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Financial mathematics on Excel (C2020)

30 hour(s)

Objectives

  • Understand Algebra basis functions for Financial Mathematics: power, logarithm, time series, functions, etc.
  • Understand how to write a mathematical formula, build a table with values, round numbers and plot a function with Excel.
  • Understand how to apply simple and compounded interest rates as well as discount factor rates.
  • Understand the difference between the equivalent interest rate and the proportional ones with respect to the duration.
  • Understand how to compute the yearly and monthly amount of a household credit and/or mortgage, the net present value and the internal rate of return concepts.
  • Understand how to apply main financial function of Excel.
  • Understand how to use Excel to solve financial problems.

Content

  • Introduction to Excel: Simple table, different notations, Excel operators, some Excel functions.
  • Algebra functions: power, polynomes, equations. Exercises + Graphics on Excel.
  • Algebra functions: Logarithm and Exponential. Exercises + Rounding on Excel.
  • Arithmetical and Geometrical series + Exercises.
  • Simple interest rates, compounded interest rates, present value, future value, annuity + Exercises.
  • Simple interest rates, compounded interest rates, present value, future value, annuity + Exercises.
  • Annuity at the end of period: case of saving or payment. Real cases: Montly payment of a household credit, montly payment of a household mortgage.
  • Installment Sales: Choice between price reduction or interest rate reduction: Exercises.
  • Internal rate of return on Investments + Exercises.
  • Recap of the courses + exercises.

Target group

Who is the course aimed at?

Anyone wishing to be initiated on solving financial problems.

 
Prerequisites

Successful completion of the module "MS-Excel essentials" (C1320) or proof of equivalent certified knowledge.

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