Overview

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

Upgrade

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

Ahmed Nagah Ahmed

I recommend it to all people who work in finance fields
Gurjot Singh Kohli
I strongly agree
The course offers a simplified fundamentals for mathematics in capital market.
Sameer Sakharkar
Highly recommended course
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
good work
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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
nice
Alok Dharpure
I enjoyed taking the course, it gives you idea about concepts and you certainly understand it with more depth.
PHILIP LAMPTEY
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
LAKSHAY DHAWAN
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

Frequently Asked Questions

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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.

Upgrade

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