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学生对 Rice University 提供的 Global Financial Markets and Instruments 的评价和反馈

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2,187 个评分

课程概述

Get a running start in the high-stakes world of financial investment! This first course is designed to help you become an informed investor by providing you with the essential concepts for long-term success in managing money. You’ll start by learning the role of financial markets and financial assets in a well-functioning economy. From there, you’ll learn about the wide range of financial instruments available in major asset classes, their features and valuations. You’ll explore how financial markets actually operate in the real world, focusing on how and where securities are traded and how various market types differ from one another in practice. You will also learn the basics of algorithmic trading, dark pools, buying on margin and short selling. By the end of the course, learners will be able to: • List and distinguish the different financial instruments available to an investor • Compare global financial markets • Explain the features of equity, debt, and derivative instruments • Define traditional and alternative asset classes • Discuss different trading venues and mechanics of securities trading • Discuss the current trends affecting today’s financial markets This course is designed to be accessible for students of all knowledge levels and gives you the actionable foundation needed to manage money in a post-crisis world. ________________________________________ WEEK 1 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 Assets, 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. Topics covered include: • Familiarize with the organization of the class • Meet the professor and your peers • Explain the investment management process • Review elementary concepts in finance • Compute present value or future value of a single cash flow • Compute present value of future value of a stream of cash flows • Define an annuity or perpetuity • Apply time value of money tools to solve basic mortgage, loan or retirement problems ________________________________________ WEEK 2 Module 2: Financial system & financial assets: fixed income securities In this and the next two modules, 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. Topics covered include: • Explain the roles of financial markets • Distinguish between real and financial assets • Define and explain money market instruments, zero-coupon and coupon- bonds and features • Identify the cash flows associated with fixed-income securities • Define and explain bond market features • List the different types of Treasury securities and explain pricing and quoting conventions • List and define other long-term debt instruments such as corporate bonds, mortgage-backed securities, sovereign debt • Find the value of a zero-coupon or coupon-bonds ________________________________________ WEEK 3 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. Topics covered include: • Distinguish between equities and fixed income securities • Define and explain the features of equity securities • Identify the cash flows associated with equity securities • Explain dividend discount model • Find the value of a share of common stock or preferred stock • Define and list different types of derivative securities • Explain option payoffs • Distinguish between a forward and futures contract • Explain forward and futures payoffs • Identify traditional and alternative asset classes ________________________________________ WEEK 4 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. Topics covered include • Explain the roles of corporations, households, government, and financial intermediaries in the financial system • Explain price discovery process • Define different type of orders • Distinguish between dealer vs. auction markets; different trading platforms • Explain margin buying and short-selling transactions • Understand the current trading environment such as algorithmic or high frequency trading, dark pools etc....

热门审阅

ZE

May 30, 2020

Arzu Ozoguz is an exellent teacher - so nice and calm, I liked her explanations very much! There were some problems with quizzies but with solutiom=ns it becomes clear.Thank you for the opportunity!

OY

Apr 17, 2022

T​he subject was simplified for beginners in the field of financial market instruments. Instructor explained all the details very clearly. Overall I had a very positive experience with the class

筛选依据：

351 - Global Financial Markets and Instruments 的 375 个评论（共 433 个）

创建者 vaibhav j

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Oct 6, 2025

arzu mam is not very good for this course

创建者 Khalid S

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Sep 23, 2022

well teached by Professor Arzu

Thanks

创建者 Jean C

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Sep 7, 2021

Good overview of basic concepts

创建者 HARISH S

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Jul 1, 2021

Very Clean Introductory Course.

创建者 Le N

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Sep 19, 2017

This class is very challenging

创建者 Syed I S

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Apr 18, 2020

That was a great experience.

创建者 Anthony J S C

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Jun 17, 2017

It is really a good course

创建者 Jorge E A G

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Jan 11, 2017

Es muy buena introducción.

创建者 Giuseppe D S

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May 13, 2022

Clear and concise.

创建者 LUIS A S

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May 13, 2020

MUY RECOMENDABLE

创建者 Irina Z

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Dec 5, 2017

Good information

创建者 Alvaro G

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Sep 10, 2025

Great Course!!

创建者 RAGSHANA A

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Nov 9, 2020

perfect course

创建者 CHABANE M A

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Apr 1, 2023

very helpfull

创建者 Yadhu K

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Aug 30, 2022

Its Awesome

创建者 Neelkanth S M

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Sep 24, 2019

I was good

创建者 ANTON G

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Jan 20, 2022

too brief

创建者 YashKumar S

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Jun 24, 2020

good one!

创建者 nityaaditya n

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Sep 29, 2020

great

创建者 Ram Y

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Aug 25, 2024

Good

创建者 Saumya R

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Jul 16, 2020

best

创建者 Shady A

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Jul 4, 2021

the course is very informative but I would say the material is shallowly explained

many sessions I had to go online on several websites to understand about the subject in more depth which is essential for solving the quizzes (course's Duty) and also to the whole leaning process .

for Example :

Calculating the rate of return on a specified instrument was very hard when there are many future years (5 years from now) it would be a fraction's denominator powered by 5 and 4 and 3 ,the lectures didn't even mention anything on how to calculate this argument

on the Equity chapter for example it's not clear which formula should be used and in what situations. (even after going back on the lectures 3 Times) This made me fail several times the financial assets summary Exam- week3 (see the forum on how many questions there are on this section- not answered)

Arzu is a great teacher but she should go more in the specifics, even though this is a beginner level course, we're talking about investing here

I don't see the forum useful, there is no movement there, people/staff/instructor Rarely reply (Exploded questions unanswered for 6 months already and no body cares)

I would say: go learn Investing somewhere else or read on google.

创建者 J. I B

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Jan 12, 2021

The material is very well organized, compacted, digested. That's great. My big concern has been the lack of support in the forums. That's fundamental to me and I didn't get almost any answers to my questions neither from instructors nor others. Also would be great if the accompanying notes to the videos have the complete examples. Also a little more detail on types of order details would be very useful. Overall I'm satisfied with the course and gonna keep with the rest of the series.

创建者 ppietrus

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Sep 20, 2024

Interesting topics but this is really an intro only. Initial modules are a bit more thorough than subsequent ones (there are actually formulas - mostly explained how to calculate things), but once we get to stocks trading, margins and short selling it is more and more general. Nonetheless the material is interesting and it does provide a general overview of what is what.

创建者 DONNA C

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Nov 28, 2020

The course material was extensive. Numbers are not my deal, so the 3 was more my limited knowledge than the content of the course and the instructor. I still struggle with numbers and word problems. But i was satisfied with the course material and the presentation of the materials.