About this Course

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Learner Career Outcomes

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started a new career after completing these courses

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got a tangible career benefit from this course
Shareable Certificate
Earn a Certificate upon completion
100% online
Start instantly and learn at your own schedule.
Flexible deadlines
Reset deadlines in accordance to your schedule.
Approx. 10 hours to complete
English

Learner Career Outcomes

50%

started a new career after completing these courses

50%

got a tangible career benefit from this course
Shareable Certificate
Earn a Certificate upon completion
100% online
Start instantly and learn at your own schedule.
Flexible deadlines
Reset deadlines in accordance to your schedule.
Approx. 10 hours to complete
English

Offered by

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Rice University

Syllabus - What you will learn from this course

Week
1

Week 1

3 hours to complete

Developing Asset Allocation Strategies

3 hours to complete
8 videos (Total 48 min), 7 readings, 1 quiz
8 videos
Welcome and introduction to the Capstone7m
Welcome and introduction to Module 13m
Using Portfolio Visualizer – Historical Efficient Frontier6m
Using Portfolio Visualizer – Mean Variance Optimization6m
Overview of the Simulated Investment Management System (SIMS)5m
SIMS Usage – Module #19m
Exchange Traded Funds (ETFs)7m
7 readings
Capstone Syllabus10m
Pre-Course Survey10m
Portfolio Visualizer Website10m
Sim Portfolio Objectives, Activities, System and Grading – Overview & Module #110m
Simulated Portfolio Management System (SIMS)10m
Copying and Pasting Graphics into Excel10m
CFAI Investment Policy10m
1 practice exercise
Module #1 Self-Assessment of Understanding30m
Week
2

Week 2

2 hours to complete

Developing a Macro View / Tactical Portfolio Shifts

2 hours to complete
5 videos (Total 29 min), 3 readings, 1 quiz
5 videos
Macroeconomic Analysis5m
Forecasting Asset Class Returns8m
Using Portfolio Visualizer – Forecasted Efficient Frontier5m
SIMS Usage6m
3 readings
Portfolio Visualizer Website10m
Sim Portfolio Objectives, Activities, and Grading10m
Resources for US Market and Economic Data / Analysis10m
1 practice exercise
Module #2 Self-Assessment of Understanding30m
Week
3

Week 3

1 hour to complete

Behavioral Finance

1 hour to complete
2 videos (Total 6 min), 2 readings, 1 quiz
2 videos
SIMS Usage3m
2 readings
Sim Portfolio Objectives, Activities, and Grading10m
Listing of Biases/Brief Definitions10m
1 practice exercise
Behavioral finance case studies30m
Week
4

Week 4

1 hour to complete

Styles of Investing

1 hour to complete
2 videos (Total 8 min), 2 readings, 1 quiz
2 videos
Using Portfolio Visualizer – Factor Models7m
2 readings
Portfolio Visualizer Website10m
Investment Style Case Studies Quiz Instructions10m
1 practice exercise
Investment Styles Case Studies30m

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About the Investment and Portfolio Management Specialization

Investment and Portfolio Management

Frequently Asked Questions

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