| Borrowing |
Qty |
| Adjustable rate mortgage |
1 |
| Annual effective interest rate |
1 |
| Budgeted monthly loan payments |
7 |
| Imputed interest |
2 |
| Loan acceleration by increasing the monthly payment |
2 |
| Loan amortization table |
4 |
| Loan payment decision table |
1 |
| Loan refinancing |
3 |
| Mortgage points decision |
1 |
| Mortgage, adjustable rate |
1 |
| Qualifying for a mortgage |
1 |
| Rule of 78s method |
1 |
| Unpaid balance due on a loan |
2 |
| Valuation - Buy/sell a fixed or adjustable rate mortgage |
1 |
|
Total
|
28 |
| Business Profitability |
|
| Apportion sales taxes or commissions with algebra |
1 |
| Breakeven sales and profitability analysis |
6 |
| Business valuation - discounted cash flow methods |
1 |
| Cash flow projections |
1 |
| Checkbook |
2 |
| Competitive pricing |
1 |
| Compound sales growth |
1 |
| Currency conversions |
1 |
| Economic value added |
2 |
| Factoring |
1 |
| Financial statement analysis |
2 |
| Free cash flow |
2 |
| Make or buy decision |
2 |
| Markups, markdown |
1 |
| Sales tax or value added tax included in sell price |
1 |
|
Total
|
24 |
| Capital Spending |
|
| Capital spending worksheet |
1 |
| Cost of capital percentage |
1 |
| Internal rate of return method |
4 |
| Net present value method |
4 |
| Payback- straight time method |
1 |
| Payback time - discounted cash flow method |
4 |
|
Total
|
15 |
| Financial Planning & Investing |
|
| Black & Scholes volatility and option pricing formulas |
2 |
| Bonds, dividend yields |
1 |
| Bonds, economic value |
2 |
| Bonds, valuation |
2 |
| Bonds, yield to call or maturity |
5 |
| Bonds, zero coupon, yield to maturity |
2 |
| Cash budget - personal |
1 |
| Charitable foundations - money to perpetuity |
1 |
| Future value tables - single and series of investments |
2 |
| Inflation - buying power of $1; annualized rate |
2 |
| Inflation and college planning |
1 |
| Mutual fund - creating your own |
1 |
| Opportunity cost - single and series of investments |
2 |
| Portfolio ROI |
1 |
| Real estate valuation - income approach |
1 |
| Reverse mortgage |
1 |
| S & P 500 Index |
1 |
| Save and buy or borrow and spend |
1 |
| Share price as a ratio of 10-year T-bond yields |
1 |
| Structured settlement - buy or sell; valuation |
2 |
| Total returns % converted to annualized returns % |
1 |
| Viatical |
1 |
|
Total |
34 |
| Leasing |
|
| Automobile lease- interest rate |
1 |
| Automobile lease- single up-front payment |
1 |
| Capital or operating lease - 90% test |
2 |
| The interest rate of an equipment lease |
2 |
| Lease payment calculator - for lessors |
1 |
| Net present value of lease payments |
1 |
|
Total |
8 |
| Retirement Income |
|
| Inflation and retirement planning |
1 |
| Long-term care insurance |
1 |
| Pension benefit by deferring retirement |
1 |
| Pension with cost of living allowance (COLA) |
1 |
| Pension with equal payments - valuation |
2 |
| Pension, accumulation and payout |
2 |
| Roth IRA |
1 |
| Social security benefits by retirement age |
1 |
| Social security investment account |
1 |
| Traditional IRA & annuity contracts - annuitized |
4 |
| Traditional IRA minimum distribution |
3 |
|
Total |
18 |
| Statistics & Probability |
|
| Acceptance sampling |
1 |
| Exponential smoothing |
1 |
| Mean; Median; Mode; Midrange |
4 |
| Percentage |
1 |
| Permutations |
2 |
| Probability - ratios |
1 |
| Probability - set of all possible outcomes |
1 |
| Random sampling |
1 |
| Range |
1 |
| Standard deviation |
1 |
| Statistical sampling |
1 |
| Weighted mean |
1 |
|
Total |
15 |
| Formulas |
|
| Annualized ROI formulas |
13 |
| Annuity series formulas |
3 |
| Discounted cash flow formulas |
12 |
| Future value formulas |
46 |
| Interest yield by days formulas |
10 |
| Loan payment formulas |
35 |
| Present value formulas |
10 |
| Sinking fund formulas |
20 |
|
Total |
149 |
| |
|
|
Total |
292 |
