Quick reference items are fully complete for all Level I CFA® topics.
2
- 2-stage Growth Model
3
- 30/360 convention
a
- A priori probability
- Accounting for intangible assets
- Accounting profit
- Accounts payable
- Accounts receivable
- Accrual accounting
- Accrued interest
- Accrued liabilities
- Active short-term investment strategy
- Activity ratios
- Actual/Actual convention
- Addition rule
- Adjusted R-squared
q
- Quasi-government bonds
a
- Agency bonds
- Agency costs of equity
- Agency RMBS
- Agent
- Aggregate demand
- Aggregate supply
- AIC
e
- Akaike’s Information Criterion
a
- All-inclusive quote
- Alternative hypothesis
m
- Multilateral Trading Facilities
e
- Electronic Communication Networks
a
- Alternative Trading Systems
- ATS
- ADR
- American Depository Receipt
- American-style option
- American option
- Amortisation
- Amortising bonds
- Anchoring and adjustment bias
- AGM
- Annual General Meeting
- Annuity
- Annuity due
- ANOVA table
- ANOVA
- Appraisal index
- ApproxCon
- Approximate convexity
- Approximate modified duration
- Arbitrage
- Arithmetic mean
t
- TRIN
a
- Arms index
- Ascending triangle
- Ask price
o
- Offer price
a
- Asset Allocation
- Asset-Backed Securities
- ABS
c
- Costs of asymmetric information
a
- Asymmetric information
- Auditor’s opinion
- Autarky
- Autoregressive model
- AR model
- Availability bias
- Available-for-sale securities
- Average cost method
w
- Weighted average cost method
b
- Backfill bias
- Backup lines of credit
- Backwardation
- Bad debt reserve
- Balance of Payments
- Balance sheet
- Balloon payment
- Balloon risk
- BDY
- Bank Discount Yield
- Bank guarantee
- Bar chart
- Base-rate neglect
- Basic EPS
- bp
- Basis point
- Basket of Listed Depository Receipts
- BLDR
- Bayes' formula
s
- Schwarz.s Bayesian information criteria
e
- Bayesian Information Criterion
b
- BIC
- Bearer bonds
- Belief perseverance bias
- Benchmark issue
- Benchmark bonds
- Benchmark spread
- Benchmark rate
- Benchmark yield
- Bernoulli random variable
- Best efforts offering
- Best-in-class screening
- Best-in-class
- Bid-offer spread
- Bid–ask spread
- Bid price
- Big data
- Bilateral loan
- Bill-and-hold transaction
- Binomial distribution
- Binomial model
- Block broker
- Blockchain
- Bollinger band
- Bond auction
- Bond duration
- Bond Equivalent Yield
- Bond indenture
t
- Trust deed
b
- Book building
c
- Carrying value
b
- Book value
- Book value of equity
- BVPS
- Book value per share
- Box and whisker plot
- Breakeven point
- Breusch-Godfrey test
- BG Test
- BP Test
- Breusch-Pagan Test
- Broad market index
- Broker
- Broker-Dealer
- Brokered market
- Brownfield investments
- Bullet bond
- Business risk
c
- Call market
- Call money rate
- Call option
- Call deferment period
- Call protection period
- Call provision
- Callable bond
- Candlestick chart
- Cannibalisation
- Capital Account
- CAL
- Capital Allocation Line
- CAPM
- Capital Asset Pricing Model
- Capital market expectations
- Capital Market Line
- CML
- Capital protected instruments
- Capital rationing
- Capitalisation
- Capitalisation rate
- Cap rate
- Capitalised interest
- Carhart Model
- Cash conversion cycle
- CCC
- Cash flow per share
- Cash flow per share ratio
- Cash flow to revenue ratio
- Cash flow yield
f
- Financing cash flow
c
- Cash from financing activities
- CFF
- Cash from investing activities
- CFI
i
- Investing cash flow
o
- Operating cash flow
c
- CFO
- Cash from operating activities
- Cash ratio
- Cash return on assets ratio
- Cash return on equity ratio
- Cash-settled forward contract
n
- Non-deliverable forwards
c
- Contracts for differences
- Cash to income ratio
v
- VIX
c
- CBOE VIX
- Central bank funds rates
- Central exchange
- Central limit theorem
- Certificate of deposit
- Change in polarity
- Channel stuffing
- Chebyshev’s inequality
- Chi-Square test
- Classification of cash flows
- Classified balance sheet
- Clearing instructions
- Clearinghouse
- Closed-end fund
- Closed-end mutual funds
- Coefficient of determination
r
- R-squared
c
- Coefficient of Variation
- COV
- Collateral trust bonds
- Collateral yield
- Collateralised Debt Obligations
- CDO
- Collateralised Mortgage Obligation
- CMO
- Collaterals
- Combination formula
- CMBS
- Commercial Mortgage-Backed Securities
- Commercial paper
- Committed capital
- Common shares
o
- Ordinary shares
c
- Common stock
- Common-Size Analysis
- Complex capital structure
- Component depreciation method
- Conditional Prepayment Rate
- CPR
- Conditional probability
- Conditional Value at risk
- CVaR
- Confidence interval
- Confirmation bias
- Confusion matrix
- Conservatism bias
- Constant-yield price trajectory
- Consumer Price Index
- CPI
- Consumer surplus
- Contango
- Contingency provision
- Contingency table
- CoCos
- Contingent convertible bonds
- Continuation pattern
- Continuous trading market
- Continuous market
- Continuous random variable
- Contraction risk
- Contributed capital
- Convenience yield
- Conventional cash flow
- Conversion parity
- Conversion premium
- Conversion price
- Conversion ratio
- Conversion value
- Convert LIFO to FIFO statement
- Convertible bonds
- Convertibility provision
- Convertible preference shares
- Convertible preferred stock
- Convertible preference shares
- Convertible preferred shares
- Convexity adjustment
- Cook's Distance
- Core Inflation
- CCR
- Corporate Credit Rating
- Corporate exhaust
- CFR
- Corporate Family Rating
- Corporation
- Correlation
- Cost flow method
- Cost model
- COGS
- Cost of goods sold
- Cost of preferred stock
- Cost of trade credit
- Cost-Push Inflation
- Coupon bonds yield curve
- Coupon rate
- Covariance
- Covariance stationarity
- Covariance stationary
- Coverage ratios
- Covered bonds
- Covered interest rate parity
- CIRP
- Credit analysis
- Credit Default Swap
- CDS
- Credit derivative
- Credit enhancements
- Credit-linked bonds
- Credit-Linked Note
- CLN
- Credit migration risk
d
- Downgrade risk
c
- Credit rating
- Credit rating agencies
- Credit ratings agency
- Credit risk
- Credit risk assessment
- Credit spread option
- Credit terms
- Critical value
- Cross-price Elasticity of Demand
- Cross exchange rate
- Cross rate
- Cross-Sectional Analysis
- Cumulative preference shares
- Cumulative voting
- Currency option bonds
- Current Account
- Current assets
- Current liabilities
- Current ratio
- Current yield
- Cyclical companies
- Cyclical Unemployment
d
- Data mining bias
- Dead cross
- Deadweight loss
- Dealer
- Debentures
- Debt covenants
- Debt coverage ratio
- Debt payment ratio
- Debt-to-asset ratio
- Debt ratios
- Debt-to-capital ratio
- Debt-to-EBITDA ratio
- Debt-to-Service Coverage Ratio
- DSC
- Decennial pattern
- Declaration date
- Default risk
- Default risk premium
- Defensive ratio
- Defensive interval ratio
s
- Split coupon bond
d
- Deferred coupon bonds
- Deferred tax assets
- DTA
- DTL
- Deferred tax liabilities
- Defined benefit plan
- Defined contribution plan
- Deflation
- Degree of Financial Leverage
- DFL
- DOL
- Degree of Operating Leverage
- Degree of Total Leverage
- Deliverable forward
- Demand function
- Demand-Pull Inflation
- Dependent variable
- Depository institutions
- Depository Receipt
- Depreciation
- Derecognition
- Descending triangle
- Descriptive statistics
- Development capital
m
- Minority equity investing
d
- Diluted EPS
- Dilutive securities
- Direct financing lease
- Direct method
- Discontinued operations
- Discount amortisation
- Discount margin
r
- Required margin
d
- Discounted payback period
- Discrete random variable
- Disinflation
- Distressed investing
- Dividend Discount Model
- DDM
- Dividend payment ratio
- Dividend payout ratio
- Double declining balance method
- Double top
- Dual-currency bonds
- Dummy variable
- DuPont system of analysis
- DuPont analysis
- Duration gap
- Durbin-Watson Test
- DW Test
e
- Earnings guidance
- Earnings per share
- EPS
- EBITDA
- Economic order quantity–reorder point
- EOQ-ROP
- Effective annual rate
- Effective yield
- EAY
- Effective annual yield
- Effective convexity
- Effective duration
- EffDur
- Effective interest rate method
- Effective interest rate
- Effective tax rate
- Efficient frontier
- Efficient market
- Elasticity
- Elliott wave theory
- Embedded option
- Emotional bias
- Endowment bias
- EV
- Enterprise value
- EV multiple
- Enterprise value multiple
- Equal weighting
- Equipment trust certificates
- Equity method
- Equity tranche
r
- Residual tranche
e
- ESG integration
- ESG investing
- Eurobonds
- ECP
- Eurocommercial Paper
- European option
- European-style option
- Ex-dividend date
- Excess kurtosis
- ETF
- Exchange-Traded Funds
s
- Strike price
e
- Exercise price
- Exhaustive events
- Expected loss
- Expected value
- Expenses
- Export Subsidies
- Extension risk
- Externality
- Extraordinary items
f
- F-statistic
- F-test
- Face value
m
- Maturity value
p
- Par value
f
- Fair value
- Fair value model
- Fair Value Reporting Option
- Fama-French Model
- Fama and French Model
- Farmland
- FCF-to-Debt ratio
- FCFE Model
- Fed funds rate
- FFO-to-Debt ratio
- Fidelity bond
- Fiduciary call
- FIFO method
c
- Capital lease
f
- Finance lease
- Financial Account
- FASB
- Financial Accounting Standards Board
- Financial distress
- Financial leverage ratio
- Financial risk
- Financial statement analysis framework
- Financial system
- Fiscal Multiplier
- Fiscal policy
- Fisher effect
- Fisher index
- Fixed asset turnover ratio
- Fixed Capital Investments
c
- Capital Expenditures
- CapEX
f
- FCInv
- Fixed-charge coverage ratio
- Fixed costs
- Flat price
c
- Clean price
f
- Float adjusted market cap weighting
- Floating-Rate Notes
- Floaters
- FRN
- Flotation cost
- Footnotes
- Forward contract
- Forward exchange rate
- Forward rate
- Forward Rate Agreement
- Forward rate parity
- Forward valuation
- Fractional Reserve Banking
- Framing bias
- FCFE
- Free Cash Flow to Equity
- FCFF
- Free Cash Flow to the Firm
- Free cash flow
- Free-on-board
- FOB
h
- Histogram
f
- Frequency distribution
- Frequency polygon
- Frictional Unemployment
- Full price
d
- Dirty price
f
- Fully amortising loan
- Fund of hedge funds
- Fund of funds
- Fundamental analysis
- Fundamental weighting
- FFO
- Funds From Operations