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Investing and Building Wealth

Ce cours n'est pas disponible en Français (France)

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Investing and Building Wealth

Ce cours fait partie de plusieurs programmes.

Instructeur : Dr. Craig Lemoine

1 842 déjà inscrits

Inclus avec

4 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

niveau Débutant

Expérience recommandée

1 semaine à compléter

à 10 heures par semaine

Planning flexible

Apprenez à votre propre rythme

4 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

niveau Débutant

Expérience recommandée

1 semaine à compléter

à 10 heures par semaine

Planning flexible

Apprenez à votre propre rythme

Ce que vous apprendrez

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

Compétences que vous acquerrez

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

Détails à connaître

Certificat partageable

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Évaluations

6 devoirs

Enseigné en Anglais

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Lorsque vous vous inscrivez à ce cours, vous devez également sélectionner un programme spécifique.

Apprenez de nouveaux concepts auprès d'experts du secteur
Acquérez une compréhension de base d'un sujet ou d'un outil
Développez des compétences professionnelles avec des projets pratiques
Obtenez un certificat professionnel partageable

Il y a 4 modules dans ce cours

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!

Détails du module

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.

Inclus

19 vidéos3 lectures2 devoirs1 sujet de discussion

19 vidéosTotal 69 minutes

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

3 lecturesTotal 55 minutes

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

2 devoirsTotal 60 minutes

Module 1 | Knowledge Check30 minutes
Orientation Quiz30 minutes

1 sujet de discussionTotal 10 minutes

Getting to Know Your Classmates10 minutes

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!

Inclus

13 vidéos3 lectures1 devoir

13 vidéosTotal 58 minutes

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

3 lecturesTotal 55 minutes

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

1 devoirTotal 30 minutes

Module 2 | Knowledge Check 30 minutes

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!

Inclus

9 vidéos3 lectures1 devoir

9 vidéosTotal 43 minutes

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

3 lecturesTotal 70 minutes

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

1 devoirTotal 30 minutes

Module 3 | Knowledge Check30 minutes

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!

Inclus

15 vidéos5 lectures2 devoirs

15 vidéosTotal 98 minutes

Module 4 Overview1 minute
Time Value of Money: Basic Concepts15 minutes
Time Value of Money: Future Value of a Single Sum5 minutes
Time Value of Money: Present Value5 minutes
Time Value of Money: Introducing Payments13 minutes
Time Value of Money: Solving for Number of Periods and Interest Rates 9 minutes
Time Value of Money: Fun with Future Value7 minutes
Time Value of Money: Fun with Present Value5 minutes
Time Value of Money: Inflation12 minutes
Building Wealth in your 20s 4 minutes
How much should I have saved at 30 7 minutes
Financial check-up in your 40s 4 minutes
Financial health in your 50s 7 minutes
Module 4 Wrap-Up1 minute
Course Summary1 minute

5 lecturesTotal 80 minutes

Time Value of Money (TVM)" – Harvard Business School Online20 minutes
Impact of Time Value of Money20 minutes
Taking Advantage of The Time Value of Money20 minutes
Congratulations!10 minutes
Getting Your Course Certificate10 minutes

2 devoirsTotal 120 minutes

Module 4 | Knowledge Check 30 minutes
Final Assessment 90 minutes

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