Tabaldi

Handout: Lecture Notes

Lesson 1: Basic Terminology and Drawing Timelines

Handout: Getting to Know your HPbII+ Financial Calculator

Handout: Getting to Know your SHARP EL-738F Financial Calculator

Lesson 2: Help!!! How do I Cope with the Maths behind Rearranging Formulae?

Lesson 3: Class Examples 1 and 2 - Solving Equations with Numbers

Lesson 4: Class Examples 3 and 4 - Solving Equations with Variables

Lesson 5: Class Example 5 - Using ln to Solve an Equation with Variables

Lesson 6: Class Example 6 - Using ln to Solve an Equation with Numbers

Lesson 7: Summary of Mathematical Rules Used throughout this Course

Handout: SU2 - Lecture Notes

Lesson 1: Illustrative Example - Simple versus Compound Interest

Lesson 2: What is Simple Interest?

Lesson 3: Class Example - Calculating Simple Interest and Sum Accumulated

Lesson 4: Class Example - Calculating the Simple Interest Rate

Lesson 5: What is Simple Discount?

Lesson 6: Class Example - Calculating Simple Discount, Discounted Value and the Equivalent Simple Interest Rate

Lesson 7: Class Example - Calculating the Equivalent Simple Interest Rate

Lesson 8: How do I Determine the Number of Days between any Two Dates using a Counting Days Table?

Lesson 9: Class Example - Simple Discount involving Counting Days

Lesson 10: Time Value of Money

Lesson 11: Class Example - The Value of a Debt on Different Dates

Lesson 12: Class Example - Rescheduling Debts

Handout: SU3 - Lecture Notes

Lesson 1: Illustrative Example - Sarah's Loan

Lesson 2: The Compound Interest Formula

Lesson 3: Where does the Compound Interest Formula Come From?

Lesson 4: Class Example - Calculating Future Value

Lesson 5: Class Example - Calculating Present Value

Lesson 6: Class Example - Calculating the Interest Rate

Lesson 7: Class Example - Calculating the Number of Compounding Periods

Lesson 8: Doing Compound Interest Calculations using the Financial Keys on an HPbII+ Calculator

Lesson 9: Doing Compound Interest Calculations using the Financial Keys on a SHARP EL-738F Calculator

Handout: Compound Interest Examples Showing HPbII+ Financial Keys

Handout: Compound Interest Examples Showing SHARP EL-738F Financial Keys

Lesson 10: Converting Between Nominal and Effective Interest Rates

Lesson 11: Where do the Conversion Formulae Come From?

Lesson 12: Class Example: Converting One Nominal Rate to Another Nominal Rate

Handout: Conversion Examples Showing HPbII+ Financial Keys

Handout: Conversion Examples Showing SHARP EL-738F Financial Keys

Lesoon 13: What do we Mean by an Odd Period?

Lesson 14: Class Example - Doing Odd Period Calculations using Simple Interest

Student note: Lesson 14 - Correction

Lesson 15: Class Example - Doing Odd Period Calculations using Fractional Compounding

Handout: Odd Period Example with Fractional Compounding Showing HPbII+ Financial Keys

Handout: Odd Period Example with Fractional Compounding Showing SHARP EL-738F Financial Keys

Lesson 16: Background to Continuous Compounding

Lesson 17: Class Example - Calculating Future Value using Continuous Compounding

Lesson 18: Converting between Continuous and Effective or Nominal Interest Rates

Lesson 19: Where do the Continuous Conversion Formulae Come From?

Lesson 20: Class Example - Using Continuous Rates to Compare Investment Options

Lesson 21: A Recap of Time Value of Money and Equations of Value

Lesson 22: Class Example - Rescheduling Debts with Compound Interest

Lesson 23: Class Example - Rescheduling Debts with More than One Interest Rate and Two Unknown Payments

Handout: SU4 - Lecture Notes

Lesson 1: Illustrative Example - Sarah's Savings

Lesson 2: An Overview of the Types of Annuities

Lesson 3: Future Value and Present Value Ordinary Annuity Certain Formulae

Lesson 4: Where do the Ordinary Annuity Certain Formulae Come From?

Lesson 5: Class Example - Calculating the Future Value of an Ordinary Annuity Certain

Handout: Ordinary Annuity Certain Example Showing HPbII+ Financial Keys

Handout: Ordinary Annuity Certain Example Showing SHARP EL-738F Financial Keys

Lesson 6: Adapting the Annuity Formulae for Annuities Due

Lesson 7: Class Example - Calculating the Present Value of an Annuity Due

Handout: Annuity Due Example Showing HPbII+ Financial Keys

Handout: Annuity Due Example Showing SHARP EL-738F Financial Keys

Lesson 8: What Happens when Payments Only Start Later?

Lesson 9: Class Example - Calculating the Present Value of a Deferred Annuity

Lesson 10: Class Example - Calculating the Payments of a Deferred Annuity

Handout: Deferred Annuity Examples Showing HPbII+ Financial Keys

Handout: Deferred Annuity Examples Showing SHARP EL-738F Financial Keys

Lesson 11: What Happens when Payments Carry on Forever?

Lesson 12: Class Example - Calculating the Present Value of a Perpetuity

Lesson 13: What Happens when the Payment Periods do Not Match the Interest Periods?

Lesson 14: Class Example - Calculating the Future Value of a General Annuity

Handout: General Annuity Example Showing HPbII+ Financial Keys

Handout: General Annuity Example Showing SHARP EL-738F Financial Keys

Lesson 15: What Happens when Payments Increase?

Lesson 16: Where does the Increasing Annuity Formula Come From?

Lesson 17: Class Example - Calculating the Future Value of an Increasing Annuity

Lesson 18: Class Example - Rearranging the Increasing Annuity Formula

Handout: SU5 - Lecture Notes

Lesson 1: Illustrative Example - Sarah Buys an Apartment

Lesson 2: What is an Amortisation Schedule?

Lesson 3: Illustrative Example - Drawing Up an Amortisation Schedule

Lesson 4: Excel Example - Drawing Up an Amortisation Schedule in Excel

Excel Spreadsheet: Amortisation Schedule Template

Lesson 5: Class Example - Calculating Unknowns Within an Amortisation Schedule

Lesson 6: The Relationship between Buyer's Equity and Seller's Equity

Lesson 7: Class Example - Sarah's Buyer's Equity

Lesson 8: Class Example - Should I Buy the House or Not? A more Complex Type of Annuity Problem

Lesson 9: Class Example - How does a Changing Interest Rate Affect Payments?

Lesson 10: What is the Total Real Cost of a Loan?

Lesson 11: Class Example PART A - Calculating Total Real Cost

Lesson 12: Class Example PART B - Calculating Total Real Cost

Lesson 13: Class Example PART C - Calculating Total Real Cost

Lesson 14: What is a Sinking Fund?

Lesson 15: Class Example - Calculating Deposits into a Sinking Fund and the Total Annual Cost of a Debt

Handout: SU6 - Lecture Notes

Lesson 1: A Bit of Background to Capital Budgeting

Lesson 2: What is the Internal Rate of Return?

Lesson 3: Class Example - Determining the Internal Rate of Return with Varying Cash Flows using an HPbII+ Calculator

Lesson 4: Class Example - Determining the Internal Rate of Return with Uniform Cash Flows using an HPbII+ Calculator

Lesson 5: Class Example - Determining the Internal Rate of Return with Varying Cash Flows using a SHARP EL-738F Calculator

Lesson 6: Class Example - Determining the Internal Rate of Return with Uniform Cash Flows using a SHARP EL-738F Calculator

Lesson 7: Class Example - Determining the Internal Rate of Return with a Single Cash Flow

Lesson 8: What is the Net Present Value?

Lesson 9: Class Example - Determining the Net Present Value using an HPbII+ Calculator

Lesson 10: Class Example - Determining the Net Present Value using a SHARP EL-738F

Lesson 11: What is the Profitability Index?

Lesson 12: Class Example - Calculating the Profitability Index

Lesson 13: Summary on how to Use IRR, NPV and PI to Decide on Investment Proposals

Lesson 14: What is the Modified Internal Rate of Return?

Lesson 15: How do I Calculate the Modified Internal Rate of Return?

Lesson 16: Class Example - Calculating the Modified Internal Rate of Return

Lesson 17: Class Example - Rearranging the Modified Internal Rate of Return Formula