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Investment Analysis and Portfolio Tracking · LearnSpace
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Investment Analysis and Portfolio Tracking

Курс от EDUCBA
Уровень не указан≈ 21.9 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

Master stock investing, mutual fund analysis, portfolio management, and financial planning using MProfit. Learn how to evaluate investments, track portfolio performance, and build long-term wealth with confidence. This comprehensive course combines equity valuation, mutual fund investing, technical analysis, portfolio reporting, retirement planning, and wealth management into one practical learning experience. You will learn how to analyze stocks using fundamental and technical analysis, compare mutual fund categories, evaluate risk and return, and create diversified portfolios aligned with financial goals. The course also provides hands-on guidance on using MProfit to manage investments, import transactions, generate reports, track realized and unrealized gains, and evaluate portfolio performance. Additionally, you will develop essential financial planning skills including retirement planning, risk management, asset allocation, net worth assessment, cash flow analysis, and wealth preservation strategies. Whether you are a beginner investor, finance student, financial advisor, or wealth management professional, this course will equip you with practical investment management skills to make informed financial decisions and build long-term financial success.

Навыки, которые вы освоите

Portfolio ManagementFinancial PlanningInsuranceInvestment ManagementRisk ManagementFinancial AnalysisTechnical AnalysisWealth ManagementEquitiesInvestmentsFinancial ReportingAsset ProtectionCash ManagementMarket TrendFinancePortfolio RiskAnalysisAccounting and Finance SoftwareFinancial MarketFinancial Management

Программа курса

9 модулей · 122 учебных материалов

01Foundations of Equity Investing and Valuation15 материалов

Understanding Equity Markets

Introduction to Equities and Security ValuationВидеоSecurity ValuationВидеоFundamental AnalysisВидео Understanding Equity MarketsЗадание

Exploring Equity Mutual Fund Categories

Учитесь у экспертов

EDUCBA

Преподаватель курса

Investment Analysis and Portfolio Tracking
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Обучение откроется на Coursera
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Обучение на Coursera

≈ 21.9 ч

9 модулей

Язык: Английский

Часть программы вашего университета
Advance Mutul Fund AdvanceВидео
All Equity FundВидео
Equity BandingВидео
Exploring Equity Mutual Fund CategoriesЗадание

Specialized Equity Fund Strategies

Equity InternationalВидеоMitcap EquityВидеоEquity Small Cap FundВидео Specialized Equity Fund StrategiesЗаданиеEvaluating Investment Opportunities Through Equity ValuationDIALOGUEFoundations of Equity Investing and ValuationЗаданиеAdvise a New Investor on Equity Investing and Fund SelectionDIALOGUE
02Equity Fund Selection and Market Analysis13 материалов

Tax-Efficient and Alternative Equity Investments

Equity Tax PlanningВидеоEquity OtherВидеоBest 3 Funds to Buy CategoryВидеоTax-Efficient and Alternative Equity InvestmentsЗадание

Sectoral and Large-Cap Investing

Equity Large CapВидеоEquity FarmaВидеоTechnical AnalysisВидеоSectoral and Large-Cap InvestingЗадание

Market Trends and Dow Theory

Types of Trend TimeВидеоDow Theory ExampleВидеоAsset StocksВидеоMarket Trends and Dow TheoryЗаданиеEquity Fund Selection and Market AnalysisЗадание
03Managing Equity Investments with MProfit13 материалов

Asset Management and Income Tracking

Continue on Asset StocksВидеоIncome for AssetВидеоImport options in EquityВидеоAsset Management and Income TrackingЗадание

Trade Documentation and Data Import

Equity Broker Contracts NotesВидеоContinuation of Import Options in EquityВидеоEquity Trade ReportВидеоTrade Documentation and Data ImportЗадание

Report Generation Essentials

Data Entry for Report GenerationВидеоAnalytical Portfolio Summary OptionВидеоMore Details on Analytical Portfolio Summary OptionВидеоReport Generation EssentialsЗаданиеManaging Equity Investments with MProfitЗадание
04Portfolio Analytics and Performance Evaluation13 материалов

Transaction and Account Analysis

Analytical Transactions and Accounts OptionВидеоAnalytical Transactions and Accounts Detailed OptionsВидеоAnalytical Return OptionВидеоTransaction and Account AnalysisЗадание

Advanced Reporting and Gain-Loss Analysis

Advance and Miscellaneous optionsВидеоAnalytical both Realised and Unrealised Gain and LossВидеоAnalytical only Realised Gain and LossВидеоAdvanced Reporting and Gain-Loss AnalysisЗадание

Equity Valuation Wrap-Up and Debt Introduction

Conclusion to Equities and Security ValuationВидеоIntroduction to Debt Equity Asset Class and its ValuationВидеоMutual Fund TerminologiesВидеоEquity Valuation Wrap-Up and Debt IntroductionЗаданиеPortfolio Analytics and Performance EvaluationЗадание
05Mutual Funds and Investment Research13 материалов

Understanding Mutual Fund Risk and Valuation

Risk - Return Hierarchy of Different FundsВидеоAccounting Valuation and TaxationВидеоValue ResearchВидеоUnderstanding Mutual Fund Risk and ValuationЗадание

Fund Evaluation and Regulatory Framework

Value Research ContinueВидеоInvestment Policy and RestrictionВидеоInvestor ServicesВидеоFund Evaluation and Regulatory FrameworkЗадание

Portfolio Construction Fundamentals

Growth and IncomeВидеоModel Recommendation for Portfolio Allocation Based on RiskВидеоOffer DocumentВидеоPortfolio Construction FundamentalsЗаданиеMutual Funds and Investment ResearchЗадание
06Financial Planning and Investment Strategy13 материалов

Building Effective Financial Plans

Strategic Financial PlanningВидеоSelecting the Right FundВидеоMutual Fund PerformanceВидео Building Effective Financial PlansЗадание

Personal Financial Planning Framework

Sample Financial PlanВидеоRisk ManagementВидеоRetirement PlanningВидеоPersonal Financial Planning FrameworkЗадание

Managing Financial Risks

Risk PlanningВидеоFinancial ManagementВидеоStrategies to Rectify a ShortfallВидеоManaging Financial RisksЗадание Financial Planning and Investment StrategyЗадание
07Insurance, Protection and Wealth Preservation13 материалов

Managing Financial Protection Needs

Provide for Shortfall at DisabilityВидеоBusiness InsuranceВидеоSynthesis and RecommendationsВидео Managing Financial Protection NeedsЗадание

Implementing Financial Plans

ImplementationВидеоAppendix B Cash Flow PositionВидеоCalculate Future ValueВидеоImplementing Financial PlansЗадание

Fixed Income and Investment Products

Fixed Deposit CalculateВидеоChoosing the Right Investment OptionsВидеоCompany Fixed DepositsВидеоFixed Income and Investment ProductsЗадание Insurance, Protection and Wealth PreservationЗадание
08Retirement and Wealth Management Solutions13 материалов

Specialized Financial Products

Protection Related ProductВидеоReverse MortgageВидеоTargate DatesВидеоSpecialized Financial ProductsЗадание

Retirement Planning Techniques

Targate Dates ContinueВидеоHow Much you Should Invest to Create your Retirment FundВидеоRetirement Corpus You Require Getting Regular Cash FlowВидеоRetirement Planning TechniquesЗадание

Personal Wealth Assessment

Understand your Net WorthВидеоHow Do you Manage Your MoneyВидеоInvestment PhilosophiesВидеоPersonal Wealth AssessmentЗаданиеRetirement and Wealth Management SolutionsЗадание
09Mutual Fund Operations and Portfolio Reporting with MProfit16 материалов

Mutual Fund Investment Lifecycle

Mutual FundВидеоContinue on Mutual FundВидеоAsset Master – Mutual FundsВидеоMutual Fund Investment LifecycleЗадание

Data Management and Transaction Processing

Important Of Mutual Fund StatementВидеоImporting DataВидеоImport Bond TransactionВидеоData Management and Transaction ProcessingЗадание

Advanced Reporting and Course Conclusion

Deposit TransactionВидеоBond TransactionsВидеоData Entry for Report GenerationВидеоReleased and Unreleased – Equity MFВидеоDebt - Equity Asset ConclusionВидеоAdvanced Reporting and Course ConclusionЗадание
Mutual Fund Operations and Portfolio Reporting with MProfitЗадание
Build and Present an Integrated Investment & Financial Planning StrategyDIALOGUE