Informações sobre o curso
4.5
589 classificações
119 avaliações
Programa de cursos integrados
100% online

100% online

Comece imediatamente e aprenda em seu próprio cronograma.
Prazos flexíveis

Prazos flexíveis

Redefinir os prazos de acordo com sua programação.
Horas para completar

Aprox. 21 horas para completar

Sugerido: 9 hours/week...
Idiomas disponíveis

Inglês

Legendas: Inglês...

Habilidades que você terá

Bond ValuationFinancial MarketsFinanceInvestment
Programa de cursos integrados
100% online

100% online

Comece imediatamente e aprenda em seu próprio cronograma.
Prazos flexíveis

Prazos flexíveis

Redefinir os prazos de acordo com sua programação.
Horas para completar

Aprox. 21 horas para completar

Sugerido: 9 hours/week...
Idiomas disponíveis

Inglês

Legendas: Inglês...

Programa - O que você aprenderá com este curso

Semana
1
Horas para completar
5 horas para concluir

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 Instruments, 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....
Reading
17 vídeos (Total de 75 min), 15 leituras, 5 testes
Video17 videos
Meet the Professor!2min
What is the investment management process?4min
Back to basics (Part 1.1): What is time value of money?5min
Back to Basics (Part 1.2): Finding the future value of a cash flow4min
Back to Basics (Part 1.3): Finding the present value of a cash flow3min
Back to basics (Part 2.1): What are annuities?9min
Back to basics (Part 2.2): Annuities example: Retirement problem2min
Back to basics (Part 2.3): Finding the present value of annuities4min
Back to basics (Part 2.4): Annuities Example: Loan Problem3min
Back to basics (Part 3.1): Computing the effective annual interest rate6min
Back to basics (Part 3.2): Computing an effective rate over any period2min
Back to basics (Part 3.3): Examples, examples, and more examples3min
Back to basics (Part 3.4): Computing continuously compounded rates3min
Back to basics (Part 4.1): Valuing perpetuities and growing perpetuities6min
Back to basics (Part 4.2): Valuing growing annuities4min
Using elementary finance tools – Summary2min
Reading15 leituras
Course syllabus10min
Meet & Greet: Get to know your classmates10min
Grading Policy10min
How to use discussion forums10min
Pre-Course Survey10min
Lecture handouts: Review of Elementary Finance Tools Part 110min
Review of Elementary Finance Tools Part 1- Quiz Solutions10min
Lecture handouts: Review of Elementary Finance Tools Part 210min
Review of Elementary Finance Tools Part 2- Quiz Solutions10min
Lecture handouts: Review of Elementary Finance Tools Part 310min
Review of Elementary Finance Tools Part 3- Quiz Solutions10min
Lecture handouts: Review of Elementary Finance Tools Part 410min
Review of Elementary Finance Tools Part 4- Quiz Solutions10min
Review of Elementary Finance Tools- Graded Quiz Solutions10min
Listen to Bloomberg's Masters in Business: Interview with Vanguard CEO Bill McNabb10min
Quiz5 exercícios práticos
Review of Elementary Finance Tools Part 18min
Review of Elementary Finance Tools Part 28min
Review of Elementary Finance Tools Part 314min
Review of Elementary Finance Tools Part 48min
Module 1: Review of Elementary Finance Tools20min
Semana
2
Horas para completar
4 horas para concluir

Module 2: Financial system & financial assets: fixed income securities

In this and the next module, 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....
Reading
9 vídeos (Total de 66 min), 11 leituras, 5 testes
Video9 videos
A primer on financial assets7min
Basics of bond valuation - Part 19min
Basics of Bond Valuation Part 23min
Money market instruments9min
Calculating U.S. Treasury bill prices7min
U.S Treasury securities8min
Other long-term debt instruments10min
Summing up fixed income securities1min
Reading11 leituras
Lecture handouts: A primer on financial assets10min
A primer on financial assets- Quiz Solutions10min
Lecture handouts: Basics of bond valuation10min
A note on bond valuation10min
Basics of Bond Valuation- Quiz Solutions10min
Lecture handouts: Money market instruments10min
Federal Reserve Bank's Open Market Operations (optional)10min
Calculating Treasury Bill Prices- Quiz Solutions10min
Lecture handouts: Long-term debt instruments10min
Long-term debt instruments- Quiz Solutions10min
Financial Assets: fixed income securities- Graded Quiz Solutions10min
Quiz5 exercícios práticos
A primer on financial assets4min
Basics of Bond Valuation16min
Calculating Treasury Bill Prices8min
Long-term debt instruments22min
Module 2: Financial assets - fixed income securities20min
Semana
3
Horas para completar
4 horas para concluir

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....
Reading
7 vídeos (Total de 54 min), 9 leituras, 3 testes
Video7 videos
Basics of equity valuation9min
Derivative securities: Overview5min
Derivative Securities: Options10min
Derivative securities: Futures and forward contracts10min
Traditional vs. alternative asset classes6min
Summing Up equities and derivatives2min
Reading9 leituras
A note on equity valuation10min
Lecture handouts: Equity securities10min
Equity Securities- Quiz Solutions10min
Lecture handouts: Derivative securities10min
A note on option payoffs10min
An illustration of a foreign currency forward contract10min
Derivative Securities- Quiz Solutions10min
Global Alternatives Survey (optional)10min
Financial assets: Equities and Derivatives- Graded Quiz Solutions10min
Quiz3 exercícios práticos
Equity Securities20min
Derivative securities30min
Module 3: Financial assets - Equities and derivatives20min
Semana
4
Horas para completar
3 horas para concluir

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. ...
Reading
8 vídeos (Total de 61 min), 10 leituras, 3 testes
Video8 videos
Major players in financial markets10min
Primary and secondary markets8min
Types of order5min
Margin transactions10min
Short sales6min
New trends in securities trading7min
Summary1min
Reading10 leituras
Roaring ahead: ETFs have overtaken hedge funds as an investment vehicle (optional)10min
ETFs Report: A market driven by 'speculators' (optional)10min
Lecture handouts: Organization of financial markets10min
Organization of financial markets- Quiz Solutions10min
Market declines: What is accomplished by banning short-selling? (Optional)10min
What caused the Flash Crash? (optional)10min
Lecture handouts: Trading mechanics10min
Trading Mechanics- Quiz Solutions10min
Organization of Financial Markets and securities trading: Graded Quiz Solutions10min
End-of-Course Survey10min
Quiz3 exercícios práticos
Organization of financial markets10min
Trading mechanics20min
Module 4: Organization of financial markets and securities trading16min
4.5
Benefício de carreira

83%

consegui um benefício significativo de carreira com este curso

Melhores avaliações

por FAJan 15th 2018

Good and succinct introduction to financial markets and instruments. Clear valuation formulas and intuitive explanation of treatment of cash-flows to define future and present values.

por CCAug 15th 2017

Good review of simple financial material. Not an in-depth review, but a good refresher of modules that you would have seen in your MS Finance or MBA Finance.

Instrutores

Avatar

Arzu Ozoguz

Finance Faculty
Jones Graduate School of Business

Sobre Rice University

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....

Sobre o Programa de cursos integrados Investment and Portfolio Management

In this four-course Specialization, you’ll learn the essential skills of portfolio management and personal investing. All investors – from the largest wealth funds to the smallest individual investors – share common issues in investing: how to meet their liabilities, how to decide where to invest, and how much risk to take on. In this Specialization, you will learn how to think about, discuss, and formulate solutions to these investment questions. You will learn the theory and the real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives. You will begin with an overview of global financial markets and instruments that characterize the investment opportunities available to today’s investor. You will then learn how to construct optimal portfolios that manage risk effectively, and how to capitalize on understanding behavioral biases and irrational behavior in financial markets. You will learn the best practices in portfolio management and performance evaluation as well as current investment strategies. By the end of your Capstone Project, you will have mastered the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success. To see an overview video for this Specialization, click here!...
Investment and Portfolio Management

Perguntas Frequentes – FAQ

  • Ao se inscrever para um Certificado, você terá acesso a todos os vídeos, testes e tarefas de programação (se aplicável). Tarefas avaliadas pelos colegas apenas podem ser enviadas e avaliadas após o início da sessão. Caso escolha explorar o curso sem adquiri-lo, talvez você não consiga acessar certas tarefas.

  • Quando você se inscreve no curso, tem acesso a todos os cursos na Especialização e pode obter um certificado quando concluir o trabalho. Seu Certificado eletrônico será adicionado à sua página de Participações e você poderá imprimi-lo ou adicioná-lo ao seu perfil no LinkedIn. Se quiser apenas ler e assistir o conteúdo do curso, você poderá frequentá-lo como ouvinte sem custo.

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