Course

Applied Mathematics for Financial Planning


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.

Course Availability Notification

Please use the form below to be notified when this course is open for enrollment.

Contact Us
Speak to a student engagement representative.

Call (408) 861-3860

Envelope extension@ucsc.edu