金融プロフェッショナルのための数学

基礎スキルレベル

更新日 2025/05

実践的なExcel演習と実例で、金融に必須の数学スキルを身につけましょう。

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Simple & Compound Interest

This chapter covers the fundamental concepts of simple and compound interest, including future and present value calculations, the time value of money, and interactive exercises to reinforce key financial principles.

Course Introduction

50 XP

Simple Interest

50 XP

Poll: Value of Money

50 XP

Time Value of Money

50 XP

Calculating FV Using Simple Interest

50 XP

Present Value Calculation

50 XP

Calculating PV Using Simple Interest

50 XP

Compound Interest

50 XP

Calculating FV Using Compound Interest

50 XP

Calculating PV Using Compound Interest

50 XP

FV & PV in Excel

50 XP

Simple vs Compound Interest

50 XP

チャプターを開始

Nominal and Effective Interest Rates

This chapter explores the relationship between nominal and effective interest rates, the impact of compounding frequency, and key calculations for future and present values, supported by interactive exercises.

Changing the Compounding Frequency

50 XP

Compounding Frequency & Future Values

50 XP

Calculating FV when n = 1

50 XP

Calculating FV when n > 1

50 XP

Calculating PV when f > 1 and n > 1

50 XP

Calculating Present Value

50 XP

Calculating Present Value in Excel

100 XP

Effective Rate vs Nominal Rate

50 XP

Effective vs Nominal Rate

50 XP

Effective vs Nominal Rate II

50 XP

Calculating the Effective Interest Rate

50 XP

Converting Effective & Nominal Interest Rates

50 XP

The Language of Compounding

50 XP

チャプターを開始

Discounted Cash Flows

This chapter covers the principles of discounted cash flows, including annuities, loan amortization, net present value (NPV), and internal rate of return (IRR), with interactive exercises for practical application.

Discounted Cash Flow Overview

50 XP

Discounting a Single Cash Flow

50 XP

Annuities Overview

50 XP

The Annuity Factor

50 XP

Annuity Characteristics

50 XP

An Auto Loan as an Annuity

50 XP

Using the PMT function for an Annuity

50 XP

A Mortgage as an Annuity

50 XP

Amortizing a Loan

50 XP

Net Present Value

50 XP

Understanding NPV

100 XP

Internal Rate of Return

50 XP

Understanding Internal Rate of Return

50 XP

チャプターを開始

Bond Pricing

This chapter introduces bond pricing fundamentals, including the relationship between price and yield to maturity (YTM), and provides hands-on practice with Excel-based calculations and interactive exercises.

What is a Bond

50 XP

Pricing a Bond

50 XP

Relationship Between Price and YTM

50 XP

YTM and Bond Prices

100 XP

Using Excel to Price a Bond

50 XP

Using Excel to Find YTM

50 XP

チャプターを開始

Statistics for Finance

This chapter explores key statistical concepts for finance, including measuring returns, volatility, standard deviation, correlation, and probability, with practical Excel applications and interactive exercises.

Using Statistics to Describe Price Charts

50 XP

Measuring Returns

50 XP

Arithmetic vs Continuously Compounded Returns

50 XP

Measuring Volatility

50 XP

Calculating Standard Deviation in Excel

50 XP

Quoting Volatility

50 XP