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Key Points

Course Summary

This course, from CFA Institute Investment FoundationsTM program, introduces mathematically-based concepts such as the present and future value of money that play a role in valuing financial investments and making investment decisions.

Course Objectives
  • Define concepts of interest and compare simple and compound interest
  • Understand the time value of money and how it enables you to interpret and value cash flows
  • Explain uses of measures of central tendency
  • Explain uses of measures of dispersion and interpret the characteristics of a normal distribution
  • Describe and interpret correlation
Course Agenda

Chapter 1: The Time Value of Money

Chapter 2: Measures of Central Tendency

Chapter 3: Measures of Dispersion

Chapter 4: Correlation


Investment FoundationsTM courses were developed in partnership with CFA Institute. The CFA Institute Investment Foundations program covers the essentials of finance, ethics and investment roles, providing a clear understanding of the global investment industry.

This material is intended to be of general interest only and should not be construed as individual investment advice or a recommendation or solicitation to buy, sell or hold any security or to adopt any investment strategy. It does not constitute legal or tax advice. Franklin Templeton Investments (“FTI”) shall not be liable to any user of this document or to any other person or entity for the inaccuracy of information or any errors or omissions in its contents, regardless of the cause of such inaccuracy, error or omission. All investments involve risks, including possible loss of principal.

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