This course provides the mathematical foundation essential for analyzing financial instruments and investment decisions. It explores interest theory, time-value principles, annuities, cash-flow modeling, amortization, and the quantitative relationships that drive pricing and valuation. Students learn how to apply these concepts to real-world scenarios involving loans, bonds, and long-term financial planning. Designed for finance learners, analysts, and aspiring quants, the course equips students with precise numerical skills used across all areas of financial analysis.

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Skills & learning objectives

There are 6 modules in this class


  • Introduction to Mathematics in FinanceUnlock this class to watch8m 58s
  • Analysing Financial DataUnlock this class to watch9m 3s
  • Black-Scholes ModelUnlock this class to watch10m 36s

  • What Is the Time Value of Money (TVM)?Unlock this class to watch2m 41s
  • Time Value of Money FormulaUnlock this class to watch1m 12s
  • Understanding Future ValueUnlock this class to watch1m 43s
  • Present Value BasicsUnlock this class to watch4m 55s
  • Annuity and PerpetuityUnlock this class to watch2m 10s

  • What Are Dividends?Unlock this class to watch1m 16s
  • Dividend PolicyUnlock this class to watch5m 20s
  • Dividend Pay-outUnlock this class to watch5m 31s
  • Preferred and Common StockUnlock this class to watch3m 29s
  • Hybrids DerivativesUnlock this class to watch3m 29s
  • Dividend Discount Models (DDM)Unlock this class to watch4m 46s

  • Modern Portfolio Theory (MPT)Unlock this class to watch8m 36s
  • Risk and ReturnUnlock this class to watch6m 16s
  • Risk ToleranceUnlock this class to watch5m 49s
  • Calculating Return on InvestmentUnlock this class to watch5m 17s

  • Understanding Bond Prices and YieldsUnlock this class to watch19m 24s
  • Bond MaturityUnlock this class to watch5m 6s
  • Yield to MaturityUnlock this class to watch9m 50s
  • ClosingUnlock this class to watch1m 52s

Final exam

Assess your learning with a final exam covering all class topics.

This class is part of the following certifications

Issued by Capital Academy and the American University in Dubai (AUD)
Certified Portfolio & Fund Manager (CPFM)

Certified Portfolio & Fund Manager (CPFM)

63 ClassesUnlimited interactive exercises

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Issued by Capital Academy and the American University in Dubai (AUD)
Certificate in AI-Powered Financial Analysis (CAFA)

Certificate in AI-Powered Financial Analysis (CAFA)

56 ClassesUnlimited interactive exercises

Unlock Certificate
Issued by Capital Academy and the American University in Dubai (AUD)
AI & Algo Trading Certification (AIAT)

AI & Algo Trading Certification (AIAT)

54 ClassesUnlimited interactive exercises

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ClassFAQs

The course aims to equip learners with essential mathematical tools used in finance, including time value of money, bond pricing, risk analysis, and investment evaluation techniques.
The course is designed for finance professionals, analysts, and students who want to strengthen their quantitative skills and apply mathematical models in real-world finance.
The module covers present and future value calculations, interest rates, compounding periods, and how these concepts influence financial decision-making.
The course teaches learners how to use NPV, IRR, and financial models to evaluate investment opportunities and assess profitability.
Learners will understand bond pricing, yield calculations, maturity effects, and how bond mathematics is applied in investment decision-making.

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