Applied Financial Math for Decision-Making Project
Analyzing Annuities, Rates of Return, Investment Appraisal Methods, Bond Valuation, and Yield Calculations in Excel beginner
With Ivan Kitov
Type: Course project
Duration: 2 Hours
Case Description
In the Applied Financial Math for Decision-Making project, you assume the role of a Senior Investment Advisor at Dynamic Wealth Management (DWM)—a prestigious firm managing over $2 billion in assets for high-net-worth individuals and institutions. Headquartered in the financial hub of New York City, DWM is renowned for its personalized service and innovative investment strategies.
You oversee a significant client portfolio, leveraging your financial knowledge to craft tailored financial plans and deliver strategic investment recommendations aligned with each client’s unique objectives.
A key part of your role is staying ahead of market dynamics, global economic shifts, and developments in financial math. You analyze complex financial data, track the performance of various asset classes, and stay informed about industry trends. Your insights and forecasts directly shape the strategic decisions you present to clients.
Project requirements
Project files
In the Applied Financial Math for Decision-Making project, you’ll explore five real-world cases that mirror the challenges commonly faced by investment advisors.
The Excel workbook titled Dynamic Wealth Management (DWM).xlsx is organized into five tabs: Case 1 through Case 5. Each tab provides detailed instructions, relevant data, and task descriptions. Use the information provided in each tab to complete the exercises and answer the related questions.
- 1 Project file
- Guided and unguided instructions
- Part 1: Present Value of Investments
- Part 2: Return Measures
- Part 3: NPV and IRR
- Part 4: Bond Pricing and Yields
- Quiz
