CFA Level I Ethics, Quantitative Methods, Financial Reporting and Investment Basics
A Chinese study reference for CFA Level I foundations, connecting ethics, quantitative methods, financial statements and introductory investment tools.
What this material covers
This Chinese reference connects four CFA Level I foundation areas: ethics, quantitative methods, financial reporting and investment basics. It is designed as an entry and review index, helping learners move from definitions and variables to cases, statements, risk, return, liquidity and valuation relationships.
Review by evidence
For quantitative questions, record variable, unit, period and formula conditions. For financial reporting, map income, assets, liabilities, cash flow and valuation indicators. For ethics cases, identify role, behavior, conflict and governing principle before selecting an answer.
Exam-version boundary
Course outlines, readings and exam versions change. Keep the archived notes and review date, compare them with the current course material and use practice results to decide the next topic rather than assuming a high total score means every area is stable.
Maintenance note
This page reviews the archived CFA Level I notes, ethics, quantitative, financial-reporting and investment topics, with a study-only boundary. Content review date: 2026-08-23.
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CFA Level I foundation notes study guide
Separate ethics, quantitative, reporting and investment themes, build a relationship map, practice calculations and cases, and record one main error reason per question.
Before you start
- Prepare a PDF reader, a formula sheet, a financial-statement map and an ethics-case log.
- Confirm the current exam curriculum, study version and planned testing period.
- Reserve separate fields for concept, calculation, wording and time errors.
Installation steps
- 01
Index the four themes
Keep the original PDF unchanged, divide ethics, quantitative methods, reporting and investments into a checklist and mark definitions, formulas and applications.
- 02
Build relationship notes
Connect statistical inputs, cash flow, profit, assets, liabilities and valuation indicators, recording the period and unit for every metric.
- 03
Prepare a question log
Add question source, topic, error type, correction, time and second-attempt result so progress remains observable.
Quick start
- 01
Practice quantitative and reporting items
Write variables, units and time conventions before calculating, then check statement relationships and the magnitude of the result.
- 02
Analyze an ethics case
List the role, behavior, conflict and governing principle, then use the condition in the prompt rather than personal intuition.
- 03
Connect investment concepts
Compare risk, return, liquidity, diversification and valuation after the reporting and quantitative foundations are clear.
Usage tips
- Quantitative formulas need variables, units and conditions; reporting ratios need the correct period and accounting basis.
- Ethics cases start with role, behavior, conflict and principle, not a general feeling about the outcome.
- Record accuracy, average time and second-attempt changes by theme, not only an overall score.
Troubleshooting and uninstall
Why do I calculate the formula correctly but miss the question?
Recheck the wording, period, unit, variable definition and expected magnitude, then substitute the result back into the question.
How should I handle two similar ethics choices?
Mark each role, behavior, conflict and principle, and look for the restriction or condition supplied by the case.
Frequently asked questions
Which CFA Level I themes are included?
The notes focus on ethics, quantitative methods, financial reporting and introductory investment topics.
How should financial reporting and quantitative methods connect?
Map reporting items and periods first, then use quantitative measures, units and formulas to calculate and explain them.
Does this replace a complete CFA curriculum?
It is an entry and review index. Complete preparation still needs current curriculum material, practice questions and version checks.
What should I track besides total score?
Track accuracy, time, error type and second-attempt changes by theme so a high total does not hide a weak area.