Course detail

Financial Mathematics

FSI-SFI-A Acad. year: 2021/2022 Winter semester

The course presents basic financial models. It focuses on main concepts and computational methods. Several lectures are especially developed to make students familiar with optimization models.

Learning outcomes of the course unit

The course is designed for students of mathematical engineering and is useful
for students of applied sciences. The fundamental knowledge of financial models is presented.

Prerequisites

The knowledge of Calculus and Linear Algebra together with probabilistic and statistical methods (including time series) as well as optimisation techniques within the framework of SOP and SO2 courses is required.

Planned learning activities and teaching methods

The course is taught through lectures explaining the basic principles and theory of the discipline. Exercises are focused on practical topics presented in lectures.

Assesment methods and criteria linked to learning outcomes

Graded course unit credit is awarded on the basis of a written exam and the discussion in the group of participating students.

Language of instruction

English

Aims

The basic concepts and models of financial problems are accompanied by the theory and simple examples.

Specification of controlled education, way of implementation and compensation for absences

Attendance of students is required and checked by students’ activity. Missed lessons are compensated by additional assignments.

The study programmes with the given course

Programme M2A-A: Applied Sciences in Engineering, Master's
branch M-MAI: Mathematical Engineering, 4 credits, compulsory

Type of course unit

 

Lecture

26 hours, optionally

Teacher / Lecturer

Syllabus

1. Basic concepts, money, capital and securities.
2. Simple and compound interest rate, discounting.
3. Investments, cash flows and its measures, time value of money.
4. Assets and liabilities, insurance.
5. Bonds, options, futures, and forwards.
6. Exchange rates, inflation, indices.
7. Portfolio optimization – classical model.
8. Postoptimization, risk, funds.
9. Twostage models in finance.
10. Multistage models in finance.
11. Scenarios in financial mathematics.
12. Modelling principles, identification of dynamic data.
13. Discussion on advanced stochastic models.

Computer-assisted exercise

13 hours, compulsory

Teacher / Lecturer

Syllabus

Selected examples and exercises illustrating:
1. Basic concepts, money, capital and securities.
2. Simple and compound interest rate, discounting.
3. Investments, cash flows and its measures, time value of money.
4. Assets and liabilities, insurance.
5. Bonds, options, futures, and forwards.
6. Exchange rates, inflation, indices.
7. Portfolio optimization – classical model.
8. Postoptimization, risk, funds.
9. Twostage models in finance.
10. Multistage models in finance.
11. Scenarios in financial mathematics.
12. Modelling principles, identification of dynamic data.
13. Discussion on advanced stochastic models.

Course participance is obligatory.