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139 cards · .apkg and CSV

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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1Front
Standard I(A) — Knowledge of the Law

ethics · mintdeck · cfa-level-1

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

ethics · mintdeck · cfa-level-1

2Back
Do not accept gifts/compensation that compromise independence. Modest gifts acceptable; investment banking relationships require independence safeguards.
3Front
Standard I(C) — Misrepresentation

ethics · mintdeck · cfa-level-1

3Back
Do not misrepresent qualifications, services, or performance. No plagiarism. No guarantees of returns.
4Front
Standard I(D) — Misconduct

ethics · mintdeck · cfa-level-1

4Back
Do not engage in dishonesty, fraud, deceit. Crimes involving moral turpitude violate this standard.
5Front
Standard II(A) — Material Nonpublic Information

ethics · mintdeck · cfa-level-1

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

ethics · mintdeck · cfa-level-1

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

ethics · mintdeck · cfa-level-1

7Back
Duty of loyalty and prudence to clients. Client interests first. Soft dollar commissions must benefit clients.
8Front
Standard III(B) — Fair Dealing

ethics · mintdeck · cfa-level-1

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

ethics · mintdeck · cfa-level-1

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

ethics · mintdeck · cfa-level-1

10Back
Present performance data fairly and accurately. No cherry-picking time periods.
11Front
Standard III(E) — Preservation of Confidentiality

ethics · mintdeck · cfa-level-1

11Back
Keep client information confidential unless disclosure is legally required or the client consents.
12Front
Standard IV(A) — Loyalty (to Employer)

ethics · mintdeck · cfa-level-1

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

ethics · mintdeck · cfa-level-1

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

ethics · mintdeck · cfa-level-1

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

ethics · mintdeck · cfa-level-1

15Back
Client transactions before personal or employer transactions. No front-running.
16Front
GIPS: Key Principles

ethics · mintdeck · cfa-level-1

16Back
Full composite disclosure, no cherry-picking portfolios, time-weighted returns, verified by independent third party.
17Front
Future Value formula

quant · mintdeck · cfa-level-1

17Back
FV = PV × (1 + r)^n
18Front
Present Value formula

quant · mintdeck · cfa-level-1

18Back
PV = FV / (1 + r)^n
19Front
Ordinary Annuity PV

quant · mintdeck · cfa-level-1

19Back
PV = PMT × [1 − (1 + r)^(−n)] / r
20Front
Perpetuity PV

quant · mintdeck · cfa-level-1

20Back
PV = C / r

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Topics covered

10 topics

  • 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

Who it’s 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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This deck is provided for educational purposes. CFA Institute does not endorse, promote, review, or warrant the accuracy of the products or services offered. CFA® is a registered trademark of CFA Institute.