Acerca de este Curso
4.6
610 calificaciones
122 revisiones
Programa Especializado
100 % en línea

100 % en línea

Comienza de inmediato y aprende a tu propio ritmo.
Fechas límite flexibles

Fechas límite flexibles

Restablece las fechas límite en función de tus horarios.
Horas para completar

Aprox. 21 horas para completar

Sugerido: 9 hours/week...
Idiomas disponibles

Inglés (English)

Subtítulos: Inglés (English)

Habilidades que obtendrás

Bond ValuationFinancial MarketsFinanceInvestment
Programa Especializado
100 % en línea

100 % en línea

Comienza de inmediato y aprende a tu propio ritmo.
Fechas límite flexibles

Fechas límite flexibles

Restablece las fechas límite en función de tus horarios.
Horas para completar

Aprox. 21 horas para completar

Sugerido: 9 hours/week...
Idiomas disponibles

Inglés (English)

Subtítulos: Inglés (English)

Programa - Qué aprenderás en este curso

Semana
1
Horas para completar
5 horas para completar

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 videos (Total 75 min), 15 readings, 5 quizzes
Video17 videos
Meet the Professor!2m
What is the investment management process?4m
Back to basics (Part 1.1): What is time value of money?5m
Back to Basics (Part 1.2): Finding the future value of a cash flow4m
Back to Basics (Part 1.3): Finding the present value of a cash flow3m
Back to basics (Part 2.1): What are annuities?9m
Back to basics (Part 2.2): Annuities example: Retirement problem2m
Back to basics (Part 2.3): Finding the present value of annuities4m
Back to basics (Part 2.4): Annuities Example: Loan Problem3m
Back to basics (Part 3.1): Computing the effective annual interest rate6m
Back to basics (Part 3.2): Computing an effective rate over any period2m
Back to basics (Part 3.3): Examples, examples, and more examples3m
Back to basics (Part 3.4): Computing continuously compounded rates3m
Back to basics (Part 4.1): Valuing perpetuities and growing perpetuities6m
Back to basics (Part 4.2): Valuing growing annuities4m
Using elementary finance tools – Summary2m
Reading15 lecturas
Course syllabus10m
Meet & Greet: Get to know your classmates10m
Grading Policy10m
How to use discussion forums10m
Pre-Course Survey10m
Lecture handouts: Review of Elementary Finance Tools Part 110m
Review of Elementary Finance Tools Part 1- Quiz Solutions10m
Lecture handouts: Review of Elementary Finance Tools Part 210m
Review of Elementary Finance Tools Part 2- Quiz Solutions10m
Lecture handouts: Review of Elementary Finance Tools Part 310m
Review of Elementary Finance Tools Part 3- Quiz Solutions10m
Lecture handouts: Review of Elementary Finance Tools Part 410m
Review of Elementary Finance Tools Part 4- Quiz Solutions10m
Review of Elementary Finance Tools- Graded Quiz Solutions10m
Listen to Bloomberg's Masters in Business: Interview with Vanguard CEO Bill McNabb10m
Quiz5 ejercicios de práctica
Review of Elementary Finance Tools Part 18m
Review of Elementary Finance Tools Part 28m
Review of Elementary Finance Tools Part 314m
Review of Elementary Finance Tools Part 48m
Module 1: Review of Elementary Finance Tools20m
Semana
2
Horas para completar
4 horas para completar

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 videos (Total 66 min), 11 readings, 5 quizzes
Video9 videos
A primer on financial assets7m
Basics of bond valuation - Part 19m
Basics of Bond Valuation Part 23m
Money market instruments9m
Calculating U.S. Treasury bill prices7m
U.S Treasury securities8m
Other long-term debt instruments10m
Summing up fixed income securities1m
Reading11 lecturas
Lecture handouts: A primer on financial assets10m
A primer on financial assets- Quiz Solutions10m
Lecture handouts: Basics of bond valuation10m
A note on bond valuation10m
Basics of Bond Valuation- Quiz Solutions10m
Lecture handouts: Money market instruments10m
Federal Reserve Bank's Open Market Operations (optional)10m
Calculating Treasury Bill Prices- Quiz Solutions10m
Lecture handouts: Long-term debt instruments10m
Long-term debt instruments- Quiz Solutions10m
Financial Assets: fixed income securities- Graded Quiz Solutions10m
Quiz5 ejercicios de práctica
A primer on financial assets4m
Basics of Bond Valuation16m
Calculating Treasury Bill Prices8m
Long-term debt instruments22m
Module 2: Financial assets - fixed income securities20m
Semana
3
Horas para completar
4 horas para completar

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 videos (Total 54 min), 9 readings, 3 quizzes
Video7 videos
Basics of equity valuation9m
Derivative securities: Overview5m
Derivative Securities: Options10m
Derivative securities: Futures and forward contracts10m
Traditional vs. alternative asset classes6m
Summing Up equities and derivatives2m
Reading9 lecturas
A note on equity valuation10m
Lecture handouts: Equity securities10m
Equity Securities- Quiz Solutions10m
Lecture handouts: Derivative securities10m
A note on option payoffs10m
An illustration of a foreign currency forward contract10m
Derivative Securities- Quiz Solutions10m
Global Alternatives Survey (optional)10m
Financial assets: Equities and Derivatives- Graded Quiz Solutions10m
Quiz3 ejercicios de práctica
Equity Securities20m
Derivative securities30m
Module 3: Financial assets - Equities and derivatives20m
Semana
4
Horas para completar
3 horas para completar

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 videos (Total 61 min), 10 readings, 3 quizzes
Video8 videos
Major players in financial markets10m
Primary and secondary markets8m
Types of order5m
Margin transactions10m
Short sales6m
New trends in securities trading7m
Summary1m
Reading10 lecturas
Roaring ahead: ETFs have overtaken hedge funds as an investment vehicle (optional)10m
ETFs Report: A market driven by 'speculators' (optional)10m
Lecture handouts: Organization of financial markets10m
Organization of financial markets- Quiz Solutions10m
Market declines: What is accomplished by banning short-selling? (Optional)10m
What caused the Flash Crash? (optional)10m
Lecture handouts: Trading mechanics10m
Trading Mechanics- Quiz Solutions10m
Organization of Financial Markets and securities trading: Graded Quiz Solutions10m
End-of-Course Survey10m
Quiz3 ejercicios de práctica
Organization of financial markets10m
Trading mechanics20m
Module 4: Organization of financial markets and securities trading16m
4.6
122 revisionesChevron Right
Beneficio de la carrera

83%

consiguió un beneficio tangible en su carrera profesional gracias a este curso

Principales revisiones

por 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.

por 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.

Instructor

Avatar

Arzu Ozoguz

Finance Faculty
Jones Graduate School of Business

Acerca 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....

Acerca del programa especializado 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

Preguntas Frecuentes

  • Una vez que te inscribes para obtener un Certificado, tendrás acceso a todos los videos, cuestionarios y tareas de programación (si corresponde). Las tareas calificadas por compañeros solo pueden enviarse y revisarse una vez que haya comenzado tu sesión. Si eliges explorar el curso sin comprarlo, es posible que no puedas acceder a determinadas tareas.

  • Cuando te inscribes en un curso, obtienes acceso a todos los cursos que forman parte del Programa especializado y te darán un Certificado cuando completes el trabajo. Se añadirá tu Certificado electrónico a la página Logros. Desde allí, puedes imprimir tu Certificado o añadirlo a tu perfil de LinkedIn. Si solo quieres leer y visualizar el contenido del curso, puedes auditar el curso sin costo.

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