Mathematics of Finance


Understand the principles of Financial Mathematics and apply them in a wide range of financial transactions or investment funding (investment savings in time deposits, housing loans or consumption etc..).

Apply specific methods relating to financial annuities, loan repayments, investment and financial evaluation of investments.

General characterization





Responsible teacher

Maria de Lourdes Belchior Afonso


Weekly - 3

Total - 52

Teaching language



Available soon


MATEUS, J.  (2000) Cálculo financeiro; Edições Sílabo,

MATIAS, R. (2007)  Cálculo financeiro : teoria e prática; Escolar Editora.

Teaching method

the topics are introduced through an oral presentation, whose main objective is to motivate student interest in the study of this subject, at the same time it draws attention to the important aspects of the subject under study. The oral presentation is made under the support of "slides". Exercises are proposed and corrected in class.

Evaluation method

Attendance at the course is given to students who attended, at least, half of the classes.

Two tests, T1 and T2 , lasting 90 minutes, held during the semester.

The absence on an assessment translates into a rating of 0 values in this evaluation.

Final rate = 0.5 T1+0.5T2

If the student obtains a final grade higher than 18 , you can choose between staying with the classification of 18 values or perform a complementary test for the defense of note.

Registration for the tests, at CLIP, is mandatory.

Subject matter

1 - Basics

2 - Capitalization Regimes

3 - Equity Capitals

4 - Financial Annuities

5 - Reimbursement of Loans

6 - Bond Loans

7 - Calculus and Financial Applications Capital


Programs where the course is taught: