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Course

Applied Mathematics for Financial Planning | FPLN.X409


This course covers the basic analytic tools and mathematical techniques used in personal financial planning. The emphasis is on understanding and applying quantitative concepts and techniques such as present/future value analysis, discounted cash flow, internal rate of return, measurements of investment performance, analysis of equities and fixed-income investments using statistical tools, evaluation of mortgages, and cash-flow planning for retirement and education. The course is specifically oriented toward practical problem solving.

Note(s): An HP-12C financial calculator is required.

Learning Outcomes

At the conclusion of the course, you should be able to:

  • Apply TVM principles to solve problems in various financial planning and investment applications, including retirement and education funding, consumer purchases, bond pricing and the analysis of investment alternatives.
  • Create personal balance sheets and income and expense statements and perform relevant analysis, including the calculation of personal financial ratios.
  • Understand and calculate the impact of inflation on savings and investment plans and goals.
  • Define and calculate the various measures of "average return", and identify where used.
  • Calculate volatility in investment returns and interpret results.
  • Achieve a basic understanding of equities (stocks), options, mutual funds and bonds in order to complete computations relevant to pricing and other analyses.
  • Define and measure risk for different types of investments (bonds, equities) and calculate industry defined risk adjusted return metrics.
  • Master the HP12C calculator for various computations.
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This course is related to the following programs:

Sections Open for Enrollment:

Open Sections and Schedule
Start / End Date Units Cost Instructor
01-13-2022 to 03-24-2022 3.0 $725

Curtis S. Chen

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Schedule

Date: Start Time: End Time: Meeting Type: Location:
Thu, 01-13-2022 6:00 p.m. 9:00 p.m. Live-Online REMOTE
Thu, 01-20-2022 6:00 p.m. 9:00 p.m. Live-Online REMOTE
Thu, 01-27-2022 6:00 p.m. 9:00 p.m. Live-Online REMOTE
Thu, 02-03-2022 6:00 p.m. 9:00 p.m. Live-Online REMOTE
Thu, 02-10-2022 6:00 p.m. 9:00 p.m. Live-Online REMOTE
Thu, 02-17-2022 6:00 p.m. 9:00 p.m. Live-Online REMOTE
Thu, 03-03-2022 6:00 p.m. 9:00 p.m. Live-Online REMOTE
Thu, 03-10-2022 6:00 p.m. 9:00 p.m. Live-Online REMOTE
Thu, 03-17-2022 6:00 p.m. 9:00 p.m. Live-Online REMOTE
Thu, 03-24-2022 6:00 p.m. 9:00 p.m. Live-Online REMOTE