À propos de ce cours
4.6
612 notes
122 avis
Spécialisation
100 % en ligne

100 % en ligne

Commencez dès maintenant et apprenez aux horaires qui vous conviennent.
Dates limites flexibles

Dates limites flexibles

Réinitialisez les dates limites selon votre disponibilité.
Heures pour terminer

Approx. 21 heures pour terminer

Recommandé : 9 hours/week...
Langues disponibles

Anglais

Sous-titres : Anglais

Compétences que vous acquerrez

Bond ValuationFinancial MarketsFinanceInvestment
Spécialisation
100 % en ligne

100 % en ligne

Commencez dès maintenant et apprenez aux horaires qui vous conviennent.
Dates limites flexibles

Dates limites flexibles

Réinitialisez les dates limites selon votre disponibilité.
Heures pour terminer

Approx. 21 heures pour terminer

Recommandé : 9 hours/week...
Langues disponibles

Anglais

Sous-titres : Anglais

Programme du cours : ce que vous apprendrez dans ce cours

Semaine
1
Heures pour terminer
5 heures pour terminer

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

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 vidéos (Total 66 min), 11 lectures, 5 quiz
Video9 vidéos
A primer on financial assets7 min
Basics of bond valuation - Part 19 min
Basics of Bond Valuation Part 23 min
Money market instruments9 min
Calculating U.S. Treasury bill prices7 min
U.S Treasury securities8 min
Other long-term debt instruments10 min
Summing up fixed income securities1 min
Reading11 lectures
Lecture handouts: A primer on financial assets10 min
A primer on financial assets- Quiz Solutions10 min
Lecture handouts: Basics of bond valuation10 min
A note on bond valuation10 min
Basics of Bond Valuation- Quiz Solutions10 min
Lecture handouts: Money market instruments10 min
Federal Reserve Bank's Open Market Operations (optional)10 min
Calculating Treasury Bill Prices- Quiz Solutions10 min
Lecture handouts: Long-term debt instruments10 min
Long-term debt instruments- Quiz Solutions10 min
Financial Assets: fixed income securities- Graded Quiz Solutions10 min
Quiz5 exercices pour s'entraîner
A primer on financial assets4 min
Basics of Bond Valuation16 min
Calculating Treasury Bill Prices8 min
Long-term debt instruments22 min
Module 2: Financial assets - fixed income securities20 min
Semaine
3
Heures pour terminer
4 heures pour terminer

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 vidéos (Total 54 min), 9 lectures, 3 quiz
Video7 vidéos
Basics of equity valuation9 min
Derivative securities: Overview5 min
Derivative Securities: Options10 min
Derivative securities: Futures and forward contracts10 min
Traditional vs. alternative asset classes6 min
Summing Up equities and derivatives2 min
Reading9 lectures
A note on equity valuation10 min
Lecture handouts: Equity securities10 min
Equity Securities- Quiz Solutions10 min
Lecture handouts: Derivative securities10 min
A note on option payoffs10 min
An illustration of a foreign currency forward contract10 min
Derivative Securities- Quiz Solutions10 min
Global Alternatives Survey (optional)10 min
Financial assets: Equities and Derivatives- Graded Quiz Solutions10 min
Quiz3 exercices pour s'entraîner
Equity Securities20 min
Derivative securities30 min
Module 3: Financial assets - Equities and derivatives20 min
Semaine
4
Heures pour terminer
3 heures pour terminer

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 vidéos (Total 61 min), 10 lectures, 3 quiz
Video8 vidéos
Major players in financial markets10 min
Primary and secondary markets8 min
Types of order5 min
Margin transactions10 min
Short sales6 min
New trends in securities trading7 min
Summary1 min
Reading10 lectures
Roaring ahead: ETFs have overtaken hedge funds as an investment vehicle (optional)10 min
ETFs Report: A market driven by 'speculators' (optional)10 min
Lecture handouts: Organization of financial markets10 min
Organization of financial markets- Quiz Solutions10 min
Market declines: What is accomplished by banning short-selling? (Optional)10 min
What caused the Flash Crash? (optional)10 min
Lecture handouts: Trading mechanics10 min
Trading Mechanics- Quiz Solutions10 min
Organization of Financial Markets and securities trading: Graded Quiz Solutions10 min
End-of-Course Survey10 min
Quiz3 exercices pour s'entraîner
Organization of financial markets10 min
Trading mechanics20 min
Module 4: Organization of financial markets and securities trading16 min
4.6
122 avisChevron Right
Avantage de carrière

25%

a bénéficié d'un avantage concret dans sa carrière grâce à ce cours

Meilleurs avis

par 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.

par 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.

Enseignant

Avatar

Arzu Ozoguz

Finance Faculty
Jones Graduate School of Business

À propos de 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....

À propos de la Spécialisation Investment and Portfolio Management

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

Foire Aux Questions

  • Une fois que vous êtes inscrit(e) pour un Certificat, vous pouvez accéder à toutes les vidéos de cours, et à tous les quiz et exercices de programmation (le cas échéant). Vous pouvez soumettre des devoirs à examiner par vos pairs et en examiner vous-même uniquement après le début de votre session. Si vous préférez explorer le cours sans l'acheter, vous ne serez peut-être pas en mesure d'accéder à certains devoirs.

  • Lorsque vous vous inscrivez au cours, vous bénéficiez d'un accès à tous les cours de la Spécialisation, et vous obtenez un Certificat lorsque vous avez réussi. Votre Certificat électronique est alors ajouté à votre page Accomplissements. À partir de cette page, vous pouvez imprimer votre Certificat ou l'ajouter à votre profil LinkedIn. Si vous souhaitez seulement lire et visualiser le contenu du cours, vous pouvez accéder gratuitement au cours en tant qu'auditeur libre.

D'autres questions ? Visitez le Centre d'Aide pour les Etudiants.