CFA Level I Calculation Guides
Public, crawlable references for CFA Level I formulas, BA II Plus keystrokes, worked examples, and calculation comparisons.
calculator
- BA II Plus Calculator Shortcuts for CFA Level I - Fast BA II Plus workflows for clearing registers, storing values, changing signs, and avoiding exam-day calculator errors.
- BA II Plus: NPV Calculation Step by Step - Exact BA II Plus keystrokes for net present value with a worked capital budgeting example.
- BA II Plus: IRR Calculation Step by Step - Exact BA II Plus workflow for calculating IRR from uneven project cash flows.
- BA II Plus: Bond Price Calculation Step by Step - How to calculate a bond price on the BA II Plus with annual and semiannual coupon inputs.
- BA II Plus: Effective Annual Rate Step by Step - Calculate effective annual rate from stated annual rate and compounding frequency.
- BA II Plus: Future Value Step by Step - Exact BA II Plus TVM keystrokes to calculate future value for CFA Level I lump-sum problems.
- BA II Plus: Present Value Step by Step - Exact BA II Plus TVM keystrokes to calculate present value from a future cash flow.
- BA II Plus: Annuity Payment Step by Step - Calculate annuity payments on the BA II Plus for loans, savings plans, and CFA TVM questions.
- BA II Plus: Annuity Due Step by Step - Set BGN mode and calculate annuity-due values on the BA II Plus.
- BA II Plus: Amortization Schedule Step by Step - Use the BA II Plus amortization worksheet to split loan payments into interest and principal.
- BA II Plus: Yield to Maturity Step by Step - Calculate bond yield to maturity on the BA II Plus using TVM inputs.
- BA II Plus: Duration Price Change Step by Step - Use modified duration and convexity on the BA II Plus to estimate bond price changes.
- BA II Plus: Standard Deviation Step by Step - Use the BA II Plus DATA and STAT worksheets to compute sample standard deviation.
- BA II Plus: Mean and Variance Step by Step - Calculate mean and variance from a data set using BA II Plus statistics outputs.
- BA II Plus: Cash Flow Worksheet Step by Step - Enter uneven and repeated cash flows correctly in the BA II Plus CF worksheet.
- BA II Plus: Portfolio Return Step by Step - Calculate weighted-average portfolio return using BA II Plus memory keys.
- BA II Plus: CAPM Step by Step - Calculate required return with CAPM using BA II Plus arithmetic and memory keys.
- BA II Plus: Continuous Compounding Step by Step - Use LN and e^x on the BA II Plus for continuously compounded returns and discounting.
calculation-reference
- Time Value of Money Calculations on the BA II Plus - CFA Level I TVM reference for present value, future value, annuities, perpetuities, and BA II Plus inputs.
- CFA Level I Quantitative Methods Calculation Guide - Formulas, examples, and calculator workflows for CFA Level I quantitative methods.
- CFA Level I Fixed Income Calculations - Bond pricing, yield, duration, convexity, spot rates, and forward rates for CFA Level I.
- NPV and IRR Calculations for CFA Level I - Capital budgeting guide for net present value, internal rate of return, and BA II Plus cash flow worksheet inputs.
- How to Calculate Modified Duration - Formula, worked example, BA II Plus workflow, and common mistakes for modified duration.
- Black-Scholes on BA II Plus - How to structure Black-Scholes option inputs and what the BA II Plus can and cannot do directly.
- CFA Level I Economics Calculations - Elasticity, GDP, inflation, exchange rates, and monetary-policy calculations for CFA Level I.
- CFA Level I Financial Statement Analysis Calculations - Ratio analysis, DuPont decomposition, cash flow metrics, and inventory accounting calculations.
- CFA Level I Corporate Issuers Calculations - NPV, IRR, WACC, cost of capital, leverage, and working-capital calculations.
- CFA Level I Equity Investments Calculations - Dividend discount models, valuation multiples, index returns, and required return calculations.
- CFA Level I Derivatives Calculations - Forward pricing, option payoffs, put-call parity, and Black-Scholes calculation setup.
- CFA Level I Alternative Investments Calculations - Real estate, private equity, hedge fund fee, commodity, and infrastructure calculations.
- CFA Level I Portfolio Management Calculations - Expected return, portfolio risk, CAPM, Sharpe ratio, and performance measurement calculations.
- CFA Level I Ethics and GIPS Performance Calculations - Public reference for GIPS-linked return, composite, dispersion, and performance presentation calculations.
comparison
- Time-Weighted vs Money-Weighted Return - Compare TWR and MWR with formulas, examples, and CFA Level I interpretation rules.
- FIFO vs LIFO Impact on Financial Statements - Compare FIFO and LIFO effects on COGS, inventory, gross profit, taxes, and ratios.
- Spot Rate vs Forward Rate - Explain spot rates, forward rates, no-arbitrage relationships, and fixed income exam traps.
- Macaulay vs Modified Duration - Compare Macaulay duration and modified duration with formulas and exam interpretation.
formula-sheet
- CFA Level I Quantitative Methods Formula Sheet - Public formula sheet for CFA Level I quantitative methods calculations.
- CFA Level I Financial Statement Analysis Formula Sheet - Public formula sheet for ratios, DuPont analysis, cash flow metrics, and inventory effects.
- CFA Level I Fixed Income Formula Sheet - Public formula sheet for bond pricing, yield, duration, convexity, spot rates, and forward rates.
- CFA Level I Derivatives Formula Sheet - Public formula sheet for forwards, futures, options, put-call parity, and Black-Scholes inputs.
- CFA Level I Portfolio Management Formula Sheet - Public formula sheet for expected return, variance, CAPM, Sharpe ratio, and performance measurement.
- CFA Level I Economics Formula Sheet - Public economics formula sheet for elasticity, GDP, inflation, FX, and parity relationships.
- CFA Level I Corporate Issuers Formula Sheet - Public formula sheet for WACC, capital budgeting, leverage, and working capital.
- CFA Level I Equity Investments Formula Sheet - Public formula sheet for equity returns, valuation models, multiples, and index calculations.
- CFA Level I Alternative Investments Formula Sheet - Public formula sheet for cap rates, NOI valuation, fund fees, and commodity return components.
- CFA Level I Ethics and GIPS Formula Sheet - Public formula sheet for performance presentation calculations linked to Ethics and GIPS.