Virtual course of: Udemy |
Say hello to financial analysis done right.
You will master sophisticated investment analysis and portfolio management techniques that are rigorously based on academic and professional literature.
Explore and master the powerful relationships between stock prices, returns, and risk.
Quantify and measure your investment risk, from scratch.
Find out what your financial advisor should do to manage your portfolio, to manage your investments.
Do all this and much more.
manually, as well as in Excel and Google Sheets, working with real-world data.
No prior knowledge is required.
We'll start from the basics and turn it into financial analysis PRO thanks to: 6 SECTIONS TO MASTER (plus, all future updates included).
Introduction: Understanding Investment Safety Relationships and Estimating Returns Understand the powerful relationships between risk, return, and price.
Intuitively explore the basic fundamental law of financial analysis: the law of one price.
Calculate stock returns for dividend-paying stocks and non-dividend-paying stocks, manually.
Download and work with real-world data and estimate stock returns in Excel / Google Sheets.
Estimation of expected returns Estimation of expected returns using the average (mean) method.
Estimation of expected returns using 'state contingent weighted probabilities' Estimation of expected returns using asset pricing models, including the Capital Asset Pricing Model (CAPM).
, y tu que' You'll be able to download relevant data and perform initial financial analysis by calculating expected returns for any stock you want.
Understanding and measuring risks and relationships Estimation of the total risk of an action.
Estimation of the market risk of a share.
As a byproduct of learning how to measure market risk, you'll also learn how to quantify relationships between securities, something that will be a central theme of portfolio management and investment/financial analysis.
As with expected returns, you will learn how to measure risk manually as well as in Excel/Google Sheets.
With a solid understanding of why equations work the way they do, you'll see how Google Sheets can get things wrong and what you can do to make sure you're doing financial analysis without bad or inaccurate estimates.
Portfolio risk and return measurement Estimation of the return of a 2-asset and multi-asset portfolio.
Measure the risk of a 2-asset and multi-asset portfolio.
Find out the 3 factors that influence/impact portfolio risk, one of which is more important than the other two combined! Exploring diversification and optimization Risk reduction through diversification.
Exploration of optimal diversification: number of securities to hold Optimization of portfolio weights to achieve a target expected return.
Minimize your portfolio risk (mathematically) using sound financial analysis techniques.
Diversification Decomposition Investigate and explore why, fundamentally, diversification works for financial analysis / investment analysis.
Rethink the way you measure relationships between values for financial analysis by expanding the current measure.
Explore precisely how and why the most important risk factor influences/impacts portfolio risk.
DESIGNED FOR DISTINCTION We have used the same tried and tested teaching techniques that have helped our clients ace their exams and become certified accountants, get hired by the world's most renowned investment banks, and actually manage theirs.
wallets.
Here's how we'll help you master financial analysis and make you an investment analysis and portfolio management PRO: A Solid Foundation You'll gain a solid foundation of the core fundamentals that drive the entire investment analysis and portfolio management process.
These fundamentals are the essence of financial analysis done right.
Sample Tutorials All major concepts are taught with sample tutorial questions, so you can literally see how we analyze investments and conduct rigorous financial analysis, step by step.
Lots of practice questions Apply what you learn right away with over 150 practice questions, all with impeccably detailed solutions.
Cheat Sheets and Resources Math Proofs, One Page Cheat Sheets, Excel and Google Sheets all included.
Say goodbye to information overload.
Engage with carefully thought-out, clutter-free, and engaging study materials that focus on the financial fundamentals of the 20% that drive the 80% of results.
Easily follow complex financial analysis concepts with great visuals that don't go overboard.
Explore byte-sized conferences that spare no corners so you get the right amount of information to keep you in good standing wherever you go, whatever you do.
Watch how your confidence grows.
Apply what you've learned right away in sample question tutorials and progressively challenging quizzes with impeccably detailed solutions.
Interact with over 150
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