Investment Planning and Portfolio Analysis

О курсе

Learn how to analyze investment products, evaluate mutual fund performance, measure portfolio risk, and apply valuation techniques used in modern investment planning and financial decision-making. This course provides a practical introduction to investment planning, portfolio analysis, and financial market evaluation. You’ll explore how mutual funds operate, understand Net Asset Value (NAV), analyze investment returns, and examine the regulatory and operational frameworks that support investor protection and financial transparency. As the course progresses, you’ll learn how financial professionals measure investment risk and evaluate portfolio performance using benchmark comparisons, statistical indicators, and risk-return models such as CAPM. The course also introduces security valuation techniques, derivatives concepts, and the relationship between risk and expected return in financial markets. You’ll further explore technical analysis, market indicators, financial statement evaluation, and ratio analysis to assess company performance and market trends. Advanced sections cover stock valuation, bond valuation, and Weighted Average Cost of Capital (WACC), helping learners understand how analysts evaluate investment opportunities and corporate financial decisions. What makes this course unique is its integrated approach combining mutual fund operations, market analysis, valuation methods, and portfolio risk management within one structured learning journey. By the end of the course, you’ll be able to confidently analyze investments, interpret financial market data, evaluate securities, and apply investment planning strategies in real-world financial environments.

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