Course curriculum

  • 1

    Welcome Message

    • Welcome Message from Prof. Gordon
  • 2

    Calculator Tutorials

    • Ti BA 2 Plus Calculator Set Up

    • Sharpe EL738 Calculator Tutorial

    • HP 10B Calculator Set Up
  • 3

    Time Value of Money

    • Future Value - Lump Sum Amount

    • Future Value Lump Sum Examples

    • Present Value - Lump Sum Amount

    • Present Value Lump Sum Examples
  • 4

    Annuities

    • Future Value - Annuity

    • Present Value - Annuity

    • Annuity Calculation Example

    • Annuities Calculations Review - Quiz
  • 5

    Money Market Securities

    • Bond Equivalent Yield

    • T-bill Calculation Examples

    • T-Bill Calculations Review - Quiz
  • 6

    Bond Calculations

    • Bond Cash Flows - Calculations

    • Bond Price Calculation (Using Ti BA 2 Plus)

    • Bond Price Calculation (Using Sharpe EL738)

    • Bond Calculations (Using HP 10B)

    • Bond Price Yield Relationship

    • Bond Calculations Review - Quiz
  • 7

    Equity Calculations

    • Dividend Discount Model - Single Stage Basics

    • Dividend Discount Model - 2 Stage Advanced

    • DDM Calculations Review - Quiz
  • 8

    Retirement Planning

    • Retirement Math Example (Using Sharpe EL738)

    • Retirement Planning Calculations Review - Quiz
  • 9

    Insurance Planning

    • Life Insurance Needs Analysis Example

    • Solution to Life Insurance Needs Analysis Example
  • 10

    Portfolio Management Calculations

    • Portfolio Return Calculation

    • Time Weighted Rate of Return

    • Dollar Weighted Return

    • Portfolio Variance (Standard Deviation) Example

    • Portfolio Management Calculations Review - Quiz