Financial Mathematics For Analysis

Financial Mathematics For Analysis

Course Objective:
At the end of this course participants should be able to understand the application of financial mathematics in various aspects of financial reporting, financial modelling and personal finance.

Course duration: 10 hours

Brief synopsis:
In this course, you would learn the fundamentals of numerical series, compounding and its application in many areas. You would learn how to (i) Value fixed income instruments like bonds (ii) Fundamental accounting principles behind IFRS 9 (iii) Valuation of leases (iv) Evaluating investment proposals in personal (example: insurance schemes) as well as business context (v) Calculating loan eligibility (vi) Handle complex calculations involved in loan restructuring etc.

Course outline:

Day/Date Topic Coverage Faculty Time
Nov 25, 2020 Introduction to time value of money – Simple interest vs compound interest

-Understanding present values and future values

-Calculating present value, future value, rate and number of periods

-MS Excel functions for calculating PV, FV, Rate, NPer

Mr. Viswanathan 08:00 PM
Dec 2, 2020 Role of time value of money in asset valuation – Fundamental equation of value

-Real world valuation vs risk neutral valuation

-Role of spot rates in asset valuation

-Valuation of bond with (i) yield to maturity (ii) with spot rates

-Working with forward rates

Mr. Viswanathan 08:00 PM
Dec 9, 2020 Working with annuity -Introduction to annuity

-Mathematical formula for calculating annuity

-MS Excel function to calculate annuity

-Calculating annuity when there are uncertainties

-Modeling growth annuity

Mr. Viswanathan 08:00 PM
Dec 16, 2020 Overview of application of time value of money is financial reporting -Lease accounting

-Investment and debt accounting under IFRS 9 / IndAS 109

-Impairment of assets

-Accounting for employment obigations

Mr. Viswanathan 08:00 PM
Dec 23, 2020 Advanced MS Excel to crunch complex numerical series problems – Creating a consolidated debt schedule when there are several debts taken at different times at different rates and different tenure

– Creating a consolidated depreciation schedule when there are different asset purchased at different dates with different life and salvage value

-Creating debt repayment schedule based for a series of debt

Mr. Viswanathan 08:00 PM


Program Fee

Program Fee: Rs. 3540
Fee for AIWMI Students: Rs. 1770
Fee for Exqualifi Members: Nil

*Fees is inclusive of GST

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Disclaimer: The Association of International Wealth Management of India (AIWMI) is an independent entity/brand and has no relation, whatsoever, with AIWM