Investment Analysis & Portfolio Management - Core Finance
4.6 /5- Offered byUDEMY
Investment Analysis & Portfolio Management - Core Finance at UDEMY Overview
Investment Analysis & Portfolio Management - Core Finance
at UDEMY
Financial Analysis Done Right - Rigorously Analyse Investments & Manage Portfolios using Excel® & Google Sheets
Duration | 7 hours |
Total fee | ₹707 |
Mode of learning | Online |
Credential | Certificate |
Investment Analysis & Portfolio Management - Core Finance at UDEMY Highlights
Investment Analysis & Portfolio Management - Core Finance
at UDEMY
- Earn a Certificate of completion from Udemy
- Get a 30 days money back guarantee on the course
- Learn through 14 articles and 90 downloadable resources
- Get access to practice tests and assignments
Read more
Investment Analysis & Portfolio Management - Core Finance at UDEMY Course details
Investment Analysis & Portfolio Management - Core Finance
at UDEMY
Skills you will learn
Who should do this course?
- For anyone who wants to learn investment analysis and portfolio management
What are the course deliverables?
- Calculate stock returns manually as well as on Excel and Google Sheets, using real world data obtained from free sources
- Estimate the Expected Returns of Stocks using the Mean Method, State Contingent Weighted Probabilities, as well as Asset Pricing Models
- Calculate the total risk, market risk, and firm specific risk of stocks from scratch, and explore how the different risks interact
- Understand why the math works, and why equations work the way they do - even if your math is weak and if math freaks you out
More about this course
- Master sophisticated investment analysis and portfolio management techniques that are rigorously grounded in academic and practitioner literature
- Explore and master powerful relationships between stock prices, returns, and risk
- Quantify and measure your investment risk, from scratch
- Discover what financial advisors should be doing to manage your portfolio - to manage your investments.
Investment Analysis & Portfolio Management - Core Finance at UDEMY Curriculum
Investment Analysis & Portfolio Management - Core Finance
at UDEMY
Introduction: Understanding Investment Security Relationships & Estimating Returns
Understanding powerful relationships between risk, return, and price.
Intuitively explore the baseline fundamental law of Financial Analysis - The Law of One Price.
Calculating stock returns for dividend and non-dividend paying stocks, manually.
Downloading and working with real world data, and estimating stock returns on Excel® / Google Sheets.
Estimating Expected Returns
Estimating expected returns using the average (mean) method.
Estimating expected returns using 'state contingent weighted probabilities'.
Estimating expected returns using Asset Pricing Models including the Capital Asset Pricing Model (CAPM).
Understanding and Measuring Risk and Relationships
Estimating the total risk of a stock.
Estimating the market risk of a stock.
Measuring Portfolio Risk and Return
Estimating the return of a 2 asset and multi-asset portfolio.
Measuring the risk of a 2 asset and multi-asset portfolio.
Discover the 3 factors that influence / impact portfolio risk - 1 of which is more important than the other two combined!
Exploring Diversification & Optimisation
Risk reduction by diversification.
Exploring Optimal Diversification - Number of Securities to Hold
Optimising portfolio weights to achieve a target expected return.
Minimising your portfolio risk (mathematically) using robust financial analysis techniques.
Decomposing Diversification
Investigate and explore why, fundamentally, diversification works for financial analysis / investment analysis.
Rethink the way you measure the relationships between securities for financial analysis by extending the current measure.
Explore precisely how and why the most important factor of risk influences / impacts portfolio risk.
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A
Arjun Shenoy
Investment Analysis & Portfolio Management - Core Finance
Offered by UDEMY
5
Learning Experience: This Course on Udemy I got from Udemy at a Huge Discount since it offers heavy discounts as well. The Training Experience is good It offers in-depth knowledge of the concepts. It definitely will improve your Financial Knowledge. You can also use such courses to be interview ready as the more knowledge to present, the more chances of being hired.
Faculty: It was a Recorded Video in the course. But teach very nicely. They provide good knowledge on the topic. The topic is divided into several sub-topics. At the end of the course, it also tells you what other courses you could buy to further improve your knowledge of a certain topic.
The Course is divided into several parts. They offer Downloadable resources, Assignments, Practice Tests and Certification of Completion as well which can be useful for your Resume. It was a 7.5-hour Course and Thousands of Students have already taken the course. Even Reputed Companies Recommend this course to their Employees.
Course Support: I am Happy to say that I am Invested Happily in the stock market. I have so far invested in 4 company Shares and currently in 3 Company Shares I am profitable in terms of Capital returns and Dividends. The fourth company share has been reduced but I receive dividends from that company every Quarter and the share price will eventually rise. It's all about investing in the right company and having patience.
Reviewed on 6 May 2023Read More
P
Priyanshu saini
Investment Analysis & Portfolio Management - Core Finance
Offered by UDEMY
5
Learning Experience: As an AI language model, I don't have a personal learning experience. However, I can provide you with some general information about AI learning experiences.
Faculty: It was a Recorded Videos in the course. But teach very nicely. They provide good knowledge on the topic. The topic is divided into several sub topics. At the end of the course it also tells you what other courses you could buy to further improve your knowledge at a certain topic.
The Course is dividend into several parts . They offer Downloadable resources , Assignments, Practice Tests and Certification of Completion as well which can be usefull for your Resume. It was a 7.5 hour Course and Thousands of Students have already taken the course. Even Reputed Companies Recommend this course to their Employees.
Course Support: I am Happy to say that I am Invested Happily in the stock market. I have so far invested in 4 company's Shares and currently in 3 Company's Shares i am profitable in terms of Capital returns and Dividend. The fourth company share has reduced but i receive dividend from that company every Quarter and share price will eventually rise. Its all about investing in the right company and having patience.
Reviewed on 6 May 2023Read More
J
Jagilam Shivasai
Investment Analysis & Portfolio Management - Core Finance
Offered by UDEMY
4
Learning Experience: Udemy is one of the most popular online course platform which motivated me to choose it over other providers. The content is sequentially arranged. Even a person who know nothing about coding can learn easily. Now a days there is a
Faculty: It was a Recorded Video in the course. But teach very nicely. They provide good knowledge on the topic. The topic is divided into several sub-topics. At the end of the course, it also tells you what other courses you could buy to further improve your knowledge of a certain topic.
The Course is divided into several parts. They offer Downloadable resources, Assignments, Practice Tests and Certification of Completion as well which can be useful for your Resume. It was a 7.5-hour Course and Thousands of Students have already taken the course. Even Reputed Companies Recommend this course to their Employees.
Course Support: I am Happy to say that I am Invested Happily in the stock market. I have so far invested in 4 company Shares and currently in 3 Company Shares I am profitable in terms of Capital returns and Dividends. The fourth company share has been reduced but I receive dividends from that company every Quarter and the share price will eventually rise. It's all about investing in the right company and having patience.
Reviewed on 2 May 2023Read More
S
Shivam Kumar
Investment Analysis & Portfolio Management - Core Finance
Offered by UDEMY
4
Learning Experience: my experience is awesome, because these courses are designed to help learners masters the basic and advanced features of Microsoft excel, a powerful spreadsheet application used for data analysis, calculations, and visualization
Faculty: It was a Recorded Videos in the course. But teach very nicely. They provide good knowledge on the topic. The topic is divided into several sub topics. At the end of the course it also tells you what other courses you could buy to further improve your knowledge at a certain topic.
The Course is dividend into several parts . They offer Downloadable resources , Assignments, Practice Tests and Certification of Completion as well which can be usefull for your Resume. It was a 7.5 hour Course and Thousands of Students have already taken the course. Even Reputed Companies Recommend this course to their Employees.
Course Support: I am Happy to say that I am Invested Happily in the stock market. I have so far invested in 4 company's Shares and currently in 3 Company's Shares i am profitable in terms of Capital returns and Dividend. The fourth company share has reduced but i receive dividend from that company every Quarter and share price will eventually rise. Its all about investing in the right company and having patience.
Reviewed on 27 Apr 2023Read More
C
Charan
Investment Analysis & Portfolio Management - Core Finance
Offered by UDEMY
4
Learning Experience: During internships, we get to learn what it's like to do a certain job and whether we'd enjoy it. Apprenticeship: During apprenticeships, we learn on the job, which helps to develop practical rather than theoretical skills. Reading a good book: Reading books isn't just fun
Faculty: It was a Recorded Videos in the course. But teach very nicely. They provide good knowledge on the topic. The topic is divided into several sub topics. At the end of the course it also tells you what other courses you could buy to further improve your knowledge at a certain topic.
The Course is dividend into several parts . They offer Downloadable resources , Assignments, Practice Tests and Certification of Completion as well which can be usefull for your Resume. It was a 7.5 hour Course and Thousands of Students have already taken the course. Even Reputed Companies Recommend this course to their Employees.
Course Support: I am Happy to say that I am Invested Happily in the stock market. I have so far invested in 4 company's Shares and currently in 3 Company's Shares i am profitable in terms of Capital returns and Dividend. The fourth company share has reduced but i receive dividend from that company every Quarter and share price will eventually rise. Its all about investing in the right company and having patience.
Reviewed on 27 Apr 2023Read More
View All 7 Reviews
Investment Analysis & Portfolio Management - Core Finance
at UDEMY
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