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Financial Formulas


Description

A reference guide for basic algebra and how to hand bomb financial formulas.

Content
  • General Rules and Rules of Thumb
  • Order of Operations
  • Economics
  • Gross Domestic Product (GDP) Expenditure Approach
  • Participation Rate
  • Unemployment Rate
  • Inflation Rate
  • Taxes and Pensions
  • Taxable Income
  • Average Tax Rate
  • Defined Benefit Pension (Accrual Rate)
  • Defined Benefit Pension (Flat Rate)
  • Minimum RRIF Withdrawals Prior to Age 71
  • Minimum RRIF Withdrawals Starting at Age 71
  • Time Value of Money
  • Present Value of a Single Amount
  • Future Value of a Single Amount
  • Present Value of an Annuity
  • Future Value of an Annuity
  • Effective Annual Rate
  • Investment Performance
  • Rate of Return (%)
  • Expected Return of a Single Amount
  • Expected Return of a Portfolio
  • Total Return of a Portfolio
  • Arithmetic Mean Return
  • Geometric Mean Return
  • Sharpe Ratio
  • Mutual Funds
  • Management Expense Ratio (MER)
  • Net Asset Value Per Share (Unit)
  • Front-End Loan Offering Price
  • Bank-End Loan Redemption Price
  • Total Return for Non-money Market Funds
  • Current Yield for Money Market Funds
  • Effective Yield for Money Market Funds
  • Fixed Income
  • Coupon Payment
  • Present Value of a Bond
  • Present Value of a Bond Annuity
  • Treasury Bill Yield
  • Current Yield of a Bond
  • Approximate Yield to Maturity
  • Nominal Rate of Return for a Bond
  • Accrued Interest
  • Derivatives
  • Time Value of an Option
  • Intrinsic Value of In-the-Money Call Option
  • Intrinsic Value of In-the-Money Put Option
  • Intrinsic Value of Rights (Ex-rights Period)
  • Intrinsic Value of Rights (Cum-rights Period)
  • Financial Statements
  • Total Assets
  • Depreciation: Straight Line
  • Financial Ratios
  • Working Capital Ratio
  • Quick Ratio (Acid Test)
  • Asset Coverage Ratio
  • Debt-to-Equity Ratio
  • Cash Flow-to-Total Debt Outstanding
  • Interest Coverage Ratio
  • Gross Profit Margin
  • Net Profit Margin
  • Return on Common Equity
  • Inventory Turnover Ratio
  • Dividend Payout Ratio
  • Earnings Per Common Share
  • Dividend Yield
  • Equity Value Per Common Share
  • Price to Earnings Ratio
  • Dividend Discount Model
Completion rules
  • All units must be completed