课程信息
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第 5 门课程(共 5 门)

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

根据您的日程表重置截止日期。

完成时间大约为13 小时

建议:4 hours/week...

英语(English)

字幕:英语(English)

您将获得的技能

Summary StatisticsFinancial ModelingDiversification (Finance)Investment

第 5 门课程(共 5 门)

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

根据您的日程表重置截止日期。

完成时间大约为13 小时

建议:4 hours/week...

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
完成时间为 1 小时

Getting Started

3 个阅读材料, 1 个测验
3 个阅读材料
Project Description - Read me first!10分钟
Project Prompt10分钟
Historical Stock Data10分钟
1 个练习
Project Scope Quiz10分钟
2
完成时间为 3 小时

Steps 1 and 2: Yahoo Finance

6 个视频 (总计 101 分钟), 4 个阅读材料, 2 个测验
6 个视频
How Models are Used in Practice (Fundamentals of Quantitative Modeling)10分钟
Mathematical Functions (Fundamentals of Quantitative Modeling)20分钟
Navigating a Spreadsheet and Crafting Formulas (Introduction to Spreadsheets)19分钟
How To Build an Optimization Model: Hudson Readers Ad Campaign (Modeling Risk and Realities)13分钟
Data and Visualization: Graphical Representation (Modeling Risk and Realities)22分钟
4 个阅读材料
More on Close Price versus Adjusted Close Price10分钟
More on the Sharpe Ratio10分钟
Sample Returns Spreadsheet (AAPL)10分钟
PDFs of Refresher Video Slides10分钟
2 个练习
Daily Returns Quiz20分钟
Summary Statistics Quiz20分钟
3
完成时间为 3 小时

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

7 个视频 (总计 116 分钟), 5 个阅读材料, 1 个测验
7 个视频
Present and Future Value (Fundamentals of Quantitative Modeling)15分钟
Optimization (Fundamentals of Quantitative Modeling)13分钟
Linear Programming (incl. Solver) (Introduction to Spreadsheets)9分钟
Optimizing with Solver, and Alternative Data Inputs (Modeling Risk and Realities)26分钟
Adding Risk: Managing Investments at Epsilon Delta Capital (Modeling Risk and Realities)18分钟
Using Scenarios for Optimizing Under High Uncertainty, Sensitivity Analysis and Efficient Frontier (Modeling Risk and Realities)15分钟
5 个阅读材料
Videos Explaining the Efficient Frontier and Optimal Risky Portfolio10分钟
More on Portfolio Variance10分钟
More on the Efficient Frontier10分钟
More on Short Selling10分钟
PDFs of Refresher Video Slides10分钟
1 个练习
The Minimum Variance and Optimal Risky Portfolio20分钟
4
完成时间为 1 小时

Step 4: Optional exercise using CAPM tables

3 个视频 (总计 30 分钟), 3 个阅读材料, 1 个测验
3 个视频
Use of Regression Models (Fundamentals of Quantitative Modeling)15分钟
Correlation and Regression (Introduction to Spreadsheets)7分钟
3 个阅读材料
Video on the Capital Asset Pricing Model (CAPM)10分钟
More on the Capital Asset Pricing Model10分钟
PDFs of Refresher Video Slides10分钟
1 个练习
Capital Asset Pricing Model10分钟
4.6
52 个审阅Chevron Right

33%

完成这些课程后已开始新的职业生涯

36%

通过此课程获得实实在在的工作福利

22%

加薪或升职

来自Wharton Business and Financial Modeling Capstone的热门评论

创建者 AVNov 2nd 2017

Good course that helps understand different considerations to take into account when creating models. Well laid out Capstone project to help understand portfolio diversification and Optimal Portfolio.

创建者 RTSep 26th 2016

Really a great set of courses to understand and apply models to many different scenarios. I was able to use the skills I learned right away in my profession. Would definitely recommend.

讲师

Avatar

Richard Lambert

Professor of Accounting
Accounting- Wharton School
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Robert W. Holthausen

Professor
Accounting
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Don Huesman

Managing Director, Wharton Online
Innovation Group- Wharton School
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Richard Waterman

Professor of Statistics
Statistics-Wharton School

关于 宾夕法尼亚大学

The University of Pennsylvania (commonly referred to as Penn) is a private university, located in Philadelphia, Pennsylvania, United States. A member of the Ivy League, Penn is the fourth-oldest institution of higher education in the United States, and considers itself to be the first university in the United States with both undergraduate and graduate studies. ...

关于 商业与金融建模 专项课程

Wharton's Business and Financial Modeling Specialization is designed to help you make informed business and financial decisions. These foundational courses will introduce you to spreadsheet models, modeling techniques, and common applications for investment analysis, company valuation, forecasting, and more. When you complete the Specialization, you'll be ready to use your own data to describe realities, build scenarios, and predict performance....
商业与金融建模

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