Hear it from our founder and chief instructor.

Chief Instructor

Ghee Kwan Tey

Ghee Kwan graduated with a 2nd Upper Honours in Electrical and Computer Engineering from the National University of Singapore. He started his career as a high school Math lecturer before making the switch to become a financial consultant in 2007. With close to 2 decades of experience in financial advisory and his passion for teaching, Ghee Kwan is currently volunteering his time as a Certified Financial Planner (CFP) lecturer. He hopes to impart his knowledge and skills in financial calculations to finance professionals and finance students around the world.

Course curriculum

  • 1

    Chapter 1: Introduction to Financial Calculations

    • Time Value of Money, Amortization, Cashflow

    • Introduction to Financial Calculations Part 1A

    • Introduction to Financial Calculations Part 1B

    • Introduction to Financial Calculations Part 2

    • Rule of 72

  • 2

    Chapter 2: Interest Rates and Conversion

    • Interest Rate Conversion

    • Loan involving simple interest

  • 3

    Chapter 3: Cash Flow Calculations

    • Cash Flow

  • 4

    Chapter 4: Amortization

    • Amortization

  • 5

    Chapter 5: Annuities and Perpetuity

    • Types of Annuities - Ordinary Annuity and Annuity Due

    • Annuity Questions

    • Perpetuity

  • 6

    Chapter 6: Investment Related Calculations

    • Investment involving different rate of return

    • Bond Calculation Questions

  • 7

    Mindmap

    • Mindmap - When to use TVM/CMPD or Cash Flow Function

  • 8

    Extra Practices

    • Extra Practice Set A

    • Extra Practice Set B

    • Extra Practice Set C

Testimonials

Thanks for the training

Patrick

Just want to thank you for your training! Happy to inform you that I have been informed that I have passed the exam. Thank you very much for your help! I took the module for self-enrichment and I really learned a lot. Maybe I can consider to become a financial consultant in the future! All the best!

Marilyn Sim

Thank you very much for taking us through this very tough course and am very grateful to have you as my lecturer. I was so happy to announce to you that I had passed my exam when I received the result. Now, I would like to formally express my gratitude. I know it is by no means an easy task to teach us, within such a short time frame, that requires us to cover so many topics in the module and to learn how to use the financial calculator as well. Your experiences and knowledge in teaching our class has been invaluable to me. I trust that my colleagues, currently in your class, will enjoy the lessons as much as I have. Thank you again.

Aleksi

Clear and concise video trainings which saved me tons of time searching through youtube videos. Great overview and systematic course. I am more confident to perform financial calculations now. Thank you for the great work!

Lana

My clients are impressed with my ability to perform financial projections for them during our meetings. The trust level shot through the roof. I am now seen as a true financial professional rather than a salesperson doing sales pitches. What a great transformation to my business!

We are constantly adding new content.

Add your email to the mailing list to get the latest updates.