课程信息
4.6
613 个评分
122 个审阅
专项课程
100% 在线

100% 在线

立即开始,按照自己的计划学习。
可灵活调整截止日期

可灵活调整截止日期

根据您的日程表重置截止日期。
完成时间(小时)

完成时间大约为21 小时

建议:9 hours/week...
可选语言

英语(English)

字幕:英语(English)

您将获得的技能

Bond ValuationFinancial MarketsFinanceInvestment
专项课程
100% 在线

100% 在线

立即开始,按照自己的计划学习。
可灵活调整截止日期

可灵活调整截止日期

根据您的日程表重置截止日期。
完成时间(小时)

完成时间大约为21 小时

建议:9 hours/week...
可选语言

英语(English)

字幕:英语(English)

教学大纲 - 您将从这门课程中学到什么

1
完成时间(小时)
完成时间为 5 小时

Module 1: Introduction & Review of Elementary Finance Tools

This module introduces the Investment and Portfolio Management Specialization, which is made up of four courses. This module discusses how the first course, Global Financial Markets and Instruments, is organized. It outlines the different stages of the investment management process, which guides the focus of the Specialization. It also reviews basic finance concepts and tools such as time value of money, computing returns, discounting and compounding....
Reading
17 个视频 (总计 75 分钟), 15 个阅读材料, 5 个测验
Video17 个视频
Meet the Professor!2分钟
What is the investment management process?4分钟
Back to basics (Part 1.1): What is time value of money?5分钟
Back to Basics (Part 1.2): Finding the future value of a cash flow4分钟
Back to Basics (Part 1.3): Finding the present value of a cash flow3分钟
Back to basics (Part 2.1): What are annuities?9分钟
Back to basics (Part 2.2): Annuities example: Retirement problem2分钟
Back to basics (Part 2.3): Finding the present value of annuities4分钟
Back to basics (Part 2.4): Annuities Example: Loan Problem3分钟
Back to basics (Part 3.1): Computing the effective annual interest rate6分钟
Back to basics (Part 3.2): Computing an effective rate over any period2分钟
Back to basics (Part 3.3): Examples, examples, and more examples3分钟
Back to basics (Part 3.4): Computing continuously compounded rates3分钟
Back to basics (Part 4.1): Valuing perpetuities and growing perpetuities6分钟
Back to basics (Part 4.2): Valuing growing annuities4分钟
Using elementary finance tools – Summary2分钟
Reading15 个阅读材料
Course syllabus10分钟
Meet & Greet: Get to know your classmates10分钟
Grading Policy10分钟
How to use discussion forums10分钟
Pre-Course Survey10分钟
Lecture handouts: Review of Elementary Finance Tools Part 110分钟
Review of Elementary Finance Tools Part 1- Quiz Solutions10分钟
Lecture handouts: Review of Elementary Finance Tools Part 210分钟
Review of Elementary Finance Tools Part 2- Quiz Solutions10分钟
Lecture handouts: Review of Elementary Finance Tools Part 310分钟
Review of Elementary Finance Tools Part 3- Quiz Solutions10分钟
Lecture handouts: Review of Elementary Finance Tools Part 410分钟
Review of Elementary Finance Tools Part 4- Quiz Solutions10分钟
Review of Elementary Finance Tools- Graded Quiz Solutions10分钟
Listen to Bloomberg's Masters in Business: Interview with Vanguard CEO Bill McNabb10分钟
Quiz5 个练习
Review of Elementary Finance Tools Part 18分钟
Review of Elementary Finance Tools Part 28分钟
Review of Elementary Finance Tools Part 314分钟
Review of Elementary Finance Tools Part 48分钟
Module 1: Review of Elementary Finance Tools20分钟
2
完成时间(小时)
完成时间为 4 小时

Module 2: Financial system & financial assets: fixed income securities

In this and the next module, we cover the key institutional features of financial markets and instruments. We ask the following questions: Why do financial markets exist? What role do they play? What are financial assets and how are they different than real assets? How does it all come together? Basically, this is where I hope you will get to see the big picture of the entire financial system and how it comes together. Module 2 focuses on fixed-income securities. We'll get started with a review of basics of bond valuation. You will learn about short-term money market instruments, U.S. Treasury securities as well as corporate bonds. After module 2, you will be able to describe fixed income securities, be familiar with their institutional features, and identify their cash flows. Finally, you will learn how to value fixed income securities such as Treasury bills, zero-coupon or coupon-bonds and compute yields....
Reading
9 个视频 (总计 66 分钟), 11 个阅读材料, 5 个测验
Video9 个视频
A primer on financial assets7分钟
Basics of bond valuation - Part 19分钟
Basics of Bond Valuation Part 23分钟
Money market instruments9分钟
Calculating U.S. Treasury bill prices7分钟
U.S Treasury securities8分钟
Other long-term debt instruments10分钟
Summing up fixed income securities1分钟
Reading11 个阅读材料
Lecture handouts: A primer on financial assets10分钟
A primer on financial assets- Quiz Solutions10分钟
Lecture handouts: Basics of bond valuation10分钟
A note on bond valuation10分钟
Basics of Bond Valuation- Quiz Solutions10分钟
Lecture handouts: Money market instruments10分钟
Federal Reserve Bank's Open Market Operations (optional)10分钟
Calculating Treasury Bill Prices- Quiz Solutions10分钟
Lecture handouts: Long-term debt instruments10分钟
Long-term debt instruments- Quiz Solutions10分钟
Financial Assets: fixed income securities- Graded Quiz Solutions10分钟
Quiz5 个练习
A primer on financial assets4分钟
Basics of Bond Valuation16分钟
Calculating Treasury Bill Prices8分钟
Long-term debt instruments22分钟
Module 2: Financial assets - fixed income securities20分钟
3
完成时间(小时)
完成时间为 4 小时

Module 3: Financial system & financial assets: equity securities and derivatives

In Module 3, we continue our overview of financial markets and instruments. We next focus on two other major asset classes: equity securities and derivative instruments. You will learn about how equity differs from fixed income securities, the cash flows associated with stock and preferred stock and how to find the value of a share. You will also learn about option strategies. After completing module 3, you will be able to describe all major asset classes, including derivative instruments such as options, forwards and futures. You will be able to explain how these differ from each other and their payoffs....
Reading
7 个视频 (总计 54 分钟), 9 个阅读材料, 3 个测验
Video7 个视频
Basics of equity valuation9分钟
Derivative securities: Overview5分钟
Derivative Securities: Options10分钟
Derivative securities: Futures and forward contracts10分钟
Traditional vs. alternative asset classes6分钟
Summing Up equities and derivatives2分钟
Reading9 个阅读材料
A note on equity valuation10分钟
Lecture handouts: Equity securities10分钟
Equity Securities- Quiz Solutions10分钟
Lecture handouts: Derivative securities10分钟
A note on option payoffs10分钟
An illustration of a foreign currency forward contract10分钟
Derivative Securities- Quiz Solutions10分钟
Global Alternatives Survey (optional)10分钟
Financial assets: Equities and Derivatives- Graded Quiz Solutions10分钟
Quiz3 个练习
Equity Securities20分钟
Derivative securities30分钟
Module 3: Financial assets - Equities and derivatives20分钟
4
完成时间(小时)
完成时间为 3 小时

Module 4: Organization of financial markets and securities trading

In this module, we discuss how financial markets actually work. We will talk about different trading venues and the mechanics of securities trading. I will emphasize a lot of terminology and the latest trends in securities trading to familiarize you with the institutional workings of financial markets. After this module, you will be able to compare different trading venues, trading mechanisms, and be able to explain different types of orders, including transactions like margin buying and short-selling; you will be familiar with the language and terminology you need in order to become an informed practitioner of investments. ...
Reading
8 个视频 (总计 61 分钟), 10 个阅读材料, 3 个测验
Video8 个视频
Major players in financial markets10分钟
Primary and secondary markets8分钟
Types of order5分钟
Margin transactions10分钟
Short sales6分钟
New trends in securities trading7分钟
Summary1分钟
Reading10 个阅读材料
Roaring ahead: ETFs have overtaken hedge funds as an investment vehicle (optional)10分钟
ETFs Report: A market driven by 'speculators' (optional)10分钟
Lecture handouts: Organization of financial markets10分钟
Organization of financial markets- Quiz Solutions10分钟
Market declines: What is accomplished by banning short-selling? (Optional)10分钟
What caused the Flash Crash? (optional)10分钟
Lecture handouts: Trading mechanics10分钟
Trading Mechanics- Quiz Solutions10分钟
Organization of Financial Markets and securities trading: Graded Quiz Solutions10分钟
End-of-Course Survey10分钟
Quiz3 个练习
Organization of financial markets10分钟
Trading mechanics20分钟
Module 4: Organization of financial markets and securities trading16分钟
4.6
122 个审阅Chevron Right
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创建者 FAJan 15th 2018

Good and succinct introduction to financial markets and instruments. Clear valuation formulas and intuitive explanation of treatment of cash-flows to define future and present values.

创建者 CCAug 15th 2017

Good review of simple financial material. Not an in-depth review, but a good refresher of modules that you would have seen in your MS Finance or MBA Finance.

讲师

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Arzu Ozoguz

Finance Faculty
Jones Graduate School of Business

关于 Rice University

Rice University is consistently ranked among the top 20 universities in the U.S. and the top 100 in the world. Rice has highly respected schools of Architecture, Business, Continuing Studies, Engineering, Humanities, Music, Natural Sciences and Social Sciences and is home to the Baker Institute for Public Policy....

关于 Investment and Portfolio Management 专项课程

In this four-course Specialization, you’ll learn the essential skills of portfolio management and personal investing. All investors – from the largest wealth funds to the smallest individual investors – share common issues in investing: how to meet their liabilities, how to decide where to invest, and how much risk to take on. In this Specialization, you will learn how to think about, discuss, and formulate solutions to these investment questions. You will learn the theory and the real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives. You will begin with an overview of global financial markets and instruments that characterize the investment opportunities available to today’s investor. You will then learn how to construct optimal portfolios that manage risk effectively, and how to capitalize on understanding behavioral biases and irrational behavior in financial markets. You will learn the best practices in portfolio management and performance evaluation as well as current investment strategies. By the end of your Capstone Project, you will have mastered the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success. To see an overview video for this Specialization, click here!...
Investment and Portfolio Management

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