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Financial Math Made Simple: Rates, Bonds, and Yields 2026
Role Play
Rating: 4.3 out of 5(512 ratings)
4,204 students

Financial Math Made Simple: Rates, Bonds, and Yields 2026

A practical guide to compound rates, bond valuation, and financial math quiz practice
Role Play
Created byStarweaver Experts, Paul Siegel, Globecon Experts, Doug Carroll
Last updated 4/2026
English

What you'll learn

  • Analyze the relationship between bond prices and yields in fixed income securities, and understand how interest rates influence bond valuation
  • Apply financial math to explain pricing conventions and yield calculations in fixed income instruments (bonds) within the bond market
  • Calculate time value of money, compound rates, and day count conventions used in fixed income investments and bond pricing
  • Differentiate between yield to maturity and realized returns, and assess how interest yields impact bond investing decisions
  • Determine the valuation of coupon-bearing and zero-coupon bonds using quantitative finance and financial math techniques
  • Apply financial math across capital markets, including bond trading, fixed income portfolio management, and financial engineering
  • Evaluate different types of fixed income securities, including key fixed income securities examples, and their role in diversified portfolios
  • Use real-world scenarios to apply bond pricing, interest rate analysis, and fixed income strategies in finance, banking, and insurance contexts

Course content

5 sections • 20 lectures • 2h 36m total length

  • Welcome0:52
  • Interest Rates and Yields10:38

    In this module, you will learn about fundamental financial math concepts such as interest rates and yields. We will cover how these concepts are used in the financial industry and how to calculate them. This module is designed to give you a strong foundation in financial math and help you understand how to analyze financial products and make informed financial decisions.

  • Quiz for Lecture 2
  • Interest Rates and Rates of Return10:32

    In this module, we cover the concepts of interest rates and rates of return. You will learn how to calculate and compare the profitability of investments, as well as understand the factors that can affect interest rates and rates of return.

  • Quiz for Lecture 3
  • Interest Rate Conventions and Time Value of Money Part 19:51

    This module covers the various conventions used to express and compare interest rates. You will learn about different types of interest rate notation, such as nominal and effective rates, and how to convert between them. This module will provide you with a deep understanding of how interest rates are expressed and used in financial analysis.

  • Quiz for Lecture 4
  • Interest Rate Conventions and Time Value of Money Part 210:43

    In this module, you will learn about the various conventions used to express and compare interest rates. This includes understanding different types of interest rate notation, such as nominal and effective rates, and how to convert between them. This module is designed to give you a deep understanding of how interest rates are expressed and used in financial analysis.


  • Quiz for Lecture 5
  • Compound Interest10:58

    This module covers the concept of compound interest and how it can be used to grow wealth over time. You will learn about the various factors that affect compound interest, such as the interest rate, the frequency of compounding, and the time period. This module is designed to give you a deep understanding of how compound interest works and how to use it to your advantage.

  • Quiz for Lecture 6
  • Time Value of Money and Bond Pricing10:31

    In this module, you will learn about the time value of money and how it is used to evaluate financial decisions. You will also learn about bond pricing, including the various factors that affect bond prices and how to use bond yields to compare different bonds. This module is designed to give you a deep understanding of these concepts and how they are used in financial analysis.

  • Quiz for Lecture 7
  • Hands-On Learning: Understanding Interest Rates and Time Value of Money1:23

    This Hands-On Learning activity helps you apply key concepts from Section 1 of the course: Interest Rates and Yields, Rate of Return, Interest Rate Conventions, Simple and Compound Interest, and the Time Value of Money. You'll complete guided tasks to deepen your understanding of how interest rates are calculated, interpreted, and applied in financial contexts.

Requirements

  • A financial calculator is recommended to maximize learning and perform financial math calculations effectively
  • Proficiency in the English language

Description

This course provides a comprehensive introduction to financial math, covering essential calculations and concepts used by professionals in capital markets and quantitative finance. You will learn how to calculate interest rates, compound rates, bond prices, bond yields, and interest yields, all of which are fundamental to fixed income investments and financial decision-making.

The program explores the time value of money, a core principle in finance, and demonstrates how it applies to bond valuation, pricing, and return calculations across a wide range of fixed income instruments (bonds). These concepts are widely used in bond investing, bond trading, and fixed income portfolio management.

You will gain a clear understanding of what bonds are, the types of bonds, and how fixed income securities function within the broader bond market. The course also explains how to invest in fixed income securities, evaluate bond prices, and analyze returns across different fixed income assets.

In addition, the course introduces concepts used in financial derivatives, helping you understand how pricing, yields, and rates are applied in real-world financial markets.

Course Structure

This course consists of 15 modules, organized into 3 sections:

  • Interest Rate Conventions and Time Value of Money

  • Debt Security Pricing and Bond Valuation

  • Bond Yields, Interest Yields, and Rates of Return


The course includes approximately 2.5 hours of video content, along with supplementary PDF materials to support learning and reinforce key financial math concepts.

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.


Happy learning.

Who this course is for:

  • This course is suitable for learners at all levels seeking to build a strong foundation in financial math, fixed income securities, and bond markets. It is particularly valuable for those interested in bond investing, fixed income portfolio management, and understanding how interest rates and bond yields influence financial markets.

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