Fundamental Financial Math

A guide to the building blocks of Financial Math, with in-depth analysis and examples.

Last updated 2022-01-10 | 4.6

- The relationship between price and yield on fixed income securities
- What are the interest rate and pricing conventions for fixed income instruments
- How to explain different day count and compounding conventions used in fixed income securities

What you'll learn

The relationship between price and yield on fixed income securities
What are the interest rate and pricing conventions for fixed income instruments
How to explain different day count and compounding conventions used in fixed income securities
The dramatic difference between yield to maturity and realized rate of return
How to determine the price of both coupon bearing and zero coupon bonds
Financial math applications as it is used in finance
banking
securities and insurance markets and jobs

* Requirements

* A financial calculator is recommended to get the most out of this course.
* Knowledge of the English language.

Description

This course will introduce you to a wide variety of calculations and related concepts that are used by financial market participants in a  wide variety of applications - calculating prices, rates of return, and yields for example. These concepts and more will be discussed. 

This course consists of 15 modules, broken out into 3 sections: 

  • Interest Rate Conventions and Time Value of Money

  • Debt Security Pricing

  • Bond Yields and Rates of Return

The course contains approximately 2 and a half hours of video content, and supplementary PDF files of the instructor's presentation are included to help participants follow along. 

More about this course and Starweaver

This course is led by a seasoned capital markets industry practitioner and executive with many years of hands-on, in-the-trenches financial markets sales, trading and analysis work. It has been designed, produced and delivered by Starweaver. Starweaver is one of the most highly regarded, well-established training providers in the world, providing training courses to many of the leading financial institutions and technology companies, including:

Ahli United Bank; Mashreqbank; American Express; ANZ Bank; ATT; Banco Votorantim; Bank of America; Bank of America Global Markets; Bank of America Private Bank; Barclay Bank; BMO Financial Group; BMO Financial Services; BNP Paribas; Boeing; Cigna; Citibank; Cognizant; Commerzbank; Credit Lyonnais/Calyon; Electrosonic; Farm Credit Administration; Fifth Third Bank; GENPACT; GEP Software; GLG Group; Hartford; HCL; HCL; Helaba; HSBC; HSBC Corporate Bank; HSBC India; HSBC Private Bank; Legal & General; National Australia Bank; Nomura Securities; PNC Financial Services Group; Quintiles; RAK Bank; Regions Bank; Royal Bank of Canada; Royal Bank of Scotland; Santander Corporate Bank; Tata Consultancy Services; Union Bank; ValueMomentum; Wells Fargo; Wells Fargo India Solutions; Westpac Corporate Bank; Wipro; and, many others.

Starweaver has and continues to deliver 1000s of live in-person and online education for organizational training programs for new hires and induction, as well as mid-career and senior-level immersion and leadership courses.

If you are looking for live streaming education or want to understand what courses might be best for you in technology or business, just google:

starweaver journey builder starweaver[dot]com

Happy learning.


Who this course is for:

  • All levels of participants are encouraged to take this course.

Course content

3 sections • 15 lectures

Interest Rates and Yields Preview 10:38

Instructor Doug Carroll introduces the topic of Fundamental Financial Math and discusses Interest Rates and Yields.

Interest Rates and Rates of Return Preview 10:32

Instructor Doug Carroll discusses interest rates and rates of return.

Interest Rate Conventions and Time Value of Money Part 1 Preview 09:51

Instructor Doug Carroll discusses interest rate conventions and time value of money - part 1 of 2.

Interest Rate Conventions and Time Value of Money Part 2 Preview 10:43

Instructor Doug Carroll discusses interest rate conventions and time value of money - part 2 of 2.

Compound Interest Preview 10:58

Instructor Doug Carroll discusses compound interest.

Time Value of Money and Bond Pricing Preview 10:31

Instructor Doug Carroll discusses time value of money and bond pricing.

Pricing Zero Coupon Bonds Preview 09:00

Instructor Doug Carroll discusses the pricing of zero coupon bonds.

Pricing Coupon Bonds Preview 11:14

Instructor Doug Carroll discusses the pricing of coupon bonds.

Bond Pricing Versus Bond Valuation Preview 08:34

Instructor Doug Carroll discusses and compares bond pricing versus bond valuation.

Pricing Discount Securities Preview 10:09

Instructor Doug Carroll discusses pricing discount securities.

Discount Rates Versus Bond Equivalent Yield Preview 09:45

Instructor Doug Carroll discusses discount rates versus bond equivalent yield.

Bond Yields Preview 09:55

Instructor Doug Carroll discusses bond yields.

Yield to Maturity Preview 09:03

Instructor Doug Carroll discusses yield to maturity.

Yield to Maturity Versus Rate of Return Preview 10:06

Instructor Doug Carroll discusses and analyzes yield to maturity versus rate of return.

Yield to Maturity as an Expression of Current Value Preview 07:50

Instructor Doug Carroll discusses the yield to maturity as an expression of current value, and concludes the course.