Loan Terminology and Amortization

Free SOA Exam FM (Financial Mathematics) lesson in Loans. 19 min read, ~2,827 words.

Loan equation:. Payment = principal / annuity factor. Outstanding balance: prospective or retrospective. Payment split:,. Closed form:. Principal grows geometrically at. Early = mostly interest, later = mostly principal. Non-integer: make full payments, then a drop payment one period later, or a balloon added to the last full payment.

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