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tvmbeginner20 min

TVM Exam Workflow

A practical process to solve TVM problems quickly and accurately on exams.

What You'll Learn

  • Map cash flows on a timeline
  • Pick the correct formula for each scenario
  • Check reasonableness of your answer

1. Build the Timeline

Write time 0 through n and place every cash flow exactly where it occurs. This single step prevents most TVM errors.

Key Points

  • Never skip timing
  • Signs matter: outflows are negative
  • Label each period clearly

2. Match Rate and Period

If periods are monthly, your rate must be monthly too. Divide APR by 12 for monthly, 4 for quarterly.

Key Points

  • Convert APR when needed
  • Watch compounding frequency
  • EAR converts to any compounding

3. Choose the Right Formula

Single sum: PV/FV. Equal payments: annuity. Infinite equal payments: perpetuity. Mixed: discount each individually.

Key Points

  • Annuity requires equal and evenly spaced payments
  • Growing perpetuity needs g < r
  • Uneven flows require individual discounting

Key Takeaways

  • Most errors are timing or unit mismatches
  • A quick estimate catches major calculator mistakes
  • Annuity due = ordinary annuity × (1+r)

Practice Questions

1. If FV is fixed, what happens to PV when r rises?
PV falls because future cash flows are discounted more heavily.
2. A $100/month payment for 3 years at 12% APR: what is n and r?
n = 36 months, r = 1% per month.

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FAQs

Common questions about this topic

Memorize core forms (PV, FV, annuity, perpetuity) and rely on timeline logic for the rest.

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