FinanceCFAInvesting

CFA Level I Starter— MintDeck

139 cards covering all 10 CFA Level I topic areas. Each card uses front/back format: question or formula prompt on the front, full answer on the back.

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139cards · Works in MintDeck, Anki, Quizlet, Notion, and Excel

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Topics covered

Ethics & Professional Standards

16 cards

Quantitative Methods

22 cards

Economics

10 cards

Financial Statement Analysis

20 cards

Corporate Finance

10 cards

Equity Investments

15 cards

Fixed Income

15 cards

Derivatives

10 cards

Alternative Investments

6 cards

Portfolio Management

15 cards

Preview the cards

Showing 20 of 139

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#1Front

Standard I(A) — Knowledge of the Law

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#1Back

Members must know and comply with all applicable laws. In conflict, comply with the more strict of law or Code/Standards. Must not knowingly participate in violations.

#2Front

Standard I(B) — Independence and Objectivity

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#2Back

Do not accept gifts/compensation that compromise independence. Modest gifts acceptable; investment banking relationships require independence safeguards.

#3Front

Standard I(C) — Misrepresentation

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#3Back

Do not misrepresent qualifications, services, or performance. No plagiarism. No guarantees of returns.

#4Front

Standard I(D) — Misconduct

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#4Back

Do not engage in dishonesty, fraud, deceit. Crimes involving moral turpitude violate this standard.

#5Front

Standard II(A) — Material Nonpublic Information

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#5Back

Do not trade or cause others to trade on material nonpublic information (MNPI). Information is material if it would affect a reasonable investor's decision.

#6Front

Standard II(B) — Market Manipulation

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#6Back

Do not engage in practices that artificially distort prices or volumes. Includes spreading false information or wash trades.

#7Front

Standard III(A) — Loyalty, Prudence, and Care

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#7Back

Duty of loyalty and prudence to clients. Client interests first. Soft dollar commissions must benefit clients.

#8Front

Standard III(B) — Fair Dealing

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#8Back

Deal fairly but not necessarily equally with all clients. No front-running. New recommendations must reach all clients simultaneously.

#9Front

Standard III(C) — Suitability

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#9Back

Assess client risk tolerance, time horizon, constraints before making recommendations. Suitability applies to each recommendation and the whole portfolio.

#10Front

Standard III(D) — Performance Presentation

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#10Back

Present performance data fairly and accurately. No cherry-picking time periods.

#11Front

Standard III(E) — Preservation of Confidentiality

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#11Back

Keep client information confidential unless disclosure is legally required or the client consents.

#12Front

Standard IV(A) — Loyalty (to Employer)

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#12Back

Act in employer's interest. Cannot take client records or solicit clients after leaving. Independent practice requires employer consent.

#13Front

Standard V(A) — Diligence and Reasonable Basis

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#13Back

Have reasonable basis for all recommendations. Distinguish facts from opinions. Secondary research requires reasonable and independent basis.

#14Front

Standard VI(A) — Disclosure of Conflicts

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#14Back

Disclose actual and potential conflicts of interest in plain language. Disclose ownership of covered stocks, compensation arrangements.

#15Front

Standard VI(B) — Priority of Transactions

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#15Back

Client transactions before personal or employer transactions. No front-running.

#16Front

GIPS: Key Principles

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#16Back

Full composite disclosure, no cherry-picking portfolios, time-weighted returns, verified by independent third party.

#17Front

Future Value formula

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#17Back

FV = PV × (1 + r)^n

#18Front

Present Value formula

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#18Back

PV = FV / (1 + r)^n

#19Front

Ordinary Annuity PV

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#19Back

PV = PMT × [1 − (1 + r)^(−n)] / r

#20Front

Perpetuity PV

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#20Back

PV = C / r

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Who is this deck for?

· CFA candidates preparing for the Level I exam
· Finance students wanting a quick refresher on core concepts
· Anyone considering the CFA program who wants a preview of the material

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