Math for Finance Professionals

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.

 

 

About This Course
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.

Outline

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 Attend
This course is specifically designed for finance professionals seeking careers in investment banking, capital markets, risk management, investment and wealth management, finance, and accounting.

About Our Expert
		Ryan Spendelow  Ryan started his finance career based in London working in asset management. He then moved to a corporate finance and capital markets training role, with these roles being based in Europe and then Asia, before joining CFI in 2023. Ryan is passionate about making learning about the finance markets as accessible as possible.

Continued Risk Learning Credits:  4.5

PRMIA Continued Risk Learning (CRL) programs provide you with the opportunity to formally recognize your professional development, documenting your evolution as a risk professional. Employers can see that you are not static, making you a highly valued, dynamic, and desirable employee. The CRL program is open to all Contributing, Sustaining, and Risk Leader members, providing a convenient and easily accessible way to submit, manage, track and document your activities online through the PRMIA CRL Center. To request CRL credits, please email [email protected].

Registration
Membership Type	Price
Members	$ 60.00
Non Members	$ 66.00

Access

Immediate access to the course is granted for 90 days after your purchase. Please complete the course within that time period.

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Support

For technical issues regarding course access, contact [email protected]

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