Finance · CFA Level 1

CFA Level 1 Terms

Core CFA Level 1 vocabulary across ethics, economics, and financial reporting.

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What is the primary focus of the CFA Institute Code of Ethics?
To place the integrity of the investment profession and the interests of clients above personal gain.
Define the standard "Independence and Objectivity" in CFA Standards of Professional Conduct.
Members must not offer, solicit, or accept any gift, benefit, or compensation that could impair objectivity or create a conflict of interest.
What does the standard "Misrepresentation" prohibit?
Knowingly making false or misleading statements about investment qualifications, experience, or performance.
Define "Material nonpublic information."
Information that is not available to the public and could affect the price of a security if disclosed.
What is the duty of fair dealing in the Standards?
Members must deal fairly with all clients and prospects when providing advisory services or managing assets.
Define the Prudent Investor Rule.
A fiduciary must exercise care, skill, and caution when managing assets for others, acting as a prudent person would.
What is a conflict of interest in the context of CFA Standards?
Any situation where a member's personal interests or those of their employer could influence professional judgment.
What does the Standard of Professional Conduct on Research require?
Members must have a reasonable basis for investment recommendations and must disclose the basis of analysis.
What is the purpose of the Standards of Professional Conduct regarding compensation?
To ensure compensation structures do not create conflicts of interest or incentivize unethical behavior.
Define "demand" in economics.
The quantity of a good or service that consumers are willing and able to buy at various prices during a specific period.
What is the Law of Supply?
As the price of a good increases, producers are willing to supply a greater quantity, all else held constant.
Define the price elasticity of demand.
A measure of how much the quantity demanded of a good changes in response to a change in its price.
What is a normal good?
A good for which demand increases when consumer income rises.
Define "perfect competition."
A market with many buyers and sellers of identical products, free entry and exit, and perfect information.
What is a monopoly?
A market with a single seller of a unique product with no close substitutes and barriers to entry.

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