Name: Math Fundamentals for Capital Markets
Rating: 4.887640449438202 (89 reviews)

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Overview

Math Fundamentals for Capital Markets course 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 concepts of finance. This course covers topics such as 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 make sure 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 value 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 learn how to trade different asset classes. The program is completely online so you can take it at your own pace, from 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 and trading, treasury, or other areas of finance with a fundamental knowledge of math.

Math Fundamentals for Capital Markets

Subscribe Enroll For Free

Level 2

Approx 1h to complete

100% online and self-paced

Subscribe to get access to CMSA and other programs

From $497/year

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What you'll learn

Lesson

Multimedia

Exams

Files

Simple Interest

Course Introduction

Downloadable Files

Simple Interest

Future Value and Present Value

Future Value and Present Value with Simple Interest

Interactive Exercise 1

Compound Interest

Annual Compounding Excel Demonstration

Semi-Annual Compounding Excel Demonstration

Interactive Exercise 2

Nominal Rate and Effective Rate

Interactive Exercise 3

Future Value and Present Value with Compound Interest

Interactive Exercise 4

Learning Experience Survey

Annuity and NPV

Annuity

DCF and NPV

DCF and NPV Excel Demonstration

Changing Rates of Interest

Interactive Exercise 5

Download Completed Files

Qualified Assessment

Share Your Feedback

Course Completion

Become a certified All Capital Markets & Securities Analyst (CMSA)® Courses

Math Fundamentals for Capital Markets is part of the Capital Markets & Securities Analyst (CMSA)® certification, which includes 29 courses.

All Capital Markets & Securities Analyst (CMSA)® 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

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Path to certification

Prep courses

5 courses from beginner to intermediate level.

01 Optional

Core courses

8 courses from beginner to intermediate level.

02 Required

Elective courses

16 courses in advanced and intermediate levels.

03 Required

Get certified

Submit your CMSA® checklist and order your certificate.

04 Required

Join our community

Get access to the Global Corporate Finance Society.

05 Optional

How the certification works

Capital Markets & Securities Analyst (CMSA)® courses are offered 100% online, allowing you the flexibility to start the Capital Markets & Securities Analyst (CMSA)® program anytime and learn when it’s most convenient for you.

The program is a part of the All Access Subscription, which includes all programs and courses.

CFI courses are designed by instructors with over 21 years of financial analyst training experience.

Students must complete all core and 7 elective courses (13 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.

Within 48 hours of program completion, your Blockchain Verified (CMSA)® Certification will be emailed to you.

What our students say

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

Relevant and Fun
This free course offers relevant material that is easy to understand and implement. Great for beginners, and leaves you with more questions for future learning.

Tesvara Jiang

An easy way to learn basic math concepts used in finance
This course is extremely useful to introduce the basic concepts of finance, in a simple way each topic is clearly explained together with examples and exercises that allow you to apply and understand each of the concepts developed.

Mayli Yomira Condor Villanueva

very good content
this session is very informative and helped me to understand the topics very clearly and in understandable way

Bramleen Singh

I learnt today about how to calculation compound interest rate and figure out about PV and FV value in this course

Mohammad Aamir Khan

This course laid out the essential formulas plainly and walked you through applying them in Excel. Following along on the provided spreadsheets was extremely helpful.

Oliver Georgiou

Gets the concepts across

Tinashe Stark Mugabe

For beginners it is very useful to understand how the math fundamentals and apply them to analyze the capital market finance

vasishta bhargava

Very insightful course and covers the essential modules for better understanding of capital markets

Kushatha Kokorwe

good fundamentals and Mattel

Ahmed Abdelmutalb

I have always had an interest in learning the underlying concepts and application of basic mathematics concepts in time value of money principles. I had been struggling to find an effective online learning resource. Well, to cut the story short ....CFI is my hero! The concepts are explained in an easy to understand way. My mind learns better with simplified explaining , CFI gave me a good learning experience.

Kennedy Phiri

Great course

Cesar Boyás

If you don't know the basics on math fundamentals for capital markets, you won't be able to go through the world of finance. This course is short, but it's content is concise and straight-forwarded to the neccesary knowledge. I highly recommend you to take it, whether it is mandatory on your CFI certification courses or not.

Florencio Rustrián Monroy

It is a great course

Adigun Amidu Oladimeji

great course

angeline chua

Very informative

AARSHA SANTHOSH

Prior entering Corporate Field one Should Brush Up his concepts.... this Course provides a quick revision of Financial Management concepts

Rohit Chawla

In this course I can study about how can we use fundamental in a capital markets. For using this first we should have a basic maths.

Malavika K V

It is very easy to understand and the content was very nice.

Aiswarya p biju

Even though the course is short but it was really effective the lecturer explanation was clear and was a great experience.

Yadanar Aung

i enjoyed this course very much, learnt a lot of new things....

Gareth Kapito

Very engaging and interesting course for all finance learners.

ARVIND SRIVASTAVA

AN EXCELLENT REFRESHER COURSE FOR OTHERS AND VERY GOOD FOR BEGINNERS AS WELL

Johnson Onkabetse Gogannekgosi

It is direct to the practical and applied staff. Really engaging and interesting delivery.

Emmanuel M. Mulamila Olsen

Starts from the very basics and gives strengthens fundamentals

Nihar Mehta

I think it is useful for us students to get this certificate

Jingwen JIA

Looking forward fro other courses on CFI

Sonika Kumari

i was glad to attend this course

John Ngelula

This course is very good & basic

Salim Shaikh

Very helpful course thanks CFI

Mina Atef

It’s been so educating coming this far in exploring math for capital markets. I am grateful

SOLOMON AGYAPONG

this is a nice refresher course for anyone who has previously studied finance. i encourage everyone to take this, very clear concise and apt.

ladidi agidani

Great subject. simplifies concepts and gives practical examples

Simbarashe Pasipamire

Excellent teaching faculty

Neha Kumari

I was never any good at math in school, so I was surprised and appreciative of how easy the concepts presented throughout the course were to understand.

Joshua Poyser

Very engaging, simplified and easy to understand. loving the learning experience.

IMRAN LADHANI

it was wonderful methodology on the side of CFI and its great team. I had very sophisticated way to learn and go beyond my curriculum.

Kartikeya Bhatt

A very intricately designed course to teach students about the basics of capital market which also is important for regular banking activities. It not only helps working professionals and students of economics or commerce but also provides working knowledge of banking to regular people.

Biswadeep Ghosh

great course would encourage all to take it

Sophia Murray

Great content with excel exercises very well explained.

Priyanshi Chaturvedi

A wonderful course from CFI. All the contents were properly dealt with and explained by the instructor.its a thing you shouldn't miss as financial analyst enthusiast.

Moshood Elusope

Thank you so much CFI for this free course.

Deeksha Singh

THIS IS VERY FUNDAMENTAL COURSE REQUIRED FOR EVERY ONE INTERESTED IN CAPITAL MARKETS. VERY WELL EXPLAINED .

PRABHAKAR CHANDRA LAL

Great course I'd recommend for everyone. It's been very exciting.

Daniel Dankyi

Good learning

Pooja Bhosale

I used to not understand about how to calculate in Capital Market. But this free lesson give me a way. The lecturer teach us in a simple way and absolutely easy to undestand. It also not take long time to finish this course. Let's join us! This is so worth it!

Ayu Cahya Wati

This was a great introduction. The only thing that could have been clearer was the jargon for Nominal vs Effective rate

Valenton Wallace

That was the most interesting part that I had no idea about especially when it came to depositing and lending by banks . It was an informative course

Joan Kinya

acheiving corporate finance learning curve

amit singh

The course is very educative and efficient. its very good.

Dorothy Awonpok Amoak

This course was very useful and insightful.

Doris Awonlie Amoak

Learn this for skill enhancement.

Nikita Saini

The class was insightful.

Khadijat Kareem

This course was awesome and very enlightening

Rhoda Temiloluwa Awotunde

Very interesting material

Niv Herscovitz Kriger

i enjoyed this course

Hazel Asantewaa kissi-Dankwa

Awesome course

Rohan Singh

It was an excellent course.

Mohammad Noorani

It was awesome

Aryan Kumar Shukla

the course gave a broader insight with different important concepts applied in practical fields.It also helped a lot to strengthen the basic concepts without which moving forward is not easy.I really want to give big thumps up and thanks to CFI for conducting such important courses.

ANKUR GOGOI

I recommend it to all people who work in finance fields

Ahmed Nagah Ahmed

The course offers a simplified fundamentals for mathematics in capital market.

Gurjot Singh Kohli

The course on Math Fundamentals for Capital Markets has been well-designed and structured as per the needs of both, professionals as well as beginners. It is highly recommended for banking experts, especially the ones in the lending business and other finance professionals.

Sameer Sakharkar

good work

Kelvin Kamande Karanja

Really helpful for students who want to gain knowledge in mathematical rules for capital.

Halima Siddiqui

I’ll recommend this course for anyone interested in financial modeling

Kwabena Appiah Nyarko

nice

anurag pandey

I enjoyed taking the course, it gives you idea about concepts and you certainly understand it with more depth.

Alok Dharpure

Great initiative to self-learning. Topics well discussed.

PHILIP LAMPTEY

This course structure is delivered with well organization with clear explanation of relevant Maths concepts and several demonstrations to all Maths beginners.

Kwong Sang Yeung

The instructor is very eloquent and straight to the meat of the subject. Well done

Tavaziva Lawrence Dzvova

Nicely explained with infographics. Provides a good headstart in understanding various capital budgeting techniques.

LAKSHAY DHAWAN

Amazing course must try

Samiya Nasir

A really exciting course that really widen our perspectives, Thank you so much !

Romaric Christian Tuwindpulongo Yougbaré

This course titled " Math Fundamentals for Capital Markets " has been created with the objective of building confidence among the participants regarding the use of in capital markets. So, the course is extremely helpful.

Debabrata Das

This course is amazing and I like how technical it gets with the calculations and the use of excel is very helpful.

Likho Zindlo

good course

yaoting mao

excellent content and delivery, simple and effective methodology used to deliver the course. Keep up the good work CFI

Edwin John

This course has reminded me some basic but very important concepts in finance.

Carolina Jaramillo

This course provides a fantastic concise introduction to simple math you will need in capital markets and life in general. Thanks!

Maxim Kharchenko

Thank you so much

yara saeed

Thank you very much!

Federico Monfasani

This course is a nice review of the basics of capital markets math. Easy to follow and good examples.

ian y

This course is 100% helpful to broaden your knowledge in mathematics in capital markets.

Adolf Josef Yao

This course has helped me so much to recollect the mathematics topics that I have learnt in my 8th standard...

Chendra Haasa Kuthadi

it contains the most mathematics basics needed for financial markets

Mohamed Diab Soliman Awaad

enjoyed a lot

Anupam khatiwara

Very neatly presented.

Kishore Srinivasan

Keep Trying. Good to learn

I Wayan Subagia

Frequently asked questions

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?

Depending on your enrollment type, you will either have two years, yearly, or monthly access to your courses. 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?

CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, and by 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?

No! 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. We accept debit/credit cards (Visa, Mastercard, Amex), PayPal, and wire transfers for one-time course payments. If you wish to proceed with a wire transfer from your bank, please see instructions here.

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.

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 help delve even deeper into the course concepts, please look into our free career resources library.

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 which 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.

What is the price of the subscription?

All Access Subscription is priced for $497 per year as Self-Study plan or $897 per year as Full Immersion plan.

What is included in the subscription?

All Access Subscription includes all courses from Financial Modeling & Valuation Analyst (FMVA)® Certification, Commercial Banking & Credit Analyst (CBCA)™ Certification, Capital Markets & Securities Analyst (CMSA)® Certification, Business Intelligence & Data Analyst (BIDA)™ Certification, Commercial Real Estate Finance Specialization and Environmental, Social & Governance (ESG) Specialization.