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
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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
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