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HANDS-ON

Basic Financial Mathematics and Financial Calculator

(0.6 ceu)

This workshop provides a one-day, hands-on introduction to the basic mathematics used in finance, including instruction in using Excel. In-class examples and problems include bank accounts, mutual fund returns, and home mortgages. Note: Students who are unsure of their math skills will find this class helpful preparation for Basic Corporate Finance X430.1 and Survey of Personal Financial Planning X433.

It is preferred that you bring a HP 12C calculator to class, but the HP 17B, HP 10B, and TI BA II Plus are also acceptable.

Prerequisites: High school-level algebra (no calculus required).

There are currently no sections open for enrollment.

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Sections closed for enrollment

Sat. Sept. 12, San Francisco

CATHERINE BRADFORD, M.S., CFP, ChFC, began her career with Merrill Lynch in 1998 as a financial advisor. Since 2005, she has worked both as a financial planning specialist and as an instructor in the use of proprietary planning tools at Merrill Lynch.

• 1 meeting
• Sept. 12: Sat., 10 am-5 pm
• San Francisco: Room 201, Art and Design Center, 95 Third St.
• $290 (EDP 311522)

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