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FMT313

Mathematical Modelling In Finance

  • Sciences
  • 300 level
  • 3 credit units
  • 93 pages
  • 6 units

This course introduces mathematical modeling in finance. It covers essential mathematical concepts such as differentiation, integration, linear programming, and their applications in financial analysis. Topics include simple and compound interests, ratio analysis, present values, annuities, and amortization. The course aims to equip students with the skills to apply mathematical tools in solving financial problems and making informed investment decisions.

About this course

Difficulty
Intermediate
Study hours
208 hours
Maths
Intermediate
Content
Theoretical, practical, problem solving
Practical work
Yes
How it is assessed
  • Assignments
  • Tutor marked assignments
  • Final examination

One paragraph, so you can see how it reads

FMT313 · UNIT 1 INTRODUCTION TO FINANCIAL MATHEMATICS

The significance of finance therefore arises out of the need to determine which source of funding (whether debt or equity) is more beneficial in realizing the company’s or the firm’s capital goals. To achieve this, the costs and benefits of each option of financing are weighted against each other.

What you should be able to do

  1. Apply mathematical models to solve financial problems
  2. Calculate simple and compound interests
  3. Perform financial ratio analysis
  4. Evaluate investment projects using present value techniques
  5. Formulate and solve linear programming problems

What it prepares you for

Careers
  • Financial Analyst
  • Investment Banker
  • Portfolio Manager
  • Management Consultant
  • Financial Planner
Where it is applied
  • Banking
  • Investment Management
  • Insurance
  • Real Estate
  • Consulting

Where it gets hard

The units students slow down on, and what makes each one heavy.

  • Module 2:

    Unit 1: Differentiation

    The application of chain rule, product rule, and quotient rule requires a strong understanding of algebraic manipulation and function composition.

  • Module 2:

    Unit 2: Integration

    Understanding the relationship between integration and differentiation, and applying integration to solve business problems requires a solid grasp of calculus concepts.

  • Module 4:

    Unit 1: Linear Programming and Applications

    Formulating linear programming problems and interpreting the results require analytical and problem-solving skills.

A suggested way through it

Suggested

13 weeks, about 140 hours in total. Yours will differ.

  1. Week 1Module 1:
    • Unit 1: Introduction to Financial Mathematics · 7 hours

      Review the definitions of finance and financial systems.. Practice calculating financial ratios.. Solve problems related to risk and return trade-offs..

    • Unit 2: Modelling in Finance and Mathematics · 7 hours

      Understand the concept and meaning of a model.. Identify and differentiate between iconic, analogue, and hybrid models.. Apply mathematical tools to express financial concepts..

  2. Week 2Module 2:
    • Unit 1: Differentiation · 7 hours

      Understand the derivative of a function.. Familiarize yourself with the rules of differentiation.. Apply differentiation to business decision-making processes..

  3. Week 3Module 2:
    • Unit 2: Integration · 7 hours

      Learn how to reverse differentiation to find the original function.. Identify the rules of integration.. Apply integration in business decision-making processes..

  4. Week 4Module 3:
    • Unit 1: Simple and Compound Interests and Ratio Analysis · 7 hours

      Explain simple and compound interests.. Understand how these interests are used in business decisions.. Compute financial ratios and apply them in monitoring stock exchange transactions..

  5. Week 5Module 3:
    • Unit 2: Present Values, Annuities and Amortization · 7 hours

      Understand the concepts of present values, annuities, and amortization.. Determine whether to accept or reject a project based on these concepts.. Appraise business progress and determine future investments..

  6. Week 6Module 4:
    • Unit 1: Linear Programming and Applications · 7 hours

      Understand the meaning and types of linear programming.. Identify the components of linear programming.. Formulate linear programming problems.. Determine the optimum activity mix for the highest return..

  7. Week 7Module 1:
    • Unit 1: Introduction to Financial Mathematics · 7 hours

      Review Module 1 Units 1 and 2.. Solve additional problems related to financial mathematics and modeling..

    • Unit 2: Modelling in Finance and Mathematics · 7 hours

      Review Module 1 Units 1 and 2.. Solve additional problems related to financial mathematics and modeling..

  8. Week 8Module 2:
    • Unit 1: Differentiation · 7 hours

      Review Module 2 Units 1 and 2.. Practice differentiation and integration problems..

    • Unit 2: Integration · 7 hours

      Review Module 2 Units 1 and 2.. Practice differentiation and integration problems..

  9. Week 9Module 3:
    • Unit 1: Simple and Compound Interests and Ratio Analysis · 7 hours

      Review Module 3 Units 1 and 2.. Solve problems related to simple and compound interests and ratio analysis..

    • Unit 2: Present Values, Annuities and Amortization · 7 hours

      Review Module 3 Units 1 and 2.. Solve problems related to present values, annuities, and amortization..

  10. Week 10Module 4:
    • Unit 1: Linear Programming and Applications · 7 hours

      Review Module 4 Unit 1.. Practice formulating and solving linear programming problems..

  11. Week 11Module 1:
    • Unit 1: Introduction to Financial Mathematics · 14 hours

      Work on assignments related to financial mathematics and modeling.. Prepare for tutor-marked assignments..

  12. Week 12Module 2:
    • Unit 1: Differentiation · 14 hours

      Work on assignments related to differentiation and integration.. Prepare for tutor-marked assignments..

  13. Week 13Module 4:
    • Unit 1: Linear Programming and Applications · 14 hours

      Work on assignments related to linear programming.. Prepare for the final examination..

Preparing for the exam

What to do
  • Review all key definitions and formulas from each unit.
  • Practice solving numerical problems from the tutor-marked assignments.
  • Focus on understanding the applications of differentiation and integration in finance.
  • Create concept maps linking linear programming concepts to real-world scenarios.
  • Allocate sufficient time to practice financial ratio analysis and interpretation.

Questions students ask about this course

What is FMT313 about?

This course introduces mathematical modeling in finance. It covers essential mathematical concepts such as differentiation, integration, linear programming, and their applications in financial analysis. Topics include simple and compound interests, ratio analysis, present values, annuities, and amortization. The course aims to equip students with the skills to apply mathematical tools in solving financial problems and making informed investment decisions.

How many units does FMT313 have?

FMT313, Mathematical Modelling In Finance, has 6 units across 4 modules, over 93 pages of course material. You can read it one unit at a time.

How many credit units is FMT313?

FMT313 carries 3 credit units, at 300 level in Sciences.

Is FMT313 hard?

FMT313 is rated intermediate level, with intermediate mathematical content. It is mostly theoretical, practical and problem solving work, and it has a practical component.

How long does FMT313 take to study?

About 208 hours of study, spread across its 6 units.

How is FMT313 assessed?

FMT313 is assessed by assignments, tutor marked assignments and final examination.

What can I do with FMT313?

Financial Analyst, Investment Banker, Portfolio Manager, Management Consultant and Financial Planner.

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