
Master the essential financial math foundation by reading and rearranging equations, understanding present value and future value, and proving key concepts from first principles through practical quizzes and proofs.
Explore whether mathematics functions as a language by translating words into equations. Learn to use notation like subscripts and tickers to ensure clarity and align with consensus in finance.
Learn the most common finance notations, from bonds and stocks to interest rates, profit, and returns, and gain confidence in financial math by recognizing alpha, beta, rho, sigma, and omega.
Learn how subscripts and superscripts clarify financial notation and relate to prices, stocks, and bonds. Follow best practices to avoid exponent confusion.
Learn the golden rule of equations by seeing them as seesaws and balance both sides, applying the same operation to left and right to preserve equality.
Explore how numbers and symbols interact with themselves to yield predictable results that simplify solving equations. Learn rules for addition, subtraction, division, and multiplication, with infinity as the sole exception.
Explore the golden rule of interacting numbers and symbols with one, showing how adding, subtracting, multiplying, and dividing by one simplifies finance equations.
Master the Bodmas rules for solving equations, starting with brackets, then operators, then division and multiplication, and finally addition and subtraction, with left associativity and mnemonic variants.
Master the golden rule of sign changes: multiply or divide positive and negative numbers to determine the result. Use the sign table to avoid common errors in equations.
Learn to simplify and rearrange equations by grouping like terms, balancing both sides, and splitting fractions, illustrated with X, Y, Z and P/E and EPS examples.
Expand equations by transforming their form while preserving equality, using bracket distribution and simplifying, with emphasis on A plus B squared for portfolio risk estimation.
Identify the highest common factor and group terms to factorise expressions, the reverse of expanding brackets, illustrated by x+xy and 6+12a becoming x(1+y) and 6(1+2a).
Explore the present value and future value as finance concepts, linking future cash flows and risk to today’s worth. See how valuation and capital budgeting use these ideas for assets.
Learn how to calculate the future value by compounding interest, using a $10,000 deposit at 5% to show one-year and three-year growth.
Calculate the present value by discounting future cash flows at the discount rate, using the formula CF_t divided by (1 + r)^T, and sum multiple discounted cash flows.
Learn how to compute the present value of a finite annuity with constant cash flows using the present value of an annuity formula at an eight percent discount rate.
Prove the present value of an annuity from scratch, using constant cash flows, a fixed discount rate, and finite duration, and derive the PV formula.
Do equations freak you out? Are you scared of numbers? Chances are, you had a terrible math teacher in school. It's time to take back control. And finally get the foundation you need for financial math.
The fact is, you need to be at least reasonably good at mathematics to study any aspect of Finance.
This holds whether you want to study Personal Finance, or the more "formal" Finance (be that Corporate Finance, Quantitative Finance / Asset Pricing).
Whether you're student studying Finance or a professional working at a hedge fund or financial institution... If you've got a weak background in mathematics and you're exploring Finance, it's time to get past and conquer your fear of mathematics and equations.
It's time to get past your fear of equations / numbers, and to embrace the simplicity of Financial Mathematics.
Discover the no judgement, no pressure Financial Math Primer for Absolute Beginners course.
Explore the core concepts of mathematics you need to know in order to work with financial mathematics and Finance in general.
Learn how to rearrange equations, expand brackets, group / factorise variables, and a whole lot more.
Finally bid goodbye to your fear of mathematics, equations, and numbers.
Here's your 5 step journey to building a rock solid foundation in Financial Math.
5 STEPS TO A SOLID FOUNDATION
# 1: Pre-Fundamentals (Before The Absolute Basics)
Explore mathematics in a new yet familiar way. Discover why math really is a language. Learn how to transform an English statement into a mathematical equation.
Gain familiarity with the most common financial math notations and never feel intimidated by the Greek letters, ever again.
Take the baby steps and learn how to read equations from scratch.
# 2: The Fundamentals (Getting the Absolute Basics Right)
Discover the 5 Golden Rules of mathematics that will help you take back control of the equations.
See how these 5 incredibly simple rules can help you rearrange any equation - regardless of how complex it may be.
We'll use these 5 rules alone to write an entire financial math proof from scratch, together!
# 3: Playing with Equations
Explore how to simplify, expand, and factorise equations from scratch.
Start from the most basic expressions before gradually building up to more advanced and complex equations.
Get comfortable with manipulating and rearranging equations, just by applying the Golden Rules!
# 4: Financial Math Essentials
Explore the single concept on which 70%-80% of Finance is based on - the Present Value.
Discover the Future Value and how it interacts with the Present Value.
Take command of the simple concept which drives the entire process for stock valuation, bond valuation, and a whole lot more.
# 5: Writing a Proof
Leverage your new rock solid foundations by writing a financial math proof from scratch.
Explore precisely how and why the Present Value of an Annuity works the way it does.
Take things to the next level by going solo and proving the Present Value of a Perpetuity all by yourself.
STRUCTURED LEARNING PATH, DESIGNED FOR DISTINCTION
We've used the same tried and tested, proven to work teaching techniques that've helped thousands of students across the globe:
ace their exams,
obtain professional qualifications (CFA®, ACA, ACCA, and more)
get hired by the most renowned investment banks in the world,
manage their own investment portfolios.
Here's how we'll help you build a rock solid foundation in Financial Mathematics:
A Solid Foundation
You’ll gain a solid foundation of the core fundamentals that drive the entire Financial Math process. These fundamentals are the essence of Financial Math, regardless of what level you look at. Put differently, these fundamentals will hold you in good stead, indefinitely.
Example Question Walkthroughs
Explore each equation one variable at a time, one letter at a time. See step-by-step walkthroughs that help and empower you to see precisely how and why equations are rearranged the way they are.
Loads of Practice Questions
Apply what you learn immediately with 100+ Financial Math Quiz Questions, all with impeccably detailed solutions. Plus, Financial Math assignments that take you outside your comfort zone.
Proofs & Resources
Mathematical proofs with easy to follow, step-by-step instructions so you can take control of the Financial Math yourself. No guesswork.
Finally get the foundation you need in Financial Math.
Enroll now and get past your fear of equations and mathematics. Then write your own mathematical proof from scratch.