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.

Math for Finance Professionals

5

Level 2

Approx 4.5h to complete

100% online and self-paced

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What you'll learn

Lesson
Multimedia
Exams
Files

Qualified Assessment

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.

Financial Modeling & Valuation Analyst (FMVA®) Certification

  • Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
  • Career Prep Investment banking and equity research, FP&A, corporate development

Capital Markets & Securities Analyst (CMSA®) Certification

  • 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

Financial Planning & Wealth Management Professional (FPWMP™) Certification

  • Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
  • Career Prep Financial Planner, Investment Advisor, Portfolio Manager

What Our Members Say

Good refresher
Good course to remind basic concepts

Alessandro Raffo Caro

Amazing
The lessons were very concise but informative.

Samuel Kagwe

Informative
I'd recommend for anyone interested in statistics for analysis.

Wanjiru Muchiri

VERY INFORMATIVE AND CHALLENGING
THIS IS A COURSE WORTH TAKING TO THE END

Michael S O Okinyo

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.
What are the requirements to take the courses?
All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements
Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
Are there any additional fees or costs?
None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.
What currency are your courses priced in?
All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.
How do I earn my certificates?
Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.
How are the exams conducted?
Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.
More Questions?
You can view more detailed information through our Help Center or Email us and we'll be happy to answer any of your questions
If you haven’t found your answer from our FAQ, please send us a message.
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