FM Unit 4 Review: Rates of Return & Interest Term Structure

Jul 22, 2024

Hi there!

Today I have released the next unit review video for my Financial Mathematics series on Youtube! In this video I help you review the concepts from the fourth unit (Rates of Return & Interest Term Structure) that I covered throughout lessons 25-30 of my FM series.

Specifically, here is what's covered in the review video:

  1. Reviewing the formulas related to the different rates of return and the interest rate term structure (spot rates & forward rates)
  2. 6 Review Problems solved in full!

As a reminder, lessons 25-30 of my FM series cover the concepts of (25) internal rate of return (IRR), (26) dollar-weighted rate of return (DRR), (27) time-weighted rate of return (TRR), (28) inflation and real rates of interest, (29) the portfolio method, and (30) spot rates and forward rates.

So, if you are looking to review these concepts for your next exam, then this video is for you!

Do note that the topics of lessons 26, 27, and 29 are no longer covered on the actuarial Exam FM. Regardless, I do review them in this unit review video since the topics are featured in my FM series.

I hope you enjoy this new FM video!

After this, there is only one more unit review video to make (Unit 5), and then the final exam review video will be my next focus.

ALSO stay tuned, before the Unit 5 review video releases, I've got a pair of exciting new FM videos coming out in the near future that you won't want to miss! 

- Josh

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