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Voltar para Global Financial Markets and Instruments

Comentários e feedback de alunos de Global Financial Markets and Instruments da instituição Universidade Rice

1,707 classificações
340 avaliações

Sobre o curso

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....

Melhores avaliações

17 de Jun de 2020

Global Financial Markets and Instruments is a MUST. Excellent instruction! I truly appreciate the opportunity to receive this course from such a prestigious University - Rice University.

14 de Jan de 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.

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276 — 300 de 337 Avaliações para o Global Financial Markets and Instruments

por Ashrith N R

17 de Mar de 2018

Good course to know the basic of financial markets

por Abhishek P

27 de Mai de 2017

Wide collection of all practical based examples.

por 肖一丁

24 de Dez de 2019

The fluency of the video needs to be improved.

por Pablo P

27 de Jun de 2017

Good for a complete view and refresh concepts

por Shehin S K

28 de Out de 2020

Good course.. It help to gain new knowledge

por Nhat Q L

19 de Set de 2017

This class is very challenging

por Syed I S

18 de Abr de 2020

That was a great experience.

por Anthony J S C

17 de Jun de 2017

It is really a good course

por Jorge E A G

11 de Jan de 2017

Es muy buena introducción.

por LUIS A S

13 de Mai de 2020


por Irina Z

5 de Dez de 2017

Good information


9 de Nov de 2020

perfect course

por Neelkanth S M

24 de Set de 2019

I was good

por YashKumar S

24 de Jun de 2020

good one!

por nityaaditya n

29 de Set de 2020


por Saumya R

16 de Jul de 2020


por Adrian N U

11 de Mai de 2018

The course explains some basic concepts regarding financial markets. The discussion part is very interesting, but not so much for the calculation part.

Some of the calculations are pretty hard to perform, and it takes quite a jump from the lecture to solving the practise problems. A lot of the in-class whether-you-are-dreaming quizzes are pretty disturbing. The course can improve by adding more discussions and lessen the calculation part (or probably teach us how to use financial calculator)

por Juan I B

12 de Jan de 2021

The material is very well organized, compacted, digested. That's great. My big concern has been the lack of support in the forums. That's fundamental to me and I didn't get almost any answers to my questions neither from instructors nor others. Also would be great if the accompanying notes to the videos have the complete examples. Also a little more detail on types of order details would be very useful. Overall I'm satisfied with the course and gonna keep with the rest of the series.


28 de Nov de 2020

The course material was extensive. Numbers are not my deal, so the 3 was more my limited knowledge than the content of the course and the instructor. I still struggle with numbers and word problems. But i was satisfied with the course material and the presentation of the materials.

por Jeremiah Z

30 de Abr de 2020

Most of the formulas presented are either inaccurate or not sufficiently described. The general framework is good, but formulas should be clearer and accurate. I had to look into other online materials to get better explanation. This should not be so.

por Matteo E

27 de Dez de 2017

A good overall view of the markets and the investible world. It would get 5 stars if there was a broader analysis of different asset classes (i.e. annuity vs annuity due, etc...) and the accompanying notes were more detailed.

por Justin L

9 de Jun de 2019

The quizzes included either pretty difficult math questions or pretty simple definition questions. I have gained a high level understanding of the various methods of investment from this course.

por Sergio L

19 de Mai de 2020

En general el curso me ha resultado util y puedo decir que cuento con un buen acercamiento a los temas. Pareciera faltarle profundidad en algunos contenidos.

por José G S V

5 de Abr de 2020

The profesor is great as well as the material in the course.Please help us to respond concers in forums & some issues that are still in the videos.

por Shreya O

16 de Jun de 2021

the course is well aligned with the US market however as a beginner it would be difficult for you to relate, if you are not from US.