Overview
Math for Finance Professionals Course Overview
Financial math is a critical tool for people working in the finance industry. Professionals within the industry need the skills to analyze financial data, manage financial risks, assess investment opportunities, and monitor transactions.
This course will provide you with the foundational math skills required to build a career in finance. You will compare simple and compound interest and learn how these different types of interest are used to compound and discount cash flows. You will also be introduced to the concepts of nominal and effective interest rates. You will then be ready to apply these skills to a variety of real-world finance applications.
The course ends by introducing the most important statistical concepts used in areas such as performance measure and risk management. The practical nature of this course is emphasized through the use of Excel and Reuters screenshots.
Learning Objectives
By the end of the course you will be able to do the following:
- Explain the difference between simple and compound interest
- Calculate and compare effective and nominal interest rates
- Build a range of discounted cash flow models that represent real-world applications
- Calculate the price and yield of annual bonds
- Create a simple DCF equity valuation model
- Analyze a range of financial market scenarios using key financial statistics
Who Should Take Math for Finance Professionals Course?
This course is specifically designed for finance professionals seeking careers in investment banking, capital markets, risk management, investment and wealth management, finance, and accounting.
Get Recognized With CFI
See All Certification ProgramsWhat you'll learn
This Course is Part of the Following Programs
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.
- Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
- Career Prep Investment banking and equity research, FP&A, corporate development
- Skills Learned Trading strategies used in the finance and capital markets
- Career Prep Work in capital markets, whether on the buy-side or the sell-side
- Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
- Career Prep Financial Planner, Investment Advisor, Portfolio Manager
What our students say
Im not a math whiz but this course really helped me get a great understanding of math used in finance
Sebastian D Fallas Perez
Basic thorough knowledge of excel functions used in financial applications. Also, includes many exercises for practice to before the final exam.
Priyanka Sawant
The notes are way to much summarized. Needs more explanation; so as to help revise concepts from notes in future.
Jayaditya Singh Chandel
As always, great course from CFI
