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The Silicon Valley Campus is closed Saturday, May 27 through Monday, May 29, 2023, in honor of Memorial Day. We will reopen for classes on Tuesday.

Applied Mathematics for Financial Planning | FPLN.X409

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.

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.

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

Have a question about this course?
Speak to a student services representative.
Call (408) 861-3860
FAQ
ENROLL EARLY!
This course is related to the following programs:

Sections Open for Enrollment:

Open Sections and Schedule
Start / End Date Quarter Units Cost Instructor
06-29-2023 to 08-31-2023 3.0 $725

Curtis S. Chen

Enroll

Final Date To Enroll: 06-29-2023

Schedule

Date: Start Time: End Time: Meeting Type: Location:
Thu, 06-29-2023 6:00 p.m. 9:00 p.m. Live-Online REMOTE
Thu, 07-06-2023 6:00 p.m. 9:00 p.m. Live-Online REMOTE
Thu, 07-13-2023 6:00 p.m. 9:00 p.m. Live-Online REMOTE
Thu, 07-20-2023 6:00 p.m. 9:00 p.m. Live-Online REMOTE
Thu, 07-27-2023 6:00 p.m. 9:00 p.m. Live-Online REMOTE
Thu, 08-03-2023 6:00 p.m. 9:00 p.m. Live-Online REMOTE
Thu, 08-10-2023 6:00 p.m. 9:00 p.m. Live-Online REMOTE
Thu, 08-17-2023 6:00 p.m. 9:00 p.m. Live-Online REMOTE
Thu, 08-24-2023 6:00 p.m. 9:00 p.m. Live-Online REMOTE
Fri, 08-25-2023 6:00 p.m. 9:00 p.m. Live-Online REMOTE
Thu, 08-31-2023 12:01 a.m. 11:59 p.m. Final Coursework Due ONLINE