The Math for Investment Consultants online course is designed for financial services professionals seeking to enhance their fundamental knowledge of the mathematical concepts that support the investment consulting process. The course covers fundamental concepts and applications, including the mathematics of managing money and building portfolios. This course will help students prime their knowledge for the CIMA certification program and can be taken to fulfill one of the required courses to obtain the Essentials of Investment Consulting certificate.
Participants must pass five quizzes during the five module learning path for successful completion of the program.
Topic Highlights
- Module 1: Algebra and Statistics: Calculate mathematical problems using common notation, simple algebra, and basic statistics
- Module 2: Time Value of Money and Rates of Return: Perform time value of money calculations and learn to calculate different rates of return
- Module 3: Fixed Income-Duration and Yield: Perform various bond calculations
- Module 4: Measuring Risk: Calculate risk using different models and formulas
- Module 5: Performance Measurement: Measure a portfolio’s composite performance and risk
Continuing Education
This program provides 5 hours of continuing education (CE) credit for CIMA, CPWA, and RMA certifications and CFP certification. Investments & Wealth Institute is a CFP Board CE Quality Partner. The Institute is registered with NASBA as a sponsor of continuing professional education. Please note that this is a course with a certificate of completion; successful completion does not result in a professional designation or credential.