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Corporate Finance Institute
Applied Math Practice for Financial Advisors

Overview

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 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.

Applied Math Practice for Financial Advisors

Meeyeon Park
Led by Meeyeon Park
Get Started Enroll For Free

Level 2

Approx 2.5h to complete

100% online and self-paced

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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 Planning & Wealth Management (FPWM)™ Certification
Applied Math Practice for Financial Advisors is part of the Financial Planning & Wealth Management (FPWM)™ certification, which includes 23 courses.
  • Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
  • Career Prep Financial Planner, Investment Advisor, Portfolio Manager
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What our students say

Very Informative
Great course as always

Scott LaBrec

noice
very noice

PRIYAM BANERJEE

Good conceptual understanding
The concepts were explained in a simple and easily understandable way. Use of MS Excel for these computations would be more beneficial for the learner.

venugopal rajamanuri

Amazing content I enjoyed it a lot.
Best Course

Osama Khan

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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?
You can view more detailed information through our Help Center or Email us and we'll be happy to answer any of your questions

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