1. According to the viewpoint in the book "Rich Dad and Poor Dad", investment and financial management only need mathematics knowledge in the fifth grade of primary school, and do not need mathematics knowledge such as geometry and calculus; However, it is also mentioned in the book that to do a good job in investment and financial management, you must have four professional knowledge: (1) accounting, which is called financial knowledge in the book; (2) Investment science, which is called Qian Shengqian's science in the book; (3) Understanding the market, which is called the science of supply and demand in the book; (4) law.

2. According to the knowledge and teaching materials involved in the securities qualification examination, including the basic knowledge of securities market, securities issuance and underwriting, securities trading, securities investment analysis and securities investment funds, among these five subjects, only securities investment analysis and securities investment funds need certain mathematical knowledge. Personally, I think only the first volume (Tongji Sixth Edition) is enough.

3. Personally, I think the scope of investment and financial management is relatively large, depending on the extent to which the landlord wants to achieve, that is, he wants to be a trader, a fund manager, a general stockholder or just an investment fund. Want to be a trader or fund manager, with a degree and high mathematical analysis ability; If you want to be an ordinary stockholder, you don't need to study too deeply. Now many softwares can calculate and analyze, and you don't need to write them yourself. If you want to invest only in funds, you just need to learn which fund to look at. Mathematics is basically useless.