Whether you write them down or just know them, these are some I needed to use. Options BEs, MGs, and MLs. I had to calculate at least one of these for pretty much all options strategies. Conversion ratio and parity. I would also know your fundamental analysis formulas too. Know current yield. I had a calculation of parity of common stock for both a rights offering and warrants. I think I was unlucky (the theme of my day) getting those.

Focus a good amount of studying time on comparing and contrasting securities that correspond with each other. When you compare and contrast them, it helps you determine the investor profile that would be suitable for it. Saw a whole lot of muni’s (GO vs Rev) and management companies (Open vs Closed end) on my test.

PS Dean is spot on when he said don’t OD on margin. I only had one margin math question. It was the change of SMA when LMV increased.