimpleSheets+
The Ultimate Formula Sheets for L1, L2, and L3

CFA exam formula sheets are excellent supplements to your CFA readings, question banks, and other study materials. As such, they should be kept readily available. We help you understand the utility of CFA formulas so that you can derive related formulas as needed instead of memorizing each one.

Why Use UWorld's
CFA Formula Sheets?

CFA exam formula sheets provide an overview of the CFA Program subject matter and provide candidates a feel for the CFA Levels 1, 2, and 3 formulas they'll need to know. Topic areas organized to help you learn the mathematical foundations tested on each exam faster than ever before. All UWorld CFA prep subscribers have exclusive access to the PDF versions of our comprehensive CFA formula sheets – SimpleSheets+. Take advantage of this valuable resource to enhance your study experience.

CFA Level 1 Formula Sheet

The CFA Level 1 formula sheet download (PDF) from UWorld Finance includes a description of each equation used on the CFA Level 1 exam, such as the Efficient Global Minimum Variance Portfolio and DuPont analysis. It's structured by subjects heavy on formulas, including Quantitative Methods, Economics, Corporate Issuers, Equity Investments, Derivative Investments, Portfolio Management, and Fixed Income.

CFA Level 1 Quantitative Methods Formula
The CFA Level 1 formula sheet download (PDF) from UWorld Finance includes a description of each equation used on the CFA Level 1 exam, such as the Efficient Global Minimum Variance Portfolio and DuPont analysis. It's structured by subjects heavy on formulas, including Quantitative Methods, Economics, Corporate Issuers, Equity Investments, Derivative Investments, Portfolio Management, and Fixed Income.
The CFA Level 2 formula sheet PDF from UWorld Finance is as valuable as the Level 1 formula sheet. It provides an overview of all the main equations featured on the CFA Level 2 exam and is structured by the topics you'll need to study as you prepare. One of the CFA Level 2 formulas is the Sharpe ratio: (asset return - risk-free rate) / asset standard deviation. This metric manages risk across assets while assessing return on the same scale.

CFA Level 2 Formula Sheet

The CFA Level 2 formula sheet PDF from UWorld Finance is as valuable as the Level 1 formula sheet. It provides an overview of all the main equations featured on the CFA Level 2 exam and is structured by the topics you'll need to study as you prepare. One of the CFA Level 2 formulas is the Sharpe ratio: (asset return - risk-free rate) / asset standard deviation. This metric manages risk across assets while assessing return on the same scale.

CFA Level 3 Formula Sheet

The CFA Level 3 exam requires the most preparation and study time. UWorld's CFA Level 3 formula sheet PDF is one of the most helpful study resources available. It will assist you in understanding ideas and organizing information by providing an overview of all the necessary Level 3 formulas (categorized by topic area). The UWorld CFA Level 3 formula sheet will not be with you on exam day, but it's one of the most helpful study aids available as you prepare for the last phase of your CFA journey.

The CFA Level 3 exam requires the most preparation and study time. UWorld's CFA Level 3 formula sheet PDF is one of the most helpful study resources available. It will assist you in understanding ideas and organizing information by providing an overview of all the necessary Level 3 formulas (categorized by topic area). The UWorld CFA Level 3 formula sheet will not be with you on exam day, but it's one of the most helpful study aids available as you prepare for the last phase of your CFA journey.

Benefits of Using UWorld's CFA Formula Sheets

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Frequently Asked
Questions

You won’t be allowed to carry the formula sheet to the exam. Nevertheless, it is a valuable resource for preparing for the CFA exam.
On top of the core CFA curriculum, topics, and learning outcome statements (LOS) is a mountain of formulas. When it comes to memorizing CFA exam formulas, even though they are tough, it is advised to know them all. With UWorld’s CFA formula sheets, you comprehend the key concepts to derive the related formulas and can 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 any CFA exam levels (L1, L2, or L3), candidates need to leverage resources from third-party prep providers. UWorld’s CFA formula sheets, with their intuitive layouts, thoroughness, and accessibility, give CFA candidates a notable advantage in their CFA prep.
SimpleSheetsSimpleSheets+
Distills the most tested CFA formulas so you don’t waste time digging.Organizes all curriculum formulas in a simple, easy-to-understand format.*
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