About this course
This course provides a rigorous, practice-oriented introduction to investment analysis and portfolio management. Students will build a deep understanding of securities markets, investment vehicles, risk and return, portfolio theory, and asset pricing models. Using Excel (and optionally Python), learners will clean and analyze real financial data, construct efficient portfolios, evaluate performanc...
What you'll learn
- Clean and analyze real financial data in Excel (with optional Python) to support investment decisions
- Quantify risk and return, and apply probability concepts to portfolio choice
- Value bonds and equities using cash-flow and relative valuation methods
- Understand and apply derivatives basics: options, futures, and swaps for hedging and leverage
- Construct efficient portfolios using mean-variance optimization and rebalancing rules
- Apply CAPM and multifactor asset pricing models to explain returns
- Translate an Investment Policy Statement (IPS) into implementable allocations and constraints
- Measure performance, attribute returns, and implement professional risk-management processes
Prerequisites
Basic algebra and statistics, proficiency with Excel; introductory finance knowledge recommended but not required.
- Level
- Intermediate· Level
- Duration
- 12 weeks· Duration
- Language
- English· Language
- Modules
- 13· Modules
Skills you'll gain
- Financial data analysis
- Excel financial modeling
- Portfolio optimization
- Risk measurement and management
- Fixed income analysis
- Equity valuation
- Derivatives fundamentals
- Factor and asset pricing models
- Performance measurement and attribution
- Investment policy implementation
What you'll study
13 modules — work at your own pace.
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