Financial arithmetic and portfolio analysis 06-DAFPLM0
The course offers a kind of knowledge which is indispensable when trying to make right financial decisions at any level and in any human activity.
The student will get to know the following:
types of interest rates and their calculus;
money flow and its value, savings accounts, their calculus;
amortization of debts, amortization schemes and their construction, computing the cost of a bank loan, conversion and consolidation of debts;
annuities and their calculus;
securities and their main types;
computing the rate of return and risk of securities, portfolio selection, effective portfolio and its construction.
Bibliography
P. Cartledge, Financial Arithmetic, Prentice-Hall, Englewood Cliffs, 1993.
E. J. Elton, M. J. Gruber, Modern Portfolio Theory and Investment Analysis, Wiley, New York, 1991.
S. G. Kellison, The Theory of Interest, McGraw-Hill, New York, 1991.
Additional information
Additional information (registration calendar, class conductors, localization and schedules of classes), might be available in the USOSweb system: