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Investing and Building Wealth

kurs ist nicht verfügbar in Deutsch (Deutschland)

Wir übersetzen es in weitere Sprachen. Sehen Sie sich die Sprachen an, die wir anbieten.

Investing and Building Wealth

Dieser Kurs ist Teil mehrerer Programme.

Dozent: Dr. Craig Lemoine

1.842 bereits angemeldet

Bei enthalten

Mehr erfahren

4 Module

Verschaffen Sie sich einen Einblick in ein Thema und lernen Sie die Grundlagen.

Stufe Anfänger

Empfohlene Erfahrung

1 Woche zu vervollständigen

unter 10 Stunden pro Woche

Flexibler Zeitplan

In Ihrem eigenen Lerntempo lernen

4 Module

Verschaffen Sie sich einen Einblick in ein Thema und lernen Sie die Grundlagen.

Stufe Anfänger

Empfohlene Erfahrung

1 Woche zu vervollständigen

unter 10 Stunden pro Woche

Flexibler Zeitplan

In Ihrem eigenen Lerntempo lernen

Was Sie lernen werden

Understand the relationship between securities, issuers, stocks and bonds.
Demonstrate risk and return outcomes with a two-asset portfolio.

Kompetenzen, die Sie erwerben

Kategorie: Economics
Kategorie: General Finance
Kategorie: Investment Management
Kategorie: Portfolio Risk
Kategorie: Return On Investment

Wichtige Details

Zertifikat zur Vorlage

Zu Ihrem LinkedIn-Profil hinzufügen

Bewertungen

6 Aufgaben

Unterrichtet in Englisch

91% of learners achieved a positive career outcome

Erfahren Sie, wie Mitarbeiter führender Unternehmen gefragte Kompetenzen erwerben.

Weitere Informationen zu Coursera für Unternehmen

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Erweitern Sie Ihre Fachkenntnisse

Dieser Kurs ist als Teil verfügbar

Wenn Sie sich für diesen Kurs anmelden, müssen Sie auch ein bestimmtes Programm auswählen.

Lernen Sie neue Konzepte von Branchenexperten
Gewinnen Sie ein Grundverständnis bestimmter Themen oder Tools
Erwerben Sie berufsrelevante Kompetenzen durch praktische Projekte
Erwerben Sie ein Berufszertifikat zur Vorlage

In diesem Kurs gibt es 4 Module

Unlock the secrets to financial success with our comprehensive course on investing and wealth building. Starting with an in-depth analysis of securities, markets, and diversification principles, you'll gain a solid foundation in investment strategies. As you progress, you'll explore risk and return measures and learn powerful time value of money techniques. The course culminates in exploring the benefits of a diversified portfolio and age-appropriate wealth-building strategies. Enhance your skills through a hands-on case study, preparing you to navigate the financial world with confidence. Join us and take the first step towards a prosperous future!

Moduldetails

In the course orientation, you'll get to know the course, your classmates, and our learning environment, and gain the technical skills needed. In Module 1, you will gain a comprehensive understanding of the foundational elements of investing. You will explore the intricate relationships between securities, issuers, stocks, and bonds, and delve into various philosophies of investing and wealth-building, including heuristics, biases, and types of risks. Additionally, we will consider the impact of national and global economic events on securities and define the key institutions involved in investing, such as brokers, dealers, custodians, and markets.

Das ist alles enthalten

19 Videos3 Lektüren2 Aufgaben1 Diskussionsthema

19 VideosInsgesamt 69 Minuten

Course Introduction2 Minuten
Module 1 Overview1 Minute
Issuers and Securities 5 Minuten
Common Stock 4 Minuten
Preferred Stock 3 Minuten
Bonds3 Minuten
Bond Features 3 Minuten
Mutual Fund Pricing3 Minuten
What is the Purpose of Investing6 Minuten
Heuristics and Investment Management 6 Minuten
Cognitive Biases8 Minuten
Economic Concepts for Investing 4 Minuten
Global Economic Concepts 1 Minute
Yield Curves 2 Minuten
Credit Spreads 2 Minuten
Interest Rates 4 Minuten
Introduction to Markets2 Minuten
Brokers, Dealers & Market Makers 7 Minuten
Module 1 Wrap-Up1 Minute

3 LektürenInsgesamt 55 Minuten

Syllabus20 Minuten
Updating Your Profile10 Minuten
The Stock Market and Investment: Is the Market a Sideshow? – Harvard University25 Minuten

2 AufgabenInsgesamt 60 Minuten

Module 1 | Knowledge Check30 Minuten
Orientation Quiz30 Minuten

1 DiskussionsthemaInsgesamt 10 Minuten

Getting to Know Your Classmates10 Minuten

In this module, you'll delve into various types of portfolio risks, such as beta and standard deviation, and learn to manage them effectively. You'll also explore different types of returns, including arithmetic, geometric, and dollar-weighted, and understand their implications on your investments. Additionally, we'll introduce you to various savings accounts, including IRAs and 529 plans, and provide insights into asset allocation strategies to optimize your investment portfolio. Let's get started on this exciting journey to mastering advanced financial concepts!

Das ist alles enthalten

13 Videos3 Lektüren1 Aufgabe

13 VideosInsgesamt 58 Minuten

Module 2 Overview1 Minute
Understanding IRAs7 Minuten
529 Plans 5 Minuten
Asset Classes, You Can’t Pick a Winning Horse4 Minuten
Time Horizon 4 Minuten
Arithmetic Mean2 Minuten
Geometric Mean5 Minuten
Dollar Weighted Returns6 Minuten
Systematic and Unsystematic Risks6 Minuten
Risk Management Fundamentals6 Minuten
Beta 3 Minuten
Standard Deviation7 Minuten
Module 2 Wrap-Up1 Minute

3 LektürenInsgesamt 55 Minuten

Beginners' Guide to Asset Allocation, Diversification, and Rebalancing25 Minuten
Risk Control in Asset Management: Motives and Concepts20 Minuten
The New Science of Asset Allocation: Risk Management in a Multi-Asset World10 Minuten

1 AufgabeInsgesamt 30 Minuten

Module 2 | Knowledge Check 30 Minuten

This module will guide you through the intricacies of portfolio diversification, demonstrating risk and return outcomes with a two-asset portfolio and expanding to multi-asset portfolios. You'll learn to build an efficient frontier using indifference curves and explore practical risk tools for investing across various asset classes. Get ready to enhance your understanding of portfolio management and optimize your investment strategies!

Das ist alles enthalten

9 Videos3 Lektüren1 Aufgabe

9 VideosInsgesamt 43 Minuten

Module 3 Overview1 Minute
The Magic of Diversification8 Minuten
Basics of Correlation6 Minuten
Graphing Risk: Indifference Curves7 Minuten
Expanding the Portfolio Universe4 Minuten
Buckets4 Minuten
Bucket Draw6 Minuten
Bad Buckets5 Minuten
Module 3 Wrap-Up1 Minute

3 LektürenInsgesamt 70 Minuten

Exploring Portfolio Diversification for Investments for Reducing Risk and Maximizing Returns20 Minuten
A Return-Diversification Approach to Portfolio Selection25 Minuten
Portfolio Diversification Benefits Before and During the Times of Financial Turmoil25 Minuten

1 AufgabeInsgesamt 30 Minuten

Module 3 | Knowledge Check30 Minuten

In Module 4 you'll learn to apply time value of money techniques to enhance your savings and explore key wealth milestones for investors at various life stages. From understanding basic TVM concepts to planning for financial health in your 50s, you'll gain valuable insights to help you build and manage wealth effectively over time. Let's embark on this journey to secure your financial future! At the conclusion of this module, you will be ready to complete the final assessment for the course and earn your Coursera certificate!