課程信息
4.5
589 個評分
119 個審閱
專項課程

第 1 門課程(共 5 門),位於

100% 在線

100% 在線

立即開始,按照自己的計劃學習。
可靈活調整截止日期

可靈活調整截止日期

根據您的日程表重置截止日期。
完成時間(小時)

完成時間大約為21 小時

建議:9 hours/week...
可選語言

英語(English)

字幕:英語(English)...

您將獲得的技能

Bond ValuationFinancial MarketsFinanceInvestment
專項課程

第 1 門課程(共 5 門),位於

100% 在線

100% 在線

立即開始,按照自己的計劃學習。
可靈活調整截止日期

可靈活調整截止日期

根據您的日程表重置截止日期。
完成時間(小時)

完成時間大約為21 小時

建議:9 hours/week...
可選語言

英語(English)

字幕:英語(English)...

教學大綱 - 您將從這門課程中學到什麼

1
完成時間(小時)
完成時間為 5 小時

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 個視頻(共 75 分鐘), 15 個閱讀材料, 5 個測驗
Video17 個視頻
Meet the Professor!2分鐘
What is the investment management process?4分鐘
Back to basics (Part 1.1): What is time value of money?5分鐘
Back to Basics (Part 1.2): Finding the future value of a cash flow4分鐘
Back to Basics (Part 1.3): Finding the present value of a cash flow3分鐘
Back to basics (Part 2.1): What are annuities?9分鐘
Back to basics (Part 2.2): Annuities example: Retirement problem2分鐘
Back to basics (Part 2.3): Finding the present value of annuities4分鐘
Back to basics (Part 2.4): Annuities Example: Loan Problem3分鐘
Back to basics (Part 3.1): Computing the effective annual interest rate6分鐘
Back to basics (Part 3.2): Computing an effective rate over any period2分鐘
Back to basics (Part 3.3): Examples, examples, and more examples3分鐘
Back to basics (Part 3.4): Computing continuously compounded rates3分鐘
Back to basics (Part 4.1): Valuing perpetuities and growing perpetuities6分鐘
Back to basics (Part 4.2): Valuing growing annuities4分鐘
Using elementary finance tools – Summary2分鐘
Reading15 個閱讀材料
Course syllabus10分鐘
Meet & Greet: Get to know your classmates10分鐘
Grading Policy10分鐘
How to use discussion forums10分鐘
Pre-Course Survey10分鐘
Lecture handouts: Review of Elementary Finance Tools Part 110分鐘
Review of Elementary Finance Tools Part 1- Quiz Solutions10分鐘
Lecture handouts: Review of Elementary Finance Tools Part 210分鐘
Review of Elementary Finance Tools Part 2- Quiz Solutions10分鐘
Lecture handouts: Review of Elementary Finance Tools Part 310分鐘
Review of Elementary Finance Tools Part 3- Quiz Solutions10分鐘
Lecture handouts: Review of Elementary Finance Tools Part 410分鐘
Review of Elementary Finance Tools Part 4- Quiz Solutions10分鐘
Review of Elementary Finance Tools- Graded Quiz Solutions10分鐘
Listen to Bloomberg's Masters in Business: Interview with Vanguard CEO Bill McNabb10分鐘
Quiz5 個練習
Review of Elementary Finance Tools Part 18分鐘
Review of Elementary Finance Tools Part 28分鐘
Review of Elementary Finance Tools Part 314分鐘
Review of Elementary Finance Tools Part 48分鐘
Module 1: Review of Elementary Finance Tools20分鐘
2
完成時間(小時)
完成時間為 4 小時

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 個視頻(共 66 分鐘), 11 個閱讀材料, 5 個測驗
Video9 個視頻
A primer on financial assets7分鐘
Basics of bond valuation - Part 19分鐘
Basics of Bond Valuation Part 23分鐘
Money market instruments9分鐘
Calculating U.S. Treasury bill prices7分鐘
U.S Treasury securities8分鐘
Other long-term debt instruments10分鐘
Summing up fixed income securities1分鐘
Reading11 個閱讀材料
Lecture handouts: A primer on financial assets10分鐘
A primer on financial assets- Quiz Solutions10分鐘
Lecture handouts: Basics of bond valuation10分鐘
A note on bond valuation10分鐘
Basics of Bond Valuation- Quiz Solutions10分鐘
Lecture handouts: Money market instruments10分鐘
Federal Reserve Bank's Open Market Operations (optional)10分鐘
Calculating Treasury Bill Prices- Quiz Solutions10分鐘
Lecture handouts: Long-term debt instruments10分鐘
Long-term debt instruments- Quiz Solutions10分鐘
Financial Assets: fixed income securities- Graded Quiz Solutions10分鐘
Quiz5 個練習
A primer on financial assets4分鐘
Basics of Bond Valuation16分鐘
Calculating Treasury Bill Prices8分鐘
Long-term debt instruments22分鐘
Module 2: Financial assets - fixed income securities20分鐘
3
完成時間(小時)
完成時間為 4 小時

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 個視頻(共 54 分鐘), 9 個閱讀材料, 3 個測驗
Video7 個視頻
Basics of equity valuation9分鐘
Derivative securities: Overview5分鐘
Derivative Securities: Options10分鐘
Derivative securities: Futures and forward contracts10分鐘
Traditional vs. alternative asset classes6分鐘
Summing Up equities and derivatives2分鐘
Reading9 個閱讀材料
A note on equity valuation10分鐘
Lecture handouts: Equity securities10分鐘
Equity Securities- Quiz Solutions10分鐘
Lecture handouts: Derivative securities10分鐘
A note on option payoffs10分鐘
An illustration of a foreign currency forward contract10分鐘
Derivative Securities- Quiz Solutions10分鐘
Global Alternatives Survey (optional)10分鐘
Financial assets: Equities and Derivatives- Graded Quiz Solutions10分鐘
Quiz3 個練習
Equity Securities20分鐘
Derivative securities30分鐘
Module 3: Financial assets - Equities and derivatives20分鐘
4
完成時間(小時)
完成時間為 3 小時

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 個視頻(共 61 分鐘), 10 個閱讀材料, 3 個測驗
Video8 個視頻
Major players in financial markets10分鐘
Primary and secondary markets8分鐘
Types of order5分鐘
Margin transactions10分鐘
Short sales6分鐘
New trends in securities trading7分鐘
Summary1分鐘
Reading10 個閱讀材料
Roaring ahead: ETFs have overtaken hedge funds as an investment vehicle (optional)10分鐘
ETFs Report: A market driven by 'speculators' (optional)10分鐘
Lecture handouts: Organization of financial markets10分鐘
Organization of financial markets- Quiz Solutions10分鐘
Market declines: What is accomplished by banning short-selling? (Optional)10分鐘
What caused the Flash Crash? (optional)10分鐘
Lecture handouts: Trading mechanics10分鐘
Trading Mechanics- Quiz Solutions10分鐘
Organization of Financial Markets and securities trading: Graded Quiz Solutions10分鐘
End-of-Course Survey10分鐘
Quiz3 個練習
Organization of financial markets10分鐘
Trading mechanics20分鐘
Module 4: Organization of financial markets and securities trading16分鐘
4.5
119 個審閱Chevron Right
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通過此課程獲得實實在在的工作福利

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創建者 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.

創建者 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.

講師

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Arzu Ozoguz

Finance Faculty
Jones Graduate School of Business

關於 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....

關於 Investment and Portfolio Management 專項課程

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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