Premium Formula Cheat Sheet
Every exam formula you need in one printable PDF. Includes tips, variations, and shortcuts that passed candidates used.
Formula library
What's Included
📊 Core Formulas
- • Present Value: PV = FV / (1 + r)ⁿ
- • Duration: price sensitivity measure
- • Yield to Maturity calculations
- • Bond pricing mechanics
- • Dividend discount models
- • Capital asset pricing model (CAPM)
💡 Memory Tricks
- • "MER moves money" - why higher MERs hurt
- • Duration = bond price sensitivity
- • Convexity = curvature bonus
- • Correlation ≠ causation
- • Beta: 1.0 = market, >1.0 = volatile
- • Quick shortcut for breakevens
⚡ Exam Variations
- • How formulas appear in questions
- • Common plug-and-chug variations
- • Scenario-based applications
- • When to use approximations
- • Calculator tips for speed
- • Red flags in wrong answers
Formula Cheat Sheet PDF
24 pages of formulas, tips, and shortcuts. Printable on letter-size paper. Perfect for last-minute studying.
- ✓ All exam formulas in logical groupings
- ✓ Step-by-step worked examples
- ✓ Color-coded by topic for quick scanning
- ✓ Download and print anytime
Premium
Included in all paid plans
Exam-specific
By Exam
AIS
Advanced Investment Strategies (AIS)
- • Core formulas specific to AIS
- • Topic-specific calculations
- • Practice worked examples
BCO
Branch Compliance Officers Course (BCO)
- • Core formulas specific to BCO
- • Topic-specific calculations
- • Practice worked examples
CCSE
Canadian Commodity Supervisor’s Qualifying Examination (CCSE)
- • Core formulas specific to CCSE
- • Topic-specific calculations
- • Practice worked examples
CSC 1
Canadian Securities Course (CSC) Exam 1
- • Core formulas specific to CSC 1
- • Topic-specific calculations
- • Practice worked examples
CSC 2
Canadian Securities Course (CSC) Exam 2
- • Core formulas specific to CSC 2
- • Topic-specific calculations
- • Practice worked examples
CIM
Chartered Investment Manager (CIM) designation
- • Core formulas specific to CIM
- • Topic-specific calculations
- • Practice worked examples
CCO
Chief Compliance Officers Qualifying Examination (CCO)
- • Core formulas specific to CCO
- • Topic-specific calculations
- • Practice worked examples
CFO
Chief Financial Officers Qualifying Examination (CFO)
- • Core formulas specific to CFO
- • Topic-specific calculations
- • Practice worked examples
CPH
Conduct and Practices Handbook Course (CPH)
- • Core formulas specific to CPH
- • Topic-specific calculations
- • Practice worked examples
DFOL
Derivatives Fundamentals and Options Licensing Course (DFOL)
- • Core formulas specific to DFOL
- • Topic-specific calculations
- • Practice worked examples
DFC
Derivatives Fundamentals Course (DFC)
- • Core formulas specific to DFC
- • Topic-specific calculations
- • Practice worked examples
EMS
Effective Management Seminar (EMS)
- • Core formulas specific to EMS
- • Topic-specific calculations
- • Practice worked examples
FLC
Futures Licensing Course (FLC)
- • Core formulas specific to FLC
- • Topic-specific calculations
- • Practice worked examples
IDSC
Investment Dealer Supervisors Course (IDSC)
- • Core formulas specific to IDSC
- • Topic-specific calculations
- • Practice worked examples
IFC
Investment Funds in Canada (IFC)
- • Core formulas specific to IFC
- • Topic-specific calculations
- • Practice worked examples
IMT
Investment Management Techniques (IMT)
- • Core formulas specific to IMT
- • Topic-specific calculations
- • Practice worked examples
LLQP
Life License Qualification Program Insurance Course (LLQP)
- • Core formulas specific to LLQP
- • Topic-specific calculations
- • Practice worked examples
NEC
New Entrants Course (NEC)
- • Core formulas specific to NEC
- • Topic-specific calculations
- • Practice worked examples
OLC
Options Licensing Course (OLC)
- • Core formulas specific to OLC
- • Topic-specific calculations
- • Practice worked examples
OPSC
Options Supervisor’s Course (OPSC)
- • Core formulas specific to OPSC
- • Topic-specific calculations
- • Practice worked examples
PDO
Partners, Directors and Senior Officers Course (PDO)
- • Core formulas specific to PDO
- • Topic-specific calculations
- • Practice worked examples
PMT
Portfolio Management Techniques (PMT)
- • Core formulas specific to PMT
- • Topic-specific calculations
- • Practice worked examples
TTC
Trader Training Course (TTC)
- • Core formulas specific to TTC
- • Topic-specific calculations
- • Practice worked examples
WME
Wealth Management Essentials (WME)
- • Core formulas specific to WME
- • Topic-specific calculations
- • Practice worked examples
WME-FP
WME Course For Financial Planners (WME-FP)
- • Core formulas specific to WME-FP
- • Topic-specific calculations
- • Practice worked examples
WME-IM
WME Course For Investment Managers (WME-IM)
- • Core formulas specific to WME-IM
- • Topic-specific calculations
- • Practice worked examples
CCC
Canadian Compliance Course (CCC)
- • Core formulas specific to CCC
- • Topic-specific calculations
- • Practice worked examples
CE C9
CE Compliance Program Cycle 9
- • Core formulas specific to CE C9
- • Topic-specific calculations
- • Practice worked examples
CE C10
CE Compliance Program Cycle 10
- • Core formulas specific to CE C10
- • Topic-specific calculations
- • Practice worked examples
PFSA
Personal Financial Services Advice (PFSA)
- • Core formulas specific to PFSA
- • Topic-specific calculations
- • Practice worked examples
FOFP
Foundations of Financial Planning (FOFP)
- • Core formulas specific to FOFP
- • Topic-specific calculations
- • Practice worked examples
PFPC
Professional Financial Planning Course (PFPC)
- • Core formulas specific to PFPC
- • Topic-specific calculations
- • Practice worked examples
WMF
Wealth Management Fundamentals (WMF)
- • Core formulas specific to WMF
- • Topic-specific calculations
- • Practice worked examples
HNW
Dealing with High Net Worth Clients Program
- • Core formulas specific to HNW
- • Topic-specific calculations
- • Practice worked examples
HNW-R
Retirement Planning for High Net Worth Clients
- • Core formulas specific to HNW-R
- • Topic-specific calculations
- • Practice worked examples
HNW-E
Estate Planning for High Net Worth Clients
- • Core formulas specific to HNW-E
- • Topic-specific calculations
- • Practice worked examples
PFP
Personal Financial Planner (PFP) Designation Exam
- • Core formulas specific to PFP
- • Topic-specific calculations
- • Practice worked examples
CIWM
Certified International Wealth Manager (CIWM) Certification Exam
- • Core formulas specific to CIWM
- • Topic-specific calculations
- • Practice worked examples
MTI
MTI Estate and Trust Professional
- • Core formulas specific to MTI
- • Topic-specific calculations
- • Practice worked examples
FCSI
Fellow of CSI (FCSI)
- • Core formulas specific to FCSI
- • Topic-specific calculations
- • Practice worked examples
CRS
Certificate in Retirement Strategy (CRS)
- • Core formulas specific to CRS
- • Topic-specific calculations
- • Practice worked examples
IDC
Certificate in Investment Dealer Compliance
- • Core formulas specific to IDC
- • Topic-specific calculations
- • Practice worked examples
FSA
Certificate in Financial Services Advice
- • Core formulas specific to FSA
- • Topic-specific calculations
- • Practice worked examples
CETS
Certificate in Estate Planning and Trust Strategy (CETS)
- • Core formulas specific to CETS
- • Topic-specific calculations
- • Practice worked examples
DMS
Certificate in Derivatives Market Strategies
- • Core formulas specific to DMS
- • Topic-specific calculations
- • Practice worked examples
SBA
Certificate in Small Business Advisory
- • Core formulas specific to SBA
- • Topic-specific calculations
- • Practice worked examples
AIA
Certificate in Advanced Investment Advice
- • Core formulas specific to AIA
- • Topic-specific calculations
- • Practice worked examples
FITS
Certificate in Fixed Income Trading and Sales
- • Core formulas specific to FITS
- • Topic-specific calculations
- • Practice worked examples
ETS
Certificate in Equity Trading and Sales
- • Core formulas specific to ETS
- • Topic-specific calculations
- • Practice worked examples
AMFA
Certificate in Advanced Mutual Funds Advice
- • Core formulas specific to AMFA
- • Topic-specific calculations
- • Practice worked examples
PB
Certificate in Personal Banking
- • Core formulas specific to PB
- • Topic-specific calculations
- • Practice worked examples
AFA
Certificate in Advanced Financial Advice
- • Core formulas specific to AFA
- • Topic-specific calculations
- • Practice worked examples
Get the Formula Sheet Today
The formula cheat sheet is included in all premium plans. Access it immediately after purchase, download as PDF, and start using it in your next study session.