Overview What You'll Learn What Students Say FAQ

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.

What You'll Learn

Lesson
Multimedia
Exams
Files
Simple Interest
Course Introduction
Downloadable Files
Simple Interest
Future Value and Present Value
Future Value and Present Value with Simple Interest
Interactive Exercise 1
Compound Interest
Compound Interest
Annual Compounding Excel Demonstration
Semi-Annual Compounding Excel Demonstration
Interactive Exercise 2
Nominal Rate and Effective Rate
Interactive Exercise 3
Future Value and Present Value with Compound Interest
Interactive Exercise 4
Annuity and NPV
Annuity
DCF and NPV
DCF and NPV Excel Demonstration
Changing Rates of Interest
Interactive Exercise 5
Download Completed Files
Qualified Assessment
Qualified Assessment
Share Your Feedback
Course Completion

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

Path to Certification

Prep Courses

courses from beginner to intermediate level.

01Optional

Core Courses

6 courses from beginner to intermediate level.

02Required

Elective Courses

8 courses in advanced and intermediate levels.

03Required

Get Certified

Submit your CMSA® checklist and order your certificate.

CMSA Certificate 04Required

Join Our Community

Get access to the Global Corporate Finance Society.

05Optional

How the Certification Works

Capital Markets & Securities Analyst (CMSA)® courses are offered 100% online, allowing you the flexibility to start the Capital Markets & Securities Analyst (CMSA)® program anytime and learn when it’s most convenient for you.
Students must complete all core and 7 elective courses (13 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified (CMSA)® Certification will be emailed to you.

What Our Students Say

Kennedy Phiri
If you cant explain it to a 2 year old then its B*** sh**
I have always had an interest in learning the underlying concepts and application of basic mathematics concepts in time value of money principles. I had been struggling to find an effective online learning resource. Well, to cut the story short ....CFI is my hero! The concepts are explained in an easy to understand way. My mind learns better with simplified explaining , CFI gave me a good learning experience.
Cesar Boyás
Very clear, productive and useful
Great course
Florencio Rustrián Monroy
Needed, to say the least
If you don't know the basics on math fundamentals for capital markets, you won't be able to go through the world of finance. This course is short, but it's content is concise and straight-forwarded to the neccesary knowledge. I highly recommend you to take it, whether it is mandatory on your CFI certification courses or not.
Adigun Oladimeji
Maths for capital market
It is a great course
See More
angeline chua
great course
AARSHA SANTHOSH
Very informative
Rohit Chawla
Prior entering Corporate Field one Should Brush Up his concepts.... this Course provides a quick revision of Financial Management concepts
Malavika K V
In this course I can study about how can we use fundamental in a capital markets. For using this first we should have a basic maths.
Aiswarya p biju
It is very easy to understand and the content was very nice.
Yadanar Aung
Even though the course is short but it was really effective the lecturer explanation was clear and was a great experience.
Gareth Kapito
i enjoyed this course very much, learnt a lot of new things....
ARVIND SRIVASTAVA
Very engaging and interesting course for all finance learners.
Johnson Onkabetse Gogannekgosi
AN EXCELLENT REFRESHER COURSE FOR OTHERS AND VERY GOOD FOR BEGINNERS AS WELL
Emmanuel M. Mulamila Olsen
It is direct to the practical and applied staff. Really engaging and interesting delivery.
Nihar Mehta
Starts from the very basics and gives strengthens fundamentals
Jingwen JIA
I think it is useful for us students to get this certificate
Sonika Kumari
Looking forward fro other courses on CFI
John Ngelula
i was glad to attend this course
Salim Shaikh
This course is very good & basic
Mina Atef
Very helpful course thanks CFI
SOLOMON AGYAPONG
It’s been so educating coming this far in exploring math for capital markets. I am grateful
ladidi agidani
this is a nice refresher course for anyone who has previously studied finance. i encourage everyone to take this, very clear concise and apt.
Simbarashe Pasipamire
Great subject. simplifies concepts and gives practical examples
Neha Kumari
Excellent teaching faculty
Joshua Poyser
I was never any good at math in school, so I was surprised and appreciative of how easy the concepts presented throughout the course were to understand.
IMRAN LADHANI
Very engaging, simplified and easy to understand. loving the learning experience.
Kartikeya Bhatt
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 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
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.
PRABHAKAR CHANDRA LAL
THIS IS VERY FUNDAMENTAL COURSE REQUIRED FOR EVERY ONE INTERESTED IN CAPITAL MARKETS. VERY WELL EXPLAINED .
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
ANKUR GOGOI
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
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

Can I download the Excel files and financial modeling templates?
How long do I have to complete the courses?
Are CFI courses verified?
Are there any additional fees or costs?
What currency are your courses priced in?
How do I earn my certificates?
Can I email the instructor if I have questions?
Will these courses help me advance my career?
More Questions?

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.

Enroll for free

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