Basic Mathematical Concepts for Investments for Financial Advisors
Soumyajit Ghosh
3 modules
English
Lifetime access
Master key math concepts for investment decisions
Overview
Course Description: Mastering Financial Concepts – Curated by Soumyajit Ghosh
Unlock the secrets to financial success with "Mastering Financial Concepts," curated by Soumyajit Ghosh, Founder & CEO of a leading wealth app solution. Mr. Ghosh, a seasoned expert in Indian capital markets, brings his passion for financial education to this course. Supported by pioneers like Sourav Mukherjee and Saurabh Sarkar, this program provides a holistic and practical approach to mastering finance.
The course starts with Understanding Returns, where students explore various rates of return, including nominal, effective, and internal rate of return (IRR). You'll learn to calculate, interpret, and compare these metrics, along with specialized tools like XIRR for handling irregular cash flows. This module equips you to evaluate investments confidently, using metrics to assess profitability and growth.
Next, we delve into the Time Value of Money, focusing on present value, future value, and net present value (NPV). You’ll gain the skills to assess investment opportunities, discount future cash flows, and understand how money grows over time. These concepts are vital for making strategic financial decisions in both personal and professional contexts.
The Loan Management section covers EMI calculations, loan restructuring, and repayment schedules. You'll learn how varying interest rates impact loans and how to leverage home equity for financial growth.
By the end of this course, you will possess a solid foundation in key financial concepts and practical skills for investment analysis and loan management. With direct insights from industry leaders, you’ll be prepared to navigate the financial world with confidence.
Join us today and take the first step toward financial mastery and securing your future.
Key Highlights
Essential mathematical concepts for financial advisors
Practical examples and exercises
Analyzing investments and assessing returns
What you will learn
Understand Core Mathematical Principles
Learn the foundational mathematical concepts that are crucial for financial advisors when evaluating investments.
Apply Mathematical Techniques in Investment Analysis
Develop the skills to apply mathematical techniques to analyze investments and make informed decisions.
Evaluate Investment Performance
Discover how to use mathematical tools to assess the performance of investments and calculate potential returns.
Modules
Calculation of Returns
32 attachments • 1 hrs
Nominal Rate of Return
Understanding the Nominal Rate of Return: A Simple Explanation
Decoding the Nominal Rate of Return: A Step-by-Step Guide for Investment Beginners 💰📈
Nominal Rate of Return Quiz
Effective Rate of Return (ERR)
Understanding the Effective Rate of Return (ERR): A Simple Explanation
Decoding the Effective Rate of Return
Effective Rate of Return Quiz
Internal Rate of Return
Understanding the Internal Rate of Return (IRR): A Simple Explanation
What is Internal Rate of Return (IRR)?
Internal Rate of Return Quiz
XIRR: Internal Rate of Return for Irregular Cash Flows
Understanding XIRR: Internal Rate of Return for Irregular Cash Flows
What Is XIRR? XIRR Vs IRR Vs CAGR | XIRR In Excel Explained By CA Rachana Ranade
Internal Rate of Return for Irregular Cash Flows (XIRR) Quiz
Compounded Annual Growth Rate (CAGR)
Understanding the Compounded Annual Growth Rate (CAGR): A Simple Explanation
What is CAGR? Compound Annual Growth Rate explained with Insurance example by CA Rachana Ranade
Compounded Annual Growth Rate (CAGR) Quiz
Real Rate of Return
Understanding the Real Rate of Return: A Simple Explanation
Calculating the Real Rate of Return (Finance)
Real Rate of Return Quiz
Rate of Return
Understanding the Rate of Return After Adjusting for Taxes: A Simple Explanation
HOW TO CALCULATE REAL RATE OF RETURN- After taxes and inflation, your return may be less. #invest
Rate of Return After Adjusting for Taxes Quiz
Analysis of Return
Analysis of Return: A Comprehensive Look at Investment Performance
IAPM | Risk-Return Analysis | Calculation of Expected Return and Standard Deviation | TYBMS |Part 1
Analysis of Return Quiz
Time Value of Money
12 attachments • 33 mins
Present Value (PV)
Understanding Present Value (PV): A Simple Explanation
Introduction to present value | Interest and debt | Finance & Capital Markets | Khan Academy
Present Value (PV) Quiz
Net Present Value (NPV)
Net Present Value (NPV): A Simple Explanation for Non-Financial Students
Net Present Value (NPV) explained
Net Present Value (NPV) Quiz
Future Value (FV)
Future Value (FV): A Simple Explanation for Non-Financial Students
FV Future Value Function in Excel to Estimate Future Account Value with Initial Investment
Future Value (FV) Quiz
Loan Calculations
4 attachments • 13 mins
EMI Calculation
EMI Calculation: A Simple Explanation for Non-Financial Students
EMI (Equated Monthly Installment) calculation using "Reducing Balance Method"
EMI Calculation Quiz
FAQs
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How can I access the course materials?
Once you enrol in a course, you will gain access to a dedicated online learning platform. All course materials, including video lessons, lecture notes, and supplementary resources, can be accessed conveniently through the platform at any time.
Can I interact with the instructor during the course?
Absolutely! we are committed to providing an engaging and interactive learning experience. You will have opportunities to interact with them through our community. Take full advantage to enhance your understanding and gain insights directly from the expert.
About the creator
Soumyajit Ghosh
Soumyajit Ghosh, with over 22 years in private banking and investment advisory, has worked at major financial institutions, including Standard Chartered, ABN AMRO, RBS, and Citigroup. He is the founder of Wealthapp Distributors, a respected financial planning firm managing wealth across various asset classes for both domestic and NRI clients. Additionally, he serves as a Director at India Sotheby's International Realty.
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