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Analyze Financial Markets & Apply Investment Strategies · LearnSpace
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Analyze Financial Markets & Apply Investment Strategies

Курс от EDUCBA
Уровень не указан≈ 22.4 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Develop the ability to analyze financial markets, evaluate investment opportunities, and apply ethical and quantitative techniques in real-world scenarios. This course equips learners with essential skills in investment banking, research analysis, financial ethics, portfolio management, time value of money, and statistical decision-making. By completing this course, learners will gain a strong foundation in how financial institutions operate, how to interpret and present investment data, and how to make informed, ethical decisions aligned with industry standards. You will also build practical knowledge in performance evaluation, risk assessment, and quantitative analysis—key skills required in finance and investment roles. What makes this course unique is its structured progression from core financial concepts to advanced analytical tools, combined with a strong emphasis on professional ethics and real-world application. Designed for aspiring financial analysts, this course bridges theory and practice, helping learners confidently apply financial principles in professional environments.

Навыки, которые вы освоите

Investment BankingCommunication StrategiesProbability & StatisticsStatisticsMergers & AcquisitionsAnalytical SkillsFinancial ManagementInvestment ManagementData LiteracyFinanceFinancial MarketFinancial AcumenInvestmentsCapital MarketsStatistical MethodsQuantitative ResearchBankingFinancial AnalysisPortfolio ManagementBusiness

Программа курса

8 модулей · 123 учебных материалов

01Investment Banking & Research Foundations17 материалов

Overview of Investment Banking

Investment Banking OverviewВидеоIntroduction to Investment ResearchВидеоTypes & Process of ResearchВидеоOverview of Investment BankingЗадание

Market Functions & Trading

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EDUCBA

Преподаватель курса

Analyze Financial Markets & Apply Investment Strategies
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Обучение на Coursera

≈ 22.4 ч

8 модулей

Язык: Английский

Часть программы вашего университета
Sales & TradingВидео
Raising CapitalВидео
Market Functions & TradingЗадание

Corporate Finance Activities

Initial Public offeringВидеоMerger & AcquisitionВидеоRestructuring & ReorganisationВидеоCorporate Finance ActivitiesЗадание

Industry Careers & Entry

CarrerВидеоKnowledge of Law – Core ConceptsВидеоIndustry Careers & EntryЗаданиеRecommending Investment Banking Strategies Using Research InsightsDIALOGUEGraded - Investment Banking & Research FoundationsЗаданиеAdvise a Corporate Client on Investment Banking Strategy and Research InsightsDIALOGUE
02Professional Ethics – Core Principles15 материалов

Legal & Ethical Framework

Knowledge of Law – Implementation & ProceduresВидеоIndependence & Objectivity – ConceptsВидеоIndependence & Objectivity – ApplicationsВидеоLegal & Ethical FrameworkЗадание

Misrepresentation & Misconduct

Misrepresentation – Key PrinciplesВидеоMisrepresentation – Practical CasesВидеоMisrepresentation & MisconductЗадание

Ethical Violations & Insider Info

Misconduct – Ethics & ViolationsВидеоMaterial Non-Public Information – BasicsВидеоMaterial Non-Public Information – ApplicationsВидеоEthical Violations & Insider InfoЗадание

Market Integrity

Market Manipulation – ConceptsВидеоMarket Manipulation – Cases & ExamplesВидеоMarket IntegrityЗаданиеGraded - Professional Ethics – Core PrinciplesЗадание
03Duties to Clients & Fair Practices15 материалов

Client Loyalty & Care

Loyalty, Prudence & Care – FundamentalsВидеоLoyalty, Prudence & Care – ApplicationsВидеоLoyalty, Prudence & Care – Case StudiesВидеоClient Loyalty & CareЗадание

Fair Dealing

Fair Dealing – ConceptsВидеоFair Dealing – Practical ApplicationВидеоFair DealingЗадание

Suitability & Performance

Suitability – BasicsВидеоSuitability – Portfolio ApplicationВидеоPerformance Presentation – ConceptsВидеоSuitability & PerformanceЗадание

Performance & Confidentiality

Performance Presentation – Standards & CasesВидеоPreservation of ConfidentialityВидеоPerformance & ConfidentialityЗаданиеGraded - Duties to Clients & Fair PracticesЗадание
04Employer Responsibilities & Workplace Ethics15 материалов

Loyalty to Employer

Loyalty to Employer – FundamentalsВидеоLoyalty to Employer – ApplicationsВидеоLoyalty to Employer – Case StudiesВидеоLoyalty to EmployerЗадание

Compensation Ethics

Additional Compensation – ConceptsВидеоAdditional Compensation – Practical IssuesВидеоCompensation EthicsЗадание

Supervisory Responsibilities

Responsibilities of Supervisors – BasicsВидеоResponsibilities of Supervisors – ImplementationВидеоDiligence & Reasonable Basis – ConceptsВидеоSupervisory ResponsibilitiesЗадание

Investment Analysis Standards

Diligence & Reasonable Basis – ApplicationsВидеоCommunication with Clients – BasicsВидеоInvestment Analysis StandardsЗаданиеGraded - Employer Responsibilities & Workplace EthicsЗадание
05Communication & Professional Standards15 материалов

Client Communication

Communication with Clients – Best PracticesВидеоRecord RetentionВидеоDisclosure of Conflicts – ConceptsВидеоClient CommunicationЗадание

Conflict Management

Disclosure of Conflicts – ApplicationsВидеоDisclosure of Conflicts – Case StudiesВидеоConflict ManagementЗадание

Transaction Ethics

Priority of Transactions – BasicsВидеоPriority of Transactions – Practical CasesВидеоReferral FeesВидеоTransaction EthicsЗадание

CFA Conduct

Conduct in CFA Program – FundamentalsВидеоConduct in CFA Program – ApplicationsВидеоCFA ConductЗаданиеGraded - Communication & Professional StandardsЗадание
06CFA Standards & GIPS Introduction15 материалов

CFA Membership Standards

Reference to CFA DesignationВидеоIntroductionВидеоWhy GIPS was createdВидеоCFA Membership StandardsЗадание

GIPS Basics

CompositesВидеоVerificationВидеоGIPS BasicsЗадание

GIPS Framework

ObjectiveВидеоCharateristicsВидеоDefinition of Firm Requirement and RecommendationsВидеоGIPS FrameworkЗадание

GIPS Structure

Nine sections of GIPSВидеоTime Value of MoneyВидеоGIPS StructureЗаданиеGraded - CFA Standards & GIPS IntroductionЗадание
07Time Value of Money & Applications15 материалов

Time Value Concepts

Effective Annual YieldВидеоFuture Value of A Single SumВидеоFuture Value of an Ordinary AnnuityВидеоTime Value ConceptsЗадание

Financial Planning

Retirement Savings ProblemВидеоDiscounted Cash Flow ApplicationsВидеоFinancial PlanningЗадание

Return Calculations

Holding Period ReturnВидеоTime Weighted ReturnВидеоBond Discount YieldВидеоReturn CalculationsЗадание

Yield Analysis

Yield ExampleВидеоStatistical Concepts and Market ReturnВидеоYield AnalysisЗаданиеGraded - Time Value of Money & ApplicationsЗадание
08Statistics & Quantitative Analysis16 материалов

Data & Measurement

Measurement ScalesВидеоHistogramВидеоGeometric Mean ExampleВидеоData & MeasurementЗадание

Averages & Distributions

Harmonic MeanВидеоPortfolio Returns ExampleВидеоAverages & DistributionsЗадание

Statistical Measures

QuantilesВидеоSample Veriance and Standard DeviationВидеоCoeffecient of VariationВидеоStatistical MeasuresЗадание

Probability & Skewness

Positive Skew = Right SkewВидеоProbabilty ConceptsВидеоProbability & SkewnessЗаданиеGraded - Statistics & Quantitative AnalysisЗаданиеAdvise a Pension Fund Client Through Ethics, Performance, and Portfolio DecisionsDIALOGUE