Applied Math Practice for Financial Advisors Overview
Financial advisors work with financial products daily that range from the most basic of solutions, like a simple loan, to very sophisticated and customized bespoke products. A strong understanding of fundamental finance math is essential to navigating your day-to-day confidently.
Applied Math Practice for Financial Advisors Learning Objectives
Upon completing this course, you will be able to:
- Apply time value of money concepts to basic financial products that almost all clients will have had experience purchasing
- Describe the impact of compounding interest rates on annuities and deposits
- Calculate returns on deposits, and costs on loans with and without compounding
- Calculate annuities in the context of mortgages
Who Should Take This FPWM® Course?
This course is for anyone that could use a refresher on the concepts and applications of time value of money, with lots of hands-on exercises.