FIN 2210A Interest Theory and Finance, Spring, 2005

Instructor: Jason Yeh, A.S.A., Ph.D.
Class meetings: T1~2, UCA104; H5, UCA104
Office & Phone: Room 202 KKB; 2609-7653
Office Hours: Mon. & Wed. 4:30 - 6:00 pm, other by appointment
E-mail: jasonyeh@baf.msmail.cuhk.edu.hk
Course Web: http://ihome.cuhk.edu.hk/~b103302/fin2210a/fin2210a.html
Course outline HERE!! 

Previous Society of Actuaries/Casualty Actuarial Society Exams  

The SoA Spring 2005 Exam FM (Financial Mathematics) that I encourage the class to take.

Review of Calculator Functions for the Texas Instruments BA II Plus

 

Required Readings:

The Theory of Interest, by Stephen G. Kellison, Second Edition, Irwin, 1991. Or alternatively,

Theory of Interest and Life Contingencies, with Pension Applications: A Problem-Solving Approach, by Michael M. Parmenter, Third Edition, ACTEX, 1999.  Or

Mathematics of Investment and Credit, by S. A. Broverman, Third Edition, ACTEX, 2004.

Schedule: 

Chapter 1 The Measurement of Interest

Chapter 2 Solutions of Problems in Interest

Chapter 3 Basic Annuities  

Test 1 (10-30%); February 3 (Thursday) -- in class at LSB LT6

Year 2003 Exam#1 Questions Here ==> EXAM031.pdf

 

Chapter 4 More General Annuities  

Test 2 (10-30%); March 3 (Thursday) -- in class at LSB LT6 

Year 2003 Exam#2 Questions Here ==> EXAM032.pdf

 

Chapter 5 Yield Rates  

Chapter 6 Amortization Schedules & Sinking Funds  

Test 3 (10-30%); March 24 (Thursday) -- in class at LSB LT6   

Year 2003 Exam#3 Questions Here ==> EXAM033.pdf

 

Chapter 7 Bonds and Other Securities  

Chapter 8 Practical Applications

Chapter 9 More Advanced Financial Analysis

Year 2003 Exam#4 Questions Here ==> EXAM034.pdf

Test 4 (10-30%); April 14 (Thursday) -- in class at LSB LT6