About this 전문분야
13,413

100% 온라인 강좌

지금 바로 시작해 나만의 일정에 따라 학습을 진행하세요.

탄력적인 일정

유연한 마감을 설정하고 유지 관리합니다.

초급 단계

완료하는 데 약 4개월 필요

매주 8시간 권장

영어

자막: 영어, 스페인어

귀하가 습득할 기술

Performance AttributionBehavioral FinanceFinancial MarketsBehavioral Economics

100% 온라인 강좌

지금 바로 시작해 나만의 일정에 따라 학습을 진행하세요.

탄력적인 일정

유연한 마감을 설정하고 유지 관리합니다.

초급 단계

완료하는 데 약 4개월 필요

매주 8시간 권장

영어

자막: 영어, 스페인어

How the 전문분야 Works

강좌 수강

Coursera 전문 분야는 기술을 완벽하게 습득하는 데 도움이 되는 일련의 강좌입니다. 시작하려면 전문 분야에 직접 등록하거나 강좌를 둘러보고 원하는 강좌를 선택하세요. 하나의 전문 분야에 속하는 강좌에 등록하면 해당 전문 분야 전체에 자동으로 등록됩니다. 단 하나의 강좌만 수료해도 됩니다. — 학습을 일시 중지하거나 언제든 구독을 종료할 수 있습니다. 학습자 대시보드를 방문하여 강좌 등록 상태와 진도를 추적해 보세요.

실습 프로젝트

모든 전문 분야에는 실습 프로젝트가 포함되어 있습니다. 전문 분야를 완료하고 수료증을 받으려면 프로젝트를 성공적으로 마쳐야 합니다. 전문 분야에 별도의 실습 프로젝트 강좌가 포함되어 있는 경우 각 강좌를 완료해야 프로젝트를 시작할 수 있습니다.

수료증 취득

모든 강좌를 마치고 실습 프로젝트를 완료하면 취업할 때나 전문가 네트워크에 진입할 때 제시할 수 있는 수료증을 취득할 수 있습니다.

how it works

이 전문분야에는 5개의 강좌가 있습니다.

강좌1

Global Financial Markets and Instruments

4.6
(688개의 평가)
Get a running start in the high-stakes world of financial investment! This first course is designed to help you become an informed investor by providing you with the essential concepts for long-term success in managing money. You’ll start by learning the role of financial markets and financial assets in a well-functioning economy. From there, you’ll learn about the wide range of financial instruments available in major asset classes, their features and valuations. You’ll explore how financial markets actually operate in the real world, focusing on how and where securities are traded and how various market types differ from one another in practice. You will also learn the basics of algorithmic trading, dark pools, buying on margin and short selling. By the end of the course, learners will be able to: • List and distinguish the different financial instruments available to an investor • Compare global financial markets • Explain the features of equity, debt, and derivative instruments • Define traditional and alternative asset classes • Discuss different trading venues and mechanics of securities trading • Discuss the current trends affecting today’s financial markets This course is designed to be accessible for students of all knowledge levels and gives you the actionable foundation needed to manage money in a post-crisis world. ________________________________________ WEEK 1 Module 1: Introduction & Review of Elementary Finance Tools This module introduces the Investment and Portfolio Management Specialization, which is made up of four courses. This module discusses how the first course, Global Financial Markets and Assets, is organized. It outlines the different stages of the investment management process, which guides the focus of the Specialization. It also reviews basic finance concepts and tools such as time value of money, computing returns, discounting and compounding. Topics covered include: • Familiarize with the organization of the class • Meet the professor and your peers • Explain the investment management process • Review elementary concepts in finance • Compute present value or future value of a single cash flow • Compute present value of future value of a stream of cash flows • Define an annuity or perpetuity • Apply time value of money tools to solve basic mortgage, loan or retirement problems ________________________________________ WEEK 2 Module 2: Financial system & financial assets: fixed income securities In this and the next two modules, we cover the key institutional features of financial markets and instruments. We ask the following questions: Why do financial markets exist? What role do they play? What are financial assets and how are they different than real assets? How does it all come together? Basically, this is where I hope you will get to see the big picture of the entire financial system and how it comes together. Module 2 focuses on fixed income securities. We'll get started with a review of basics of bond valuation. You will learn about short-term money market instruments, U.S. Treasury securities as well as corporate bonds. After module 2, you will be able to describe fixed income securities, be familiar with their institutional features, and identify their cash flows. Finally, you will learn how to value fixed income securities such as Treasury bills, zero-coupon or coupon-bonds and compute yields. Topics covered include: • Explain the roles of financial markets • Distinguish between real and financial assets • Define and explain money market instruments, zero-coupon and coupon- bonds and features • Identify the cash flows associated with fixed-income securities • Define and explain bond market features • List the different types of Treasury securities and explain pricing and quoting conventions • List and define other long-term debt instruments such as corporate bonds, mortgage-backed securities, sovereign debt • Find the value of a zero-coupon or coupon-bonds ________________________________________ WEEK 3 Module 3: Financial system & financial assets: equity securities and derivatives In Module 3, we continue our overview of financial markets and instruments. We next focus on two other major asset classes: equity securities and derivative instruments. You will learn about how equity differs from fixed income securities, the cash flows associated with stock and preferred stock and how to find the value of a share. You will also learn about option strategies. After completing module 3, you will be able to describe all major asset classes, including derivative instruments such as options, forwards and futures. You will be able to explain how these differ from each other and their payoffs. Topics covered include: • Distinguish between equities and fixed income securities • Define and explain the features of equity securities • Identify the cash flows associated with equity securities • Explain dividend discount model • Find the value of a share of common stock or preferred stock • Define and list different types of derivative securities • Explain option payoffs • Distinguish between a forward and futures contract • Explain forward and futures payoffs • Identify traditional and alternative asset classes ________________________________________ WEEK 4 Module 4: Organization of financial markets and securities trading In this module, we discuss how financial markets actually work. We will talk about different trading venues and the mechanics of securities trading. I will emphasize a lot of terminology and the latest trends in securities trading to familiarize you with the institutional workings of financial markets. After this module, you will be able to compare different trading venues, trading mechanisms, and be able to explain different types of orders, including transactions like margin buying and short- selling; you will be familiar with the language and terminology you need in order to become an informed practitioner of investments. Topics covered include • Explain the roles of corporations, households, government, and financial intermediaries in the financial system • Explain price discovery process • Define different type of orders • Distinguish between dealer vs. auction markets; different trading platforms • Explain margin buying and short-selling transactions • Understand the current trading environment such as algorithmic or high frequency trading, dark pools etc....
강좌2

Portfolio Selection and Risk Management

4.6
(249개의 평가)
When an investor is faced with a portfolio choice problem, the number of possible assets and the various combinations and proportions in which each can be held can seem overwhelming. In this course, you’ll learn the basic principles underlying optimal portfolio construction, diversification, and risk management. You’ll start by acquiring the tools to characterize an investor’s risk and return trade-off. You will next analyze how a portfolio choice problem can be structured and learn how to solve for and implement the optimal portfolio solution. Finally, you will learn about the main pricing models for equilibrium asset prices. Learners will: • Develop risk and return measures for portfolio of assets • Understand the main insights from modern portfolio theory based on diversification • Describe and identify efficient portfolios that manage risk effectively • Solve for portfolio with the best risk-return trade-offs • Understand how risk preference drive optimal asset allocation decisions • Describe and use equilibrium asset pricing models....
강좌3

Biases and Portfolio Selection

4.5
(138개의 평가)
Investors tend to be their own worst enemies. In this third course, you will learn how to capitalize on understanding behavioral biases and irrational behavior in financial markets. You will start by learning about the various behavioral biases – mistakes that investors make and understand their reasons. You will learn how to recognize your own mistakes as well as others’ and understand how these mistakes can affect investment decisions and financial markets. You will also explore how different preferences and investment horizons impact the optimal asset allocation choice. After this course, you will be more effective in overcoming biases to do the wrong things at the wrong times and tailoring an investment strategy that is best suited on your or your client’s profile and investment needs....
강좌4

Investment Strategies and Portfolio Analysis

4.0
(121개의 평가)
In this course, you will learn about latest investment strategies and performance evaluation. You will start by learning portfolio performance measures and discuss best practices in portfolio performance evaluation. You will explore different evaluation techniques such as style analysis and attribution analysis and apply them to evaluate different investment strategies. Special emphasis will be given to recent financial market innovations and current investment trends. After this course, learners will be able to: • Describe performance measurement measures • Evaluate portfolio performance • Describe and contrast different investment strategies • Propose investment strategy solutions...

강사

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Arzu Ozoguz

Finance Faculty
Jones Graduate School of Business
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Jill Foote

Finance Faculty
Jones Graduate School of Business

라이스 대학교 정보

Rice University is consistently ranked among the top 20 universities in the U.S. and the top 100 in the world. Rice has highly respected schools of Architecture, Business, Continuing Studies, Engineering, Humanities, Music, Natural Sciences and Social Sciences and is home to the Baker Institute for Public Policy....

자주 묻는 질문

  • 네! 시작하려면 관심 있는 강좌 카드를 클릭하여 등록합니다. 강좌를 등록하고 완료하면 공유할 수 있는 인증서를 얻거나 강좌를 청강하여 강좌 자료를 무료로 볼 수 있습니다. 전문 분야 과정에 있는 강좌에 등록하면, 전체 전문 분야에 등록하게 됩니다. 학습자 대시보드에서 진행 사항을 추적할 수 있습니다.

  • 이 강좌는 100% 온라인으로 진행되므로 강의실에 직접 참석할 필요가 없습니다. 웹 또는 모바일 장치를 통해 언제 어디서든 강의, 읽기 자료, 과제에 접근할 수 있습니다.

  • 이 전문 분야는 대학 학점을 제공하지 않지만, 일부 대학에서 선택적으로 전문 분야 인증서를 학점으로 인정할 수도 있습니다. 자세한 내용은 해당 기관에 문의하세요.

  • The Specialization is 15 weeks long, plus the additional Capstone Project time.

  • The specialization will be at an introductory level. While each course in this Specialization can be viewed as self-contained, starting with fundamentals, some background in business and finance and familiarity with basic statistical concepts is recommended.

  • It is recommended that the courses are taken in the order Course 1 "Global Financial Markets and Instruments", Course 2 "Asset Allocation and Risk Management", Course 3 "Giving Markets a Human Dimension: Behavioral Finance", and then Course 4 "Money Management Industry: Investment Strategies and Performance Evaluation".

  • Each course in the Specialization has learning objectives that together make up the overarching goal for this Specialization. After successful completion of all four specialization courses and the capstone project, learners will be able to demonstrate the quantitative skills and the practical knowledge to apply the analytical tools required in pursuing ‘state-of-the-art’ investment management practices.

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