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Corporate Issuers — CFA Level I practice questions

26 multiple-choice questions and 30 flashcards on Corporate Issuers, about 6% of the CFA Level I bank. Every one carries a written rationale.

Written and maintained by Nick Burton · last updated 2026-08-22 · how we write and review questions

What this chapter covers

Corporate Issuers is one of 10 chapters in CoStudy's CFA Level I bank, and it holds 26 of the bank's 401 multiple-choice questions — roughly 6% of the total. That proportion is not arbitrary: chapters follow the certifying body's published exam outline, and the number of questions in each is set by that domain's published weight, so the share of your practice time this chapter takes matches the share of the real exam it accounts for.

Studying by chapter is worth doing once you have a diagnostic score. A single overall percentage tells you whether you are close; it does not tell you which domain is dragging. Working a weak chapter in isolation, and re-testing it in isolation, is the fastest way to move a score that has stalled — and it is why the mock exams in CoStudy report by domain rather than as one number.

Free Corporate Issuers practice questions

10 questions drawn from this chapter, with the full rationale shown — the controlling principle behind the right answer, and why each wrong option tempts and fails.

A firm's DTL is 4. A 10% increase in sales implies EPS will:

  1. Increase by 4%
  2. Increase by 40%
  3. Increase by 10%
  4. Increase by 2.5%

Answer: B — Increase by 40%

A) Divides instead of multiplying. B) Correct — DTL × %ΔSales = 4 × 10% = 40%. C) Ignores the leverage multiplier. D) Inverts the DTL ratio.

The weighted average cost of capital (WACC) formula for a levered firm is best expressed as:

  1. (E/V) times rE plus (D/V) times rD, ignoring the tax deductibility of interest payments on the debt
  2. rE plus rD, summing the two component costs without any weighting by capital structure of the firm
  3. (E/V) times rE plus (D/V) times rD times (1 minus t), reflecting the after-tax cost of debt financing
  4. (E plus D) times rE, applying the cost of equity to the total capital of the firm uniformly across it

Answer: C — (E/V) times rE plus (D/V) times rD times (1 minus t), reflecting the after-tax cost of debt financing

A) Omits the interest tax shield built into WACC. B) That form has no weights and no tax shield. C) Correct — after-tax cost of debt is standard. D) That form applies only the cost of equity to all capital.

Under capital rationing, the BEST tool for ranking competing projects is:

  1. Payback period, favoring quick capital recovery
  2. IRR, since higher IRR always signals more value
  3. Discounted payback with a corporate hurdle rate
  4. Profitability index, ranking NPV per dollar invested

Answer: D — Profitability index, ranking NPV per dollar invested

A) Payback ignores time value and post-payback cash. B) IRR ignores project scale differences. C) Still ignores absolute NPV added. D) Correct — PI ranks value per dollar under a capital constraint.

Modigliani-Miller Proposition I, in a world with NO taxes, asserts that:

  1. Firm value equals the sum of tax-shield benefits
  2. Debt financing always raises the firm's value
  3. Equity financing is always cheaper than debt
  4. Capital structure is irrelevant to firm value

Answer: D — Capital structure is irrelevant to firm value

D) Correct — MM Prop I without taxes: levered and unlevered firm values are identical. B) Debt benefits arise only once taxes are added. C) Equity has higher required return than debt by risk order. A) Tax-shield benefits require the taxed version of MM.

Working capital is:

  1. The value of long-term operating assets
  2. The same figure as net operating profit
  3. The inventory balance on the books
  4. Current assets minus current liabilities

Answer: D — Current assets minus current liabilities

A) Confuses long-term with short-term measures. B) Working capital is a balance-sheet figure, not profit. D) Correct — standard net working capital formula. C) Inventory is only one component, not the total.

Project: $100K investment, $30K/yr for 5yrs, 10% cost of capital. Accept?

  1. Accept — NPV is positive
  2. Reject — NPV is negative
  3. Cannot be determined here
  4. Compute IRR before deciding

Answer: A — Accept — NPV is positive

A) Correct — NPV = −100K + 30K × 3.7908 ~ +$13,724 > 0, accept. B) Miscomputes annuity factor. C) NPV is fully determined by inputs given. D) NPV rule is sufficient; IRR isn't required.

A board's audit committee MOST appropriately consists of:

  1. The CEO and CFO for operational insight
  2. Representatives of the largest shareholders only
  3. A mix of executives and outside consultants
  4. Independent directors with financial expertise

Answer: D — Independent directors with financial expertise

A) Management on the audit committee defeats oversight. B) Concentrated blockholders create governance conflicts. C) Consultants are not board members. D) Correct — independent directors provide objective oversight.

Compared to new common stock, the cost of retained earnings is MOST often:

  1. Higher due to the shareholder opportunity cost
  2. Slightly lower because it avoids flotation costs
  3. Equal to the risk-free rate on Treasuries
  4. Zero because no cash actually leaves the firm

Answer: B — Slightly lower because it avoids flotation costs

A) Retained earnings avoid, not add to, issuance costs. B) Correct — retained earnings skip flotation, so they are cheaper. C) Cost of equity exceeds the risk-free rate. D) Retained earnings still carry opportunity cost.

A 'poison pill' is a corporate-governance device that:

  1. Prevents management from selling personal shares
  2. Requires shareholder approval for board appointments
  3. Limits CEO compensation to peer-group averages
  4. Lets shareholders buy discounted shares if threatened

Answer: D — Lets shareholders buy discounted shares if threatened

D) Correct — shareholder rights plans dilute hostile bidders crossing a threshold. B) Describes proxy access, not a poison pill. C) Say-on-pay and clawbacks address compensation. A) Insider-trading rules address executive share sales.

A firm's degree of operating leverage (DOL) measures sensitivity of:

  1. Free cash flow to a change in tax rates
  2. Net income to a change in interest expense
  3. Stock price to a change in dividend policy
  4. Operating income to a change in unit sales

Answer: D — Operating income to a change in unit sales

A) Tax sensitivity is not what DOL captures. B) That is degree of financial leverage (DFL). C) Stock-price sensitivity relates to beta and required return. D) Correct — DOL = %ΔEBIT / %ΔSales, driven by fixed operating costs.

Corporate Issuers flashcards

4 cards from the 30 in this chapter.

What is the trade-off theory of capital structure?

Firms balance the tax benefits of debt against the costs of financial distress. Optimal capital structure maximizes firm value by finding this balance.

What is the break-even point?

The level of sales at which revenues equal total costs (fixed + variable). BE = Fixed Costs / (Price − Variable Cost per Unit).

What is the clientele effect?

The tendency for different types of investors (tax brackets, income needs) to be attracted to companies with specific dividend policies.

What is the pecking order theory?

Firms prefer internal financing first, then debt, then equity last. Information asymmetry makes equity issuance signal overvaluation.

Practise the full chapter

These are a sample. The full Corporate Issuers chapter runs 56 items with per-chapter progress tracking, on the web and in the iOS app.

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