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
Who should take this 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 finance areas that require fundamental math knowledge.
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.
All Capital Markets & Securities Analyst (CMSA)® Courses
Math Fundamentals for Capital Markets is part of the Capital Markets & Securities Analyst (CMSA)® certification, which includes 40 courses.
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
The cures is so nice and informative i highly recommend anybody looking for a sort course to try this
Justus Kibet Cheruiyot
Great
Brings you up to speed with math in financial services
Mugabi Christopher Duke
Amazing courses material
Worth your time and effort, give you amazing learning curve!
Elvian Galang Prabuwoso
great course
I really enjoyed this course
khalid alaraimi
The course is fantastic
Adeniyi Jimmy Adedokun
Math Fundamentals for Capital Markets
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.
Cecil Ncekana
Exceptional and astounding
Strongly recommend CFI and their courses simplicity to the absolute minimum while maintaining a high standard of learning.
Thubelihle Lindani Dlamini
Simple and interesting course worth trying
STANLEY DUBE
Very short and precise
This course is very short as compared to others. But its values is equally important.
Atinafu Asefa
Challenging Refresher
I have not thought about these concepts nor worked with formulas in a LONG TIME, so it was really good to go back. But it was challenging!
joshua stryker
learning how interest works
Good short course, reminded me of university finance degree the material we learnt but even better and more advanced
hamza ismail
it to at when do did
the when do for are in at if
Devil Daeth
Fantastic
Course is designed in such a way that even the beginner level student who want to study finance can find it very useful
Aaquib Saif
Informative
better understanding and well explained
Sudhir Kumar Dua
more than 20 years experience in accounting and finance
it a leading pioneer site
Adam Fadl Allah
Cool
Great financial content!
Michal Misior
Math Fundamentals for Capital Markets
One of the best lessons
Joseph Barasa
excellent
I am willing to take more courses with CFI
George Muriungi
Learning Experience
It's been a good experience learning from people who go into detail to help you understand the whole concept.
Newton Wachira
Very Good
An excellent introduction to fundamentals formulas for finance.
Daniele Veneroni
Clear, easy to understand
Good course for understanding basics of math
Kirill Papka
Idea of time value
It gave me very good idea of time value of money
Amol Kurandale
Great learning experience
Very practical learning experience!
Jonathan Damons
Great course
Easy to understand and follow
Ryan Key
Great training course
Very good instructors and very well presented. Good Excel examples.
Armin Leistenschneider
Superb
Even though I am currently studying on the free course, the models have really opened my mind. If this is the free course then i can imagine what the real deal will be like. Guys don't slack, take advantage of the opportunity CFI presents.
festus owusu-acheampong
Math Fundamentals for Capital Markets
Everything was excellent. Now, I have a little bit of insight into basic concepts such as compounding, DCF and NPV.
Matin Panahov
Straight to the point
i strongly recommend this course
Younes seffahi
Enjoyed the class and the exercises helped me to practice what learnt
Good exercise for me. Looking forward to learn more
Wiliam Ayertey Anum
Good Math Fundamentals for Capital Markets
Thanks CFI of this course.
Jayson Cereno
Excellent
Informative & Engaging
William Lanz
Simple yet informative experience
The examples were simple to follow along but set a solid foundation for how to approach more challenging problems
Apuroop Koduri
great teaching methods
well taught with descriptive language
Niklas Doehn
Superb Course
This is one of the best course I have had in a while.
Oni Segun John
Maths experience
Was informative just have to pay close attention
Evan Simon
Good potential
Good opportunities just be arises
ZERIHUN MULETA BEDEDA
Fantastic!!
I loved the way the instructor dived into explaining each part of this course meticulously.
Sakshi Juvekar
Math Fundamentals for Capital Markets
Math Fundamentals for Capital Markets exam
mu naw
This course was short but very informative and very helpful for an aspiring leader like myself. It also helped me understand how to view or understand all thé sensé of Fundamental mathematics used in different areas of capital markets.
I enjoyed the course and learned a lot from it. The content is well organised and focused on practical situations. I particularly enjoyed the bits of thé use of Excel to demonstrate the calculation process and make sure you have practical skills to handle financial math problems ps. I highly recommend it!!
Elimane NDOYE
It was cool
Topics delivered in a clear and a concise way, which makes it much easier to comprehend to topics. The examples were well-chosen and directly to the point. Not a single minute is wasted on this course
Arda Avcı
Very nice topic
it was a very nice topic to discover
Amanho Christian AMANHO
awesome
great course with great contents
Patrick Sorel Mayoh Nguiamba
This course enabled me to aggressively tackle the fundamentals to its essence. It was terrific, interactive and enlightening!
This course put together by the brilliant CFI is highly recommended. They are proficient in making complex things look like the A, B, Cs!
Chidera Igwebuike
Math Fundamentals for Capital Markets
Course was well summarized with clearly worked examples that was easy to understand.
Renata Girod
its totally a good course for capital market
its totally a good course for capital market
Juan Savero
Awesome
The concept was presented in a simplified way. Very easy to comprehend
Valentine Usih
Insightful
Interactive exercise is very helpful
Deepika Pavani
Great
Exceptional course material
Mulenga Mpembele
Recommend for strengthening your finance fundamentals
Thoroughly enjoyed and learned. Thank You CFI!
Shiv Aditya Mishra
Amazing
Good information provided
Giovanni Dell Erba
A very good course!
Very good course, very clear, pedagogic. Thank you!
Eric Pruvost
Important
Nice refresher of the basics of math fundamentals applied to finance.
João André
Enough to get you started
This course is enough to give you the basic fundamentals of finance.
Youssef Ezzat
Concept Learning
The concepts covered in each course are precise, clear, and accurate. The lesson was incredibly engaging and participatory.
NAVYA SAI MANIDEEP SUNKARA
Solid Foundation
The way the basic concepts of simple and compound interest were defined in the course were really unique and interesting. The author has designed in such a way so that this solid and unique understanding approach will facilitate complex problem solving with variable interest rates, nominal values etc.
Rohan Arul Prakash Joseph
My names are Jean Paul Niyigaba. Am a certified Accountant with Qualified CPA. I was joined this platform in order to extend my career development path in finance. I have learnt more practices here and real life financial analysis situations.
Through CFI Courses i have attended, i realized that the reality depends on existing available things. during these courses i have learnt the concept of " Bird in Hand principle" as the applicable way of life. to explain this principle i can state that in modern world most of financial analyst spend more money in finding softwares for analysis of data despite that they are having Ms office excel. in this courses i have realized that they have first to know what they have and then try to advance knowledge and skills relevant to it then afterthey need softeares.
in my point of view, i recommend all people either financial analysts,accountants,Auditos and many others in financial arena to join these courses because they are applicable in financial industry.
Jean Paul NIYIGABA.
Jean Paul NIYIGABA
Great course
The course content made me revise what I did in my CA exams serving as a form of CPD for all graduates
GODWIN DARKWA APPIAH
Educational
A very informative course
Mthabisi Sibanda
Excellent
The materials are well prepared
Allan Msiska
Tough & Tricky
Great refresher program
Siphiwe Mfaba
excellent laerning tool
I like the little pop up quiz execrise, this can help me to remember what last video talking about.
Kuanhui Liu
Straight to the point.
The material covered was very precise and gives the appropriate mathematical foundation for Capital markets
Kuziwa Satumba
Amazing course, as it gives an insight on the essential math calculations for capital markets.
This course is a must if you want to learn more about the mathematical side capital markets.
Yerodin Muianga
Solid
Very much what one might expect; just read the questions carefully to make sure your answer is what they actually asked for! (ie rates vs final amounts, that sort of thing)
Vincent Judge
Useful Course
This course is very useful for me.
Thanks.
Moe Thet Hnin
Worth the time
Had real-time practices in excel
Saddam Hossain
Complete pack of knowledge
In a short period of time team has covered such a interesting topic and help me to gain knowledge.
Abrar Pasha
USED CARS
It very interesting course for undergraduate student
Arsalan Shaikh
Fantastic
Very very effective for calculation
Mohammod Jahidul Islam Jahid
Excellent!!!!
One of the extremely challenging you will love in the world of finance
ABEDNEGO TONDERAI NAKOMA
Math is the best
It was a very good course that needed a lot of thinking because it involved alot of calculations
I really enjoyed doing the course
Chilufya Ponshano
Hard
For me it was very hard and needed extra material.
Ruda Alves
Fun and informative course
Short and simple presentation for learning some of the basic math in capital markets
Leandre Gomes
The course material is just unparalleled. The instructor demonstrated profound subject knowledge. The really opened my eyes. .I would recommend this course to anyone who needs knowledge on financial mathematics.
Wingsoflord Ngilazi
Good course, even as a refresher for students who have previously taken up these topics
This course is useful especially for those who would like to have a refresher on math fundamentals
TRICIANNE ZINGAPAN
GOOD CONTENT
COURSE COVERS ALL TOPICS THAT ARE SHOWN IN OBJECTIVES AND THE COURSE IS DESIGNED IN A ENGAGING MANNER.
Vasudevan S
Math Fundamentals for Capital Markets
Learned in a simplified way with suitable examples.
Bikram Adhikari
I love this course
I learnt a lot each topic was understandable and clear
Michelle Ankomah
Maths Fundamentals for Capital Markets
I thoroughly enjoyed this course. It was learning experience as well as excitement and fun. The course was delivered professionally. I would recommend it to others interested in preparing for an advanced course on capital markets.
Carlos Fernandes
Amazing
Amazing fundamentals
Karan Chandwani
very good
provide good education
Fadhilla Aulia Ardhana
Detailed and Well Structured course on foundation skills
This course introduces us to the math required in capital markets and how businesses use these concepts to determine about their future investments on projects.
Anuj Kumar Karmakar
Capital Markets Review
Quite helpful and literally a college background deja vu. The education is excellent.
Jose Antonio Salas Iturralde
Very Detailed
This Course had broaden the knowledge i gained from my previous qualification in Financial Risk Management. I highly recommend this to any Finance Student and Professional.
Lawrence Nyamutswa
Informative
DCF, NPV and Annuity was the best part
Umar Kibirango
Informative
DCF, NPV and Annuity was the best part
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.
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.
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