Math Fundamentals for Capital Markets

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Level 2

Approx 1h to complete

100% online and self-paced

Subscribe to get access to CMSA® and other programs

From $497/year

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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.

Become a certified Capital Markets & Securities Analyst (CMSA)®

Math Fundamentals for Capital Markets is part of the All Capital Markets & Securities Analyst (CMSA)® courses, which includes 29 courses.

Capital Markets & Securities Analyst (CMSA)® Certification
  • Skills Learned Trading strategies used in the finance and capital markets
  • Career Prep Work in capital markets, whether on the buy-side or the sell-side

Path To Certification

Prep Courses

5 courses from beginner to intermediate level.

01Optional

Core Courses

8 courses from beginner to intermediate level.

02Required

Elective Courses

16 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.

The program is a part of the All Access Subscription, which includes all programs and courses.

CFI courses are designed by instructors with over 21 years of financial analyst training experience.

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

Detailed and Well Structured course on foundation skills
This course introduces us to the math required in capital markets and how businesses use these concepts to determine about their future investments on projects.

Anuj Kumar Karmakar

Excellent
great course would encourage all to take it

Sophia Murray


It’s been so educating coming this far in exploring math for capital markets. I am grateful

SOLOMON AGYAPONG

Its awesome
enjoyed a lot

Anupam khatiwara

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