About this Course

26,475 recent views

Learner Career Outcomes

30%

started a new career after completing these courses

33%

got a tangible career benefit from this course

22%

got a pay increase or promotion
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. 12 hours to complete
English

Skills you will gain

Summary StatisticsFinancial ModelingDiversification (Finance)Investment

Learner Career Outcomes

30%

started a new career after completing these courses

33%

got a tangible career benefit from this course

22%

got a pay increase or promotion
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. 12 hours to complete
English

Offered by

Placeholder

University of Pennsylvania

Syllabus - What you will learn from this course

Week
1

Week 1

1 hour to complete

Getting Started

1 hour to complete
3 readings
3 readings
Project Description - Read me first!10m
Project Prompt10m
Historical Stock Data10m
1 practice exercise
Project Scope Quiz30m
Week
2

Week 2

4 hours to complete

Steps 1 and 2: Yahoo Finance

4 hours to complete
6 videos (Total 101 min), 4 readings, 2 quizzes
6 videos
How Models are Used in Practice (Fundamentals of Quantitative Modeling)10m
Mathematical Functions (Fundamentals of Quantitative Modeling)20m
Navigating a Spreadsheet and Crafting Formulas (Introduction to Spreadsheets)19m
How To Build an Optimization Model: Hudson Readers Ad Campaign (Modeling Risk and Realities)13m
Data and Visualization: Graphical Representation (Modeling Risk and Realities)22m
4 readings
More on Close Price versus Adjusted Close Price10m
More on the Sharpe Ratio10m
Sample Returns Spreadsheet (AAPL)10m
PDFs of Refresher Video Slides10m
2 practice exercises
Daily Returns Quiz30m
Summary Statistics Quiz30m
Week
3

Week 3

4 hours to complete

Step 3: Creating an optimal risky portfolio on the efficient frontier

4 hours to complete
7 videos (Total 116 min), 5 readings, 1 quiz
7 videos
Present and Future Value (Fundamentals of Quantitative Modeling)15m
Optimization (Fundamentals of Quantitative Modeling)13m
Linear Programming (incl. Solver) (Introduction to Spreadsheets)9m
Optimizing with Solver, and Alternative Data Inputs (Modeling Risk and Realities)26m
Adding Risk: Managing Investments at Epsilon Delta Capital (Modeling Risk and Realities)18m
Using Scenarios for Optimizing Under High Uncertainty, Sensitivity Analysis and Efficient Frontier (Modeling Risk and Realities)15m
5 readings
Videos Explaining the Efficient Frontier and Optimal Risky Portfolio10m
More on Portfolio Variance10m
More on the Efficient Frontier10m
More on Short Selling10m
PDFs of Refresher Video Slides10m
1 practice exercise
The Minimum Variance and Optimal Risky Portfolio30m
Week
4

Week 4

2 hours to complete

Step 4: Optional exercise using CAPM tables

2 hours to complete
3 videos (Total 30 min), 3 readings, 1 quiz
3 videos
Use of Regression Models (Fundamentals of Quantitative Modeling)15m
Correlation and Regression (Introduction to Spreadsheets)7m
3 readings
Video on the Capital Asset Pricing Model (CAPM)10m
More on the Capital Asset Pricing Model10m
PDFs of Refresher Video Slides10m
1 practice exercise
Capital Asset Pricing Model30m

Reviews

TOP REVIEWS FROM WHARTON BUSINESS AND FINANCIAL MODELING CAPSTONE

View all reviews

About the Business and Financial Modeling Specialization

Business and Financial Modeling

Frequently Asked Questions

More questions? Visit the Learner Help Center.