Equity Investments

CFA Level I — Exam Weight: 11-14%

6

Modules

32

Concepts

16

Formulas

14

Quiz Questions

Explore the Learning Dashboard

CFA Level 1 revision resources

Cheat Sheets

Review concepts, formulas, and decision rules.

Study Plan

Choose a 3-month or 6-month revision schedule.

Free Study Material

Browse the complete free-to-start revision path.

Modules in Equity Investments

6 learning modules covering 11-14% of the CFA Level I exam.

1

Market Organization and Structure

7 concepts 3 formulas 3 questions
2

Security Market Indexes

4 concepts 2 formulas 2 questions
3

Market Efficiency

6 concepts 2 questions
4

Overview of Equity Securities

5 concepts 3 formulas 2 questions
5

Company Analysis: Past and Present

4 concepts 2 formulas 1 questions
6

Equity Valuation: Concepts and Basic Tools

6 concepts 6 formulas 4 questions

Key Formulas

9 essential formulas for Equity Investments.

DDM (Gordon Growth)

V₀ = D₁ / (r - g)

Constant growth dividend model

Required Return (DDM)

r = (D₁/P₀) + g

Dividend yield + growth rate

Price-to-Earnings

P/E = Price / EPS

Leading P/E uses forecasted EPS

Study dashboard+6 more formulas

The complete set of formulas for Equity Investments lives in the study dashboard, alongside flashcards, quizzes, mind maps and progress tracking.

Open in Dashboard

Start Studying Equity Investments

Dive into 6 modules with cheat sheets, flashcards, quizzes, and mind maps.

Start Equity Investments in Dashboard

No signup required. Create an account anytime to save progress.