課程信息

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學生職業成果

30%

完成這些課程後已開始新的職業生涯

33%

通過此課程獲得實實在在的工作福利

22%

加薪或升職
可分享的證書
完成後獲得證書
100% 在線
立即開始,按照自己的計劃學習。
第 5 門課程(共 5 門)
可靈活調整截止日期
根據您的日程表重置截止日期。
完成時間大約為11 小時
英語(English)
字幕:英語(English)

您將獲得的技能

Summary StatisticsFinancial ModelingDiversification (Finance)Investment

學生職業成果

30%

完成這些課程後已開始新的職業生涯

33%

通過此課程獲得實實在在的工作福利

22%

加薪或升職
可分享的證書
完成後獲得證書
100% 在線
立即開始,按照自己的計劃學習。
第 5 門課程(共 5 門)
可靈活調整截止日期
根據您的日程表重置截止日期。
完成時間大約為11 小時
英語(English)
字幕:英語(English)

提供方

宾夕法尼亚大学 徽標

宾夕法尼亚大学

教學大綱 - 您將從這門課程中學到什麼

1

1

完成時間為 1 小時

Getting Started

完成時間為 1 小時
3 個閱讀材料
3 個閱讀材料
Project Description - Read me first!10分鐘
Project Prompt10分鐘
Historical Stock Data10分鐘
1 個練習
Project Scope Quiz10分鐘
2

2

完成時間為 3 小時

Steps 1 and 2: Yahoo Finance

完成時間為 3 小時
6 個視頻 (總計 101 分鐘), 4 個閱讀材料, 2 個測驗
6 個視頻
How Models are Used in Practice (Fundamentals of Quantitative Modeling)10分鐘
Mathematical Functions (Fundamentals of Quantitative Modeling)20分鐘
Navigating a Spreadsheet and Crafting Formulas (Introduction to Spreadsheets)19分鐘
How To Build an Optimization Model: Hudson Readers Ad Campaign (Modeling Risk and Realities)13分鐘
Data and Visualization: Graphical Representation (Modeling Risk and Realities)22分鐘
4 個閱讀材料
More on Close Price versus Adjusted Close Price10分鐘
More on the Sharpe Ratio10分鐘
Sample Returns Spreadsheet (AAPL)10分鐘
PDFs of Refresher Video Slides10分鐘
2 個練習
Daily Returns Quiz20分鐘
Summary Statistics Quiz20分鐘
3

3

完成時間為 3 小時

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

完成時間為 3 小時
7 個視頻 (總計 116 分鐘), 5 個閱讀材料, 1 個測驗
7 個視頻
Present and Future Value (Fundamentals of Quantitative Modeling)15分鐘
Optimization (Fundamentals of Quantitative Modeling)13分鐘
Linear Programming (incl. Solver) (Introduction to Spreadsheets)9分鐘
Optimizing with Solver, and Alternative Data Inputs (Modeling Risk and Realities)26分鐘
Adding Risk: Managing Investments at Epsilon Delta Capital (Modeling Risk and Realities)18分鐘
Using Scenarios for Optimizing Under High Uncertainty, Sensitivity Analysis and Efficient Frontier (Modeling Risk and Realities)15分鐘
5 個閱讀材料
Videos Explaining the Efficient Frontier and Optimal Risky Portfolio10分鐘
More on Portfolio Variance10分鐘
More on the Efficient Frontier10分鐘
More on Short Selling10分鐘
PDFs of Refresher Video Slides10分鐘
1 個練習
The Minimum Variance and Optimal Risky Portfolio20分鐘
4

4

完成時間為 1 小時

Step 4: Optional exercise using CAPM tables

完成時間為 1 小時
3 個視頻 (總計 30 分鐘), 3 個閱讀材料, 1 個測驗
3 個視頻
Use of Regression Models (Fundamentals of Quantitative Modeling)15分鐘
Correlation and Regression (Introduction to Spreadsheets)7分鐘
3 個閱讀材料
Video on the Capital Asset Pricing Model (CAPM)10分鐘
More on the Capital Asset Pricing Model10分鐘
PDFs of Refresher Video Slides10分鐘
1 個練習
Capital Asset Pricing Model10分鐘

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關於 商业与金融建模 專項課程

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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