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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

Free Enroll For Free

Approx 1.0 hr to complete


From $847.00
Full Immersion Capital Markets & Securities Analyst (CMSA)™
Buy Now
From $497.00
Self-Study Capital Markets & Securities Analyst (CMSA)™
Buy Now

What Our Students Say

Very engaging, simplified and easy to understand. loving the learning experience.
Kartikeya Bhatt
key elements of this course
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.
Biswadeep Ghosh
A must for individuals who aspires to find themselves in the capital market
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.
Sophia Murray
great course would encourage all to take it
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Priyanshi Chaturvedi
Great content with excel exercises very well explained.
Moshood Elusope
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.
Deeksha Singh
Thank you so much CFI for this free course.
Daniel Dankyi
Great course I'd recommend for everyone. It's been very exciting.
Pooja Bhosale
Good learning
Ayu Cahya Wati
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!
Valenton Wallace
This was a great introduction. The only thing that could have been clearer was the jargon for Nominal vs Effective rate
Joan Kinya
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
amit singh
acheiving corporate finance learning curve
Dorothy Awonpok Amoak
The course is very educative and efficient. its very good.
Doris Awonlie Amoak
This course was very useful and insightful.
Nikita Saini
Learn this for skill enhancement.
Khadijat Kareem
The class was insightful.
Rhoda Temiloluwa Awotunde
This course was awesome and very enlightening
Niv Herscovitz Kriger
Very interesting material
Hazel Asantewaa kissi-Dankwa
i enjoyed this course
Rohan Singh
Awesome course
Mohammad Noorani
It was an excellent course.
Aryan Kumar Shukla
It was awesome
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.
Ahmed Nagah Ahmed
I recommend it to all people who work in finance fields
Gurjot Singh Kohli
The course offers a simplified fundamentals for mathematics in capital market.
Sameer Sakharkar
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.
Kelvin Kamande Karanja
good work
Halima Siddiqui
Really helpful for students who want to gain knowledge in mathematical rules for capital.
Kwabena Appiah Nyarko
I’ll recommend this course for anyone interested in financial modeling
anurag pandey
Alok Dharpure
I enjoyed taking the course, it gives you idea about concepts and you certainly understand it with more depth.
Great initiative to self-learning. Topics well discussed.
Kwong Sang Yeung
This course structure is delivered with well organization with clear explanation of relevant Maths concepts and several demonstrations to all Maths beginners.
Tavaziva Lawrence Dzvova
The instructor is very eloquent and straight to the meat of the subject. Well done
Nicely explained with infographics. Provides a good headstart in understanding various capital budgeting techniques.
Samiya Nasir
Amazing course must try
Romaric Christian Tuwindpulongo Yougbaré
A really exciting course that really widen our perspectives, Thank you so much !
Debabrata Das
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.
Likho Zindlo
This course is amazing and I like how technical it gets with the calculations and the use of excel is very helpful.
yaoting mao
good course
Edwin John
excellent content and delivery, simple and effective methodology used to deliver the course. Keep up the good work CFI
Carolina Jaramillo
This course has reminded me some basic but very important concepts in finance.
Maxim Kharchenko
This course provides a fantastic concise introduction to simple math you will need in capital markets and life in general. Thanks!
yara saeed
Thank you so much
Federico Monfasani
Thank you very much!
ian y
This course is a nice review of the basics of capital markets math. Easy to follow and good examples.
Adolf Josef Yao
This course is 100% helpful to broaden your knowledge in mathematics in capital markets.
Chendra Haasa Kuthadi
This course has helped me so much to recollect the mathematics topics that I have learnt in my 8th standard...
Mohamed Diab Soliman Awaad
it contains the most mathematics basics needed for financial markets
Anupam khatiwara
enjoyed a lot
Kishore Srinivasan
Very neatly presented.
I Wayan Subagia
Keep Trying. Good to learn

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CMSA Certificate

Capital Markets & Securities Analyst (CMSA)™ Program

The Capital Markets & Securities Analyst (CMSA)™ program will teach you the many asset classes, trading strategies, and procedures used in the capital markets. It is ideal for any student who wants to work in capital markets, whether on the buy-side or the sell-side. This program will give you the experience to make investment decisions and utilize appropriate trading strategies for different scenarios.


From $847.00
Full Immersion Capital Markets & Securities Analyst (CMSA)™
Buy Now
From $497.00
Self-Study Capital Markets & Securities Analyst (CMSA)™
Buy Now