Math for Finance Professionals

Name: Math for Finance Professionals
Availability: InStock
Rating: 4.90 (1575 reviews)

Acquire the foundational math knowledge that can be applied in all many areas within the field of finance.

Explain the difference between simple and compound interest
Calculate and compare effective and nominal interest rates
Build a range of discounted cash flow models that represent real-world applications

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Corporate Finance Institute

Math for Finance Professionals

Overview

Math for Finance Professionals Course Overview

Financial math is a critical tool for people working in the finance industry. Professionals within the industry need the skills to analyze financial data, manage financial risks, assess investment opportunities, and monitor transactions.

This course will provide you with the foundational math skills required to build a career in finance. You will compare simple and compound interest and learn how these different types of interest are used to compound and discount cash flows. You will also be introduced to the concepts of nominal and effective interest rates. You will then be ready to apply these skills to a variety of real-world finance applications.

Who Should Take Math for Finance Professionals Course?

This course is specifically designed for finance professionals seeking careers in investment banking, capital markets, risk management, investment and wealth management, finance, and accounting.

Math for Finance Professionals Learning Objectives

Explain the difference between simple and compound interest
Calculate and compare effective and nominal interest rates
Build a range of discounted cash flow models that represent real-world applications

Prerequisite Skills

Recommended skills to have before taking this course.

Basic Math

What You'll Learn

Lesson

Multimedia

Exams

Files

Qualified Assessment

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 Modeling & Valuation Analyst (FMVA®) Certification

Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
Career Prep Investment banking and equity research, FP&A, corporate development

Learn More

Capital Markets & Securities Analyst (CMSA®) Certification

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

Learn More

Financial Planning & Wealth Management Professional (FPWMP®) Certification

Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
Career Prep Financial Planner, Investment Advisor, Portfolio Manager

Learn More

Risk Management Specialization

Skills You’ll Gain Risk Identification, Regulatory Analysis, Risk Measurement, Risk Mitigation
Great For: Market Risk Analyst, Credit Risk Analyst, Compliance Officer, consulting, Enterprise Risk Manager, Audit

Learn More

What Our Members Say

Good refresher

Good course to remind basic concepts

Alessandro Raffo Caro

Amazing

The lessons were very concise but informative.

Samuel Kagwe

Informative

I'd recommend for anyone interested in statistics for analysis.

Wanjiru Muchiri

VERY INFORMATIVE AND CHALLENGING

THIS IS A COURSE WORTH TAKING TO THE END

Michael S O Okinyo

Amazing

It's been a long ride. doing my best

Gerrard Mensah

Great Course

I Loved the course. It was very interactive and the activities helped me to understand

Kgomotso Moloko

Great lesson

Beautiful teaching process

Adeniran Comfort Joshua

Great one

I learnt new concepts that relates to finance. That is great.

Gabriel Azu

TECHNICAL

THE COURSE WAS QUIT INTENSED AND CHALLENGING. BUT THE CONTENT WAS RICH AND THE LECTURE DELIVERY WAS SUPERB

Abbas Umar Ogirima

Math For Corporate Finance

Easy to understand and comprehend

Ian Ruto

Very informational and practical

The course made it very easy for me to relate theory to practice which will go a long way to help me in my career as a financial analyst.

SAMUEL KOBLA MORKLI

Had a great and interesting class

Is very good program that everyone should take to broaden your knowledge

Priscilla Bediako Asare

Great

The experience has been great so far

OLUWABUNMI OJULUWAYO

Great time

Excellent notes and learnables

Daniel Christian Amaning

Enagaging

Engaging and Informative

Rakeli Kuria

Taxing

worthy of time and investment

Taye Ologun

Simplicity

The Instructor has a unique way of simplifying complex concepts

Stephen Osei-Manu

excellent

well explained lessons , thank you

Morris Mutinda

informative

great experience material used is simple and easy to understand

JOSEPH SIKOBISO

Exciting

You just have to love mathematics

Farai Taurai

Very detailed

This section was very detailed

Leslie Gokah

very helpful

the lesson is well explained that it is easy to understand

Tanyaradzwa Chiwutani

Tasking

This particular course for me was quite tasking but it was worth it

Oyindamola Abiri

Math for Finance

Enjoy every aspect of it

Theresa Iluyomade

This course as been a great tool of revision for me-

It's a great course.

Valentine Gomez

Frequently Asked Questions

If you haven’t found your answer from our FAQ, please send us a message.

Contact Us

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.

What is CFI's refund policy?

Except as required by law, all payments to CFI are non-refundable, including fees and any other associated charges. Canceling your subscription will not generate a refund. Your access to CFI's paid content will remain active until your current billing cycle ends. For more information please visit our refund policy page.

Math for Finance Professionals

Math for Finance Professionals Course Overview

Who Should Take Math for Finance Professionals Course?

Math for Finance Professionals Learning Objectives

What You'll Learn

Introduction

Simple and Compound Interest

Nominal and Effective Interest Rates

Discounted Cash Flows

Course Summary

Qualified Assessment

This Course is Part of the Following Programs

Financial Modeling & Valuation Analyst (FMVA®) Certification

Capital Markets & Securities Analyst (CMSA®) Certification

Financial Planning & Wealth Management Professional (FPWMP®) Certification

Risk Management Specialization

What Our Members Say

Alessandro Raffo Caro

Samuel Kagwe

Wanjiru Muchiri

Michael S O Okinyo

Gerrard Mensah

Kgomotso Moloko

Adeniran Comfort Joshua

Gabriel Azu

Abbas Umar Ogirima

Ian Ruto

SAMUEL KOBLA MORKLI

Priscilla Bediako Asare

OLUWABUNMI OJULUWAYO

Daniel Christian Amaning

Rakeli Kuria

Taye Ologun

Stephen Osei-Manu

Morris Mutinda

JOSEPH SIKOBISO

Farai Taurai

Leslie Gokah

Tanyaradzwa Chiwutani

Oyindamola Abiri

Theresa Iluyomade

Valentine Gomez

Frequently Asked Questions