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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

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161 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

FA

Jan 15, 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.

JG

Jun 19, 2017

Great online training course, helping participants to understand foundations of financial markets and instruments, helping me to grow and gain new financial capabiliites.

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26 — 50 de {totalReviews} Avaliações para o Global Financial Markets and Instruments

por Aditya G

Mar 22, 2017

Very well conducted course that helped me answer a lot of my own questions. Like why do bond prices fall when yield increases. Or what do they mean by having a long call position.

Would recommend this course to anyone seriously interested in understanding how the components of a modern portfolio works. Thank you! for this course.

por Ryan B

Dec 04, 2016

I have no background in this subject but am highly motivated to learn. Dr. O was super informative and provided links to additional resources on complicated/controversial material. I have learned a lot, and I am very thankful! If you are interested in learning this subject, I strongly recmomend this course

por Susan H

Jan 28, 2018

It's a useful introductory course to financial markets. The many examples, supplementary reading materials and forum discussions are very helpful to understand the topics at a deeper or more extensive level. Thank you Dr. O and the teaching staff who help to answer the many questions in the forum:)

por Kristofer P

Feb 02, 2017

Great overview of financial markets and tools. There is some basic investment math in the first part of the class that can become tedious but is good to at least see in action. The more complex investment topics are only defined and summarized, which was exactly what I was looking for.

por Tariq k

Jul 13, 2017

I have already achieved an accomplishment through Coursera, and after being enrolled in this course i have switched to new sessions for a nunber of times. Coursera provides flexible and diverging means of obtaining certificates from highly recognised institutes, internationally.

por JOSE M Q V

Aug 13, 2018

Un muy buen curso, cubre aspectos basicos sobre el mundo de las finanzas y las inversiones. Pero es un inicio muy recomendado para cualquier persona interesada en estos temas y que no tenga una educacion formal directa en la materia.

por Fannie G B

Feb 13, 2017

Excellent!

Completely practical and objective, this course provides the mathematical basis for obtaining the data necessary to implement a financial plan or strategy. Understanding the numbers, nothing is clearer and more convincing.

por Paulina M L

Jun 15, 2019

The course content is a bit low on examples, making connections and explaining the 'why' - it is very to the point in therms of presenting concepts - but the professor is clear, concise and just the right difficulty.

por Kriti S

Jan 16, 2020

Very lucid explanation for a beginner. Despite a lot of reading earlier, I wasn't able to understand how a few formulas were arrived at. The Professor has made it exceptionally easy to understand the same.

por Fadhel B A

Jan 15, 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 Julian G

Jun 19, 2017

Great online training course, helping participants to understand foundations of financial markets and instruments, helping me to grow and gain new financial capabiliites.

por Claudio

Aug 15, 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.

por Bhoomika G

Jan 12, 2017

It was a good course but unfortuantely I cant enroll for the entire series as I would not be able to pay for the course and there is no option of fee waiver

por Anqiergerile Y

Feb 17, 2019

Awesome course! A valuable introduction to different aspects of finance and investing. One of the best professor and course I've studied on Coursera.

por Gaëtan G

Jun 06, 2019

A really great course, very complete, very well explained and the professor is nice to watch. I would love to have her as a real professor :)

por Ruth R M

Mar 10, 2018

ALTHOUGH THIS COURSE WAS VERY HARD FOR ME, SINCE I FINISHED MY DEGREE 30 YEARS AGO AND HAD TO REMEMBER MY MATHS!

por Daniel V

May 16, 2017

Excellent course for an introduction on how financial markets works and what kind of instruments it offers.

por Federico V

Dec 01, 2017

A great introductory course to the basic financial concepts. Complete, well structured and easy to follow.

por David F

Jan 09, 2020

Excelente. Los temas son claros y permite afianzar los conceptos básicos para iniciar en este tema

por charles h v n

Jun 18, 2017

A big waou!!!! I like the professor's attitude and the content is so rich and so well delivered.

por Anjan G

Sep 25, 2019

This course helped me gain a lot of knowledge about the financial markets and the instruments.

por Garry S

May 06, 2017

A very good introduction to the subject which I thoroughly enjoyed and learned a lot from.

por ARVIND K S

Feb 28, 2019

Excellent course. A must for all portfolio investment managers and finance professionals.

por Eduardo A C

Nov 05, 2019

I am having the opportunity to recapitulate important concepts and improve my knowledge.

por Dao V L

Nov 21, 2017

Thanks for everything you touch me. I hope that I can complete all this courses and more