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Overview

Financial mathematics course overview

This four module course demonstrates how financial mathematics formulas can be used to conduct detailed analysis on a set of data and variables.

Discounted cash flows

In this first module, we explore the concept of “time value of money”. The module focuses on how to calculate present values and future values using compounding and discounting techniques. Additionally, this module goes on to outline how the present values of annuities, perpetuities and growing perpetuities can be calculated. Each concept is reinforced with practical and applied exercises and case studies. By the end of this module, you will have a solid understanding of how discounted cash flow techniques are used to evaluate future cash flows.
  • Understand the concept of the time value of money
  • Explain terms such as present value, future value, NPV, DCF, annuities, and perpetuities
  • Use DCF techniques to calculate present values
  • Calculate the present value of cash flow streams such as annuities and perpetuities
Financial mathematics course online

Bond pricing and yields

In this financial mathematics module, we explore bond pricing and yields. The module begins by explaining how to calculate the price of a bond using discounted cash flows. Then, the module goes on to outline how various yields (such as the current yield and the yield to maturity) are calculated. This module also explains the relationship between bond prices and yields as well as how to identify whether a bond is trading at par, at a premium, or at a discount. Each concept in this module is reinforced with practical and applied exercises and case studies. By the end of this module, you will have a solid understanding of how bonds are priced and yields are calculated.
  • Use DCF to find the price of an annual or semi-annual bond
  • Calculate the different yields used to assess bond returns
  • Understand the relationship between bond prices and yields
  • Identify whether a bond is trading at par, premium, or discount
math for finance course

Statistics & financial mathematics

In this module, we explore key statistical measures. The module begins by explaining how to calculate measures of central tendency including the arithmetic mean and expected values. The module then goes on to outline how simple and weighted moving averages are calculated. This module also explains how to calculate different types of statistical dispersion such as range, variance, and standard deviation. Each concept in this module is reinforced with practical and applied exercises and case studies. By the end of this module, you will have a solid understanding of how to calculate key statistical measures.
  • Calculate measures of central tendency including arithmetic mean, weighted mean, WACC, and expected values
  • Calculate simple moving and weighted moving averages
  • Calculate different types of statistical dispersions such as range, variance, and standard deviation
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Covariance, correlation, and regressions

In this financial mathematics module, we examine the mathematical relationship between two variables. The module begins by explaining how covariance and correlation are defined and calculated. The module then moves on to explain how regression analysis is used to estimate the value of one variable based on another. It also explains the regression equation, outlines how to interpret the coefficient of determination, and explains how to access the regression tools in Excel. Each concept in this module is reinforced with practical and applied exercises and case studies. By the end of this module, you will have a solid understanding of how to calculate and interpret covariance, correlation, and the results of regression analysis.
  • Use correlation and covariance to describe the relationship between two variables
  • Calculate covariance and correlation using Excel
  • Use regression analysis to describe the relationship between two variables
  • Undertake regression analysis in Excel and interpret the results
For further CPE information, please read before purchasing: https://corporatefinanceinstitute.com/about/cpe-information/ mathematics tutorial for finance professionals

Who should take this financial mathematics course?

This course is specifically designed for finance professionals working in investment banking, equity research, corporate development, investment management, finance, and accounting.

Math for Corporate Finance

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Level 2

Approx 2.5h 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

What our students say

perfect introduction
as someone that has all the knowledge of this course I can say they explained it perfectly.

Emiliano Toffoli

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ala eddine ghozlane

Every course taken was a great experience of new knowledge and more insight into Finance!!
I consider lucky myself for taking courses at CFI, which has enourmously helped me to advance professionally and in my career. Personally, I was able to profit from every course taken and now I must say I feel very confident when talking over finances issues. Moreover, I really enjoyed learning from incredibly well-versed instructors on the subject matter who in addition care about presenting a well designed course and nice slides that make even more delightful the learning experience. I can not forget to mention the interactive activitities, the resources and the practical material on Excel shared, were in amount the necessary to gain a complete understanding on the issue. Finally, I highly recommend taking courses at CFI to those that want to Excel in their careers!!

Ana Maria Ballesteros


Literally learned a lot from this course! Thanks for making the course very interactive with a lot of exercises. Excited to learn more!

Carmela Marie Costillas

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Frequently asked questions

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?
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