INTERMEDIATE MATHEMATICS:
Understanding Stochastic Calculus

Course Outline

The use of Probability theory in financial modelling can be traced back to the work on Bachelier at the beginning of last century with advanced probabilistic methods being introduced for the first time by Black, Scholes and Merton in the seventies. The modern financial quantitative analysts make use of sophisticated mathematical concepts, such as martingales and stochastic integration, in order to describe the behaviour of the markets or to derive computing methods.

Who The Course is For

Quantitative analysts, financial engineers, researchers, risk managers, structurers, market analysts and product controllers. Past participants have included: Chief investment officers, Asset Managers, Strategists, Private Banks, Relationship Managers

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Prior Knowledge:

Delegates should have a good understanding of Elementary Probability Theory, Calculus and Linear Algebra (covered in Maths Refresher).


This program is eligible for 16 Continuing Education credit hours from the CFA Institute. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.


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Day One

Probability Theory


  • Random variables, independence and conditional independence. Discrete random variables: mass density, expectation and moments calculation
  • Conditional discrete distributions, sums of discrete random variables
  • Continuous random variables; Probability density function, cumulative probability density function; Expectation and moments calculation; Conditional distributions and conditional expectation; Functions of random variables

Examples: Normal distribution, gamma distribution, exponential distribution, Poisson distribution
Exercise: Properties of the gamma distribution and the log-normal distribution
Workshop: Multivariate normal distributions. Linear transformations. Counter-example

  • Generating functions. Moment generating functions. Characteristic functions
  • Convergence theorems: the strong law of large numbers, the central limit theorem

Examples: Characteristic functions of Bernoulli, binomial, exponential distributions
Exercise: Moment generating functions and characteristic functions of Poisson, normal and multivariate normal distributions

Markov Chains


  • Discrete time Markov chains, the Chapman-Kolmogorov equation
  • Recurrence and transience. Invariance
  • Discrete martingales. Martingale representation theorem. Convergence theorems

Examples: Random walks: simple, reflected, absorbed
Workshop: Pricing European options within the Cox-Ross-Rubinstein model

  • Continuous time Markov chains. Generators
  • Forward/backward equations. Generating functions

Examples: The Poisson process
Exercise: Superposition of Poisson Processes. Thinning

Day Two

Stochastic Calculus


  • The Wiener process. Path properties. Monte Carlo simulation
  • Gaussian processes. Diffusion processes

Examples: The Wiener process with drift. The Brownian Bridge
Exercise: The Geometric Brownian Motion. Properties of its distribution (moments)

  • Semi-martingales. Stochastic integration
  • Ito's formula. Integration by parts formula

Workshop: The Ornstein-Uhlenbeck process. Properties of its distribution (mean variance, covariance). Monte Carlo simulation

Stochastic Differential Equations


  • Stochastic differential equations. Existence and uniqueness of solutions. Equations with explicit solutions
  • The Markov property. Girsanov's theorem

Exercise: The Vasicek model. Connection with the O-U process. Mean. Variance. Covariance. Pricing zero-coupon bonds
Workshop: The Cox Ingersoll Ross Model. Connection with the O-U process. Properties of its distribution (mean variance, covariance). Pricing zero-coupon bonds

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