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所在平台: Udemy |
课程主页: https://www.udemy.com/course/financial-mathematics-101-interest-rate-annuity-bonds/
课程评论：没有评论
课程名称：金融数学101 - 利率、年金、债券 课程概述：本课程专为大学金融101课程的学生以及希望学习金融数学基础知识的好奇者设计。您将学习如何将在不同时间点收到的单笔或多笔现金流转换为一个数字，从而在不同资产之间做出理性的决策并确定资产价值。课程将不仅教授公式，还将帮助您理解公式背后的直觉，并通过实例进行实践。 本课程分为三个主要部分。我们将分别重点关注利率、年金和债券估值。在第一部分，您将学习简单利率与复利的区别，并有机会通过多个示例了解如何将复利转换为适合付款期间的不同复利周期。这是一项重要技能，我们将在整个课程中应用它。 在课程的第二部分，我们将介绍一种金融资产——年金。您将学习年金的概念、不同类型的年金，并运用第一部分学习到的知识计算年金的价值。 第三部分是本课程的应用部分。您将结合所学内容来评估债券，并了解债券估值的一些关键关系和实用技巧。 最后，关于我自己和创建本课程的原因。我叫钱，是一名合格的金融风险管理师（FRM）和注册会计师（CPA），拥有威斯康星州大学的经济学硕士学位和悉尼大学的专业会计硕士学位。在辅导大学学生的金融学习时，我发现利率是一个令学生困惑的话题，但它又是金融学中至关重要的一部分，无论是对希望将金融作为职业的人，还是对那些必须选择金融课程作为必修单元的学生。我看到有些学生在计算上挣扎，甚至有人在考试中失败。重修课程既痛苦又昂贵，这促使我创建了这个短课程。我希望我的金融理解能够帮助您在金融的第一步走得更稳。
This course is designed for students who are having their finance 101 at University and people who are curious in learning the basics of financial mathematics. You will learn how to convert single or multiple cash flows that will be received at different points in time to one number. This enables you to make a rational decision between different assets and determine the value of an asset. In this course, you will learn not only the formulas but also understand the intuition behind the formula and practice with examples.There are three main sections in this course. We will focus on interest rates, annuities, and bonds valuation in each part. In the first section, you will learn the difference between simple rate and compound rate. You will have the opportunity to go through a few examples of converting compounding rates into different compounding periods to suit the payment periods. This is an important skill and we will apply it throughout the course.In the second section of the course, we will introduce a type of finance asset called annuity. You will learn the concept of this asset, different types of annuity and apply what you will have learnt in the first section to calculate the value of an annuity.The third section is the application part of this course. You will combine what you have learnt and apply them to evaluate bonds. You will also learn some key relationships of bonds valuation and handy tips towards the end of the course.Finally, a little background of myself and why I created this course. My name is Qian. I am a qualified Financial Risk Manager(FRM) and a CPA. I have a master degree in Economics from University of Wisconsin - Madison and a master degree of professional accounting from University of Sydney. When facilitating university students in their Finance studies, I found that interest rate is a topic that confuses students a lot. However, it is also an essential part of Finance, either for those who would like to take finance as their career or for those who have to select a Finance course as a compulsory unit. I have seen students suffering from the calculations and some even failed the exams. It's painful and costly to redo the course for another semester. That's what motivated me to create this short course. I hope my understanding of finance can make your first steps in Finance firmer.
