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Benson Peters
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Decks in this class (63)
Reading 1: Ethics and Trust in the Investment Profession
Explain ethics,
Describe the role of a code of et...,
Identify challenges to ethical be...
6
cards
Reading 2: Code of Ethics and Standards of Professional Conduct
Describe the structure of the cfa...,
State the 6 components of the cod...,
Explain the ethical responsibilit...
3
cards
Reading 3: Standard 1 (Professionalism)
Standard 1 professionalism,
Standard 1a knowledge of the law ...,
Standard 1b independence and obje...
5
cards
Reading 4- Introduction to Global Investment Performance Standards
Explain why the gips standards we...,
Explain the construction and purp...,
Explain the requirements for veri...
3
cards
Reading 5- The GIPS Standards
Describe the key features of the ...,
Describe the scope of the gips st...,
Explain how gips standards are im...
4
cards
Reading 6: The Time Value of Money ("A Dollar Today does NOT HAVE the same value as a Dollar Tomorrow")
Los 6a interpret interest rates a...,
Los 6a interpret interest rates a...,
Los 6a interpret interest rates a...
19
cards
Reading 7: Discounted Cash Flow Applications
Introductory concepts understandi...,
Los 7a calculate interpret the np...,
Los 7a calculate interpret the np...
19
cards
Reading 8: Statistical Concepts & Market Returns
Los 8a a distinguish between desc...,
Los 8a b distinguish between a po...,
Los 8a c among the types of measu...
19
cards
Reading 9: Probability Concepts
Los 9a define a random variable a...,
Los 9b state the 2 defining prope...,
Los 9b what are the 3 different t...
17
cards
Reading 10: Common Probability Distributions
What are discrete random variables,
So then what is a continuous rand...,
What is a probability function
8
cards
Reading 11: Sampling and Estimation
What is simple random sampling sa...,
Tell me the difference between sa...,
What is the difference between th...
8
cards
Reading 12: Hypothesis Testing
0
cards
Reading 14: Topics in Demand & Supply Analysis
How do you calculate price income...,
How do you calculate price income...,
How do you calculate price income...
10
cards
Reading 15: The Firm & Market Structures
What is the difference between a ...,
What is a monopoly,
What is monopolistic competition
9
cards
Reading 16: Aggregate Output, Prices, and Economic Growth
Please explain gdp using expendit...,
Please explain to me the sum of v...,
Compare nominal gdp real gdp gdp ...
8
cards
Reading 17: Understanding Business Cycles
Describe the business cycle and i...,
Describe types of unemployment an...,
Describe inflation hyperinflation...
6
cards
Reading 18: Monetary & Fiscal Policy
Compare monetary and fiscal policy,
Describe the functions of money,
Explain the money creation process
8
cards
Reading 19: International Trade and Capital Flows
Compare gdp and gnp,
Describe the benefits and costs o...,
Distinguish between comparative a...
7
cards
Reading 20: Currency Exchange Rates
Define an exchange rate distingui...,
Describe functions of and partici...,
Calculate and interpret the perce...
8
cards
Income Statement Ratios
Gross profit margin,
Net profit margin,
Vertical common size income state...
10
cards
Balance Sheet Ratios
Current ratio liquidity ratio,
Quick ratio liquidity ratio,
Cash ratio liquidity ratio
12
cards
IS/BS Ratios
Basic earnings per share basic ep...,
Dilutive earnings per share dilut...,
Receivables turnover ratio activi...
14
cards
Cash Flow Statement Ratios
Free cash flow general,
Free cash flow firm,
Free cash flow equity
4
cards
CF/BS Ratios
Cash return on assets ratio,
Cash return on equity ratio,
Cash flow per share ratio
7
cards
CF/IS Ratios
Cash flow to revenue ratio,
Cash to income ratio,
Interest coverage ratio
3
cards
Bond Terminology
Face value maturity value par value,
Coupon rate,
Coupon payments
6
cards
Reading 21- Financial Statement Analysis: An Introduction
Describe the roles of financial r...,
Describe the roles of the stateme...,
Describe the importance of financ...
6
cards
Reading 22- Financial Reporting Standards
Describe the objective of financi...,
Describe roles and desirable attr...,
Describe the status of global con...
9
cards
Reading 23- Understanding Income Statements
Describe the components of the in...,
Describe general principles of re...,
Calculate revenue given informati...
13
cards
Reading 24- Understanding Balance Sheets
Describe the elements of the bala...,
Describe uses and limitations of ...,
Describe alternative formats of b...
8
cards
Reading 25- Understanding Cash Flow Statements
Compare cash flows from operating...,
Describe how non cash investing a...,
Contrast cash flow statements pre...
9
cards
Reading 26- Financial Analysis Techniques
Describe tools and techniques use...,
Classify calculate and interpret ...,
Describe relationships among rati...
7
cards
Reading 27- Inventories
Distinguish between costs include...,
Describe different inventory valu...,
Calculate and compare cost of sal...
12
cards
Reading 28- Long-Lived Assets
Distinguish between costs that ar...,
Compare the financial reporting o...,
Explain and evaluate how capitali...
16
cards
Reading 29- Income Taxes
Describe the differences between ...,
Explain how deferred tax liabilit...,
Calculate the tax base of a compa...
10
cards
Reading 30- Non-Current (Long-Term) Liabilities
Determine the initial recognition...,
Describe the effective interest m...,
Explain the derecognition of debt
11
cards
Reading 31- Financial Reporting Quality
Distinguish between financial rep...,
Describe a spectrum for assessing...,
Distinguish between conservative ...
9
cards
Reading 32- Financial Statement Analysis: Applications
Evaluate a companys past financia...,
Forecast a companys future net in...,
Describe the role of financial st...
5
cards
Reading 33- Corporate Governance and ESG
0
cards
Reading 34- Capital Budgeting
0
cards
Reading 35- Cost of Capital
0
cards
Reading 36- Measures of Leverage
0
cards
Reading 37- Working Capital Management
0
cards
Reading 38- Portfolio Management
0
cards
Reading 39- Portfolio Risk and Return 1
0
cards
Reading 40- Portfolio Risk and Return 2
0
cards
Reading 41- Basics of Portfolio Planning and Construction
0
cards
Reading 42- Risk Management: An Introduction
0
cards
Reading 43- Fintech in Investment Management
0
cards
Reading 44- Market Organization and Structure
0
cards
Reading 45- Security Market Indexes
0
cards
Reading 46- Market Efficiency
0
cards
Reading 47- Overview of Equity Securities
0
cards
Reading 48- Introduction to Industry and Company Analysis
0
cards
Reading 49- Equity Valuation: Concepts and Basic Tools
0
cards
Reading 52: Fixed Income Valuation (Bond Valuation EQUATIONS)
Calculate pv using spot rates,
Calculate the full price of a bond,
Calculate flat price
9
cards
Reading 3: Standard 2 (Integrity of Capital Markets)
Standard 2 integrity of capital m...,
Standard 2a material nonpublic in...,
Standard 2b market manipulation
4
cards
Reading 3: Standards 3: Duties to Clients
Standard 3 duties to clients,
Standard 3a loyalty prudence and ...,
Standard 3b fair dealing duty to ...
6
cards
Reading 3: Standards 4-Duties to Employers
Standard 4 duties to employers,
Standard 4a loyalty,
Standard 4b additional compensati...
4
cards
Reading 3: Standard 5- Investment Analysis, Recommendations, and Actions
Standard 5 investment analysis,
Standard 5a diligence and reasona...,
Standard 5b communications with c...
4
cards
Reading 3: Standard 6- Conflicts of Interest
Conflicts of interest,
6a disclosure of conflicts,
6b priority of transactions
4
cards
Reading 3: Standard 7- Responsibilities as a CFA Member
Standard 7a conduct as participan...,
Standard 7b reference to cfa inst...
2
cards
Global Investment Performance Standards
What is the purpose of gips stand...,
What was the reason that people d...,
How do you know that an investmen...
4
cards
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CFA LEVEL 1 NOTES
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