Math Fundamentals for Capital Markets

Math Fundamentals for Capital Markets Overview

This course builds a solid mathematics foundation for a capital markets career. You will learn different topics on applied math to help you understand many finance concepts. This course covers simple and compound interest, future and present value, nominal and effective rates, annuity, DCF, and NPV. We will use Excel to demonstrate the calculation process and ensure you have practical skills to handle financial math problems.

Math Fundamentals for Capital Markets Learning Objectives

By the end of this course, you will be able to:

• Calculate simple and compound interest rates
• Compare nominal rates and effective rates
• Convert present values into future values and vice-versa
• Calculate the present value of an annuity, discounted cash flows, as well as the net present value

Math Fundamentals for Capital Markets Is a Prep Course of CFI’s CMSA® Program

CFI’s Capital Markets & Securities Analyst (CMSA)® program covers all the basic, intermediate, and advanced topics about sales and trading, investment banking, and asset management. This program teaches you trading strategies used in the finance and capital markets industry. It is ideal for students who want to trade different asset classes. The program is completely online, so you can take it at your own pace anywhere in the world. Common career paths for students who take the CMSA® are sales & trading, asset management, wealth management, treasury, risk management, and other capital markets careers.

Who Should Take This CMSA® Course?

This Math Fundamentals for Capital Markets course is perfect for beginners or anyone who would like to build up a strong math foundation for topics in capital markets. This course is designed to equip anyone who desires to begin a career in investment banking, sales, trading, treasury, or other areas of finance with a fundamental knowledge of math.