Unlock the secrets to financial success with our comprehensive course on investing and wealth building. Starting with an in-depth analysis of securities, markets, and diversification principles, you'll gain a solid foundation in investment strategies. As you progress, you'll explore risk and return measures and learn powerful time value of money techniques. The course culminates in exploring the benefits of a diversified portfolio and age-appropriate wealth-building strategies. Enhance your skills through a hands-on case study, preparing you to navigate the financial world with confidence. Join us and take the first step towards a prosperous future!


您将学到什么
Understand the relationship between securities, issuers, stocks and bonds.
Demonstrate risk and return outcomes with a two-asset portfolio.
您将获得的技能
要了解的详细信息

添加到您的领英档案
April 2025
6 项作业
了解顶级公司的员工如何掌握热门技能

该课程共有4个模块
In the course orientation, you'll get to know the course, your classmates, and our learning environment, and gain the technical skills needed. In Module 1, you will gain a comprehensive understanding of the foundational elements of investing. You will explore the intricate relationships between securities, issuers, stocks, and bonds, and delve into various philosophies of investing and wealth-building, including heuristics, biases, and types of risks. Additionally, we will consider the impact of national and global economic events on securities and define the key institutions involved in investing, such as brokers, dealers, custodians, and markets.
涵盖的内容
19个视频3篇阅读材料2个作业1个讨论话题
In this module, you'll delve into various types of portfolio risks, such as beta and standard deviation, and learn to manage them effectively. You'll also explore different types of returns, including arithmetic, geometric, and dollar-weighted, and understand their implications on your investments. Additionally, we'll introduce you to various savings accounts, including IRAs and 529 plans, and provide insights into asset allocation strategies to optimize your investment portfolio. Let's get started on this exciting journey to mastering advanced financial concepts!
涵盖的内容
13个视频3篇阅读材料1个作业
This module will guide you through the intricacies of portfolio diversification, demonstrating risk and return outcomes with a two-asset portfolio and expanding to multi-asset portfolios. You'll learn to build an efficient frontier using indifference curves and explore practical risk tools for investing across various asset classes. Get ready to enhance your understanding of portfolio management and optimize your investment strategies!
涵盖的内容
9个视频3篇阅读材料1个作业
In Module 4 you'll learn to apply time value of money techniques to enhance your savings and explore key wealth milestones for investors at various life stages. From understanding basic TVM concepts to planning for financial health in your 50s, you'll gain valuable insights to help you build and manage wealth effectively over time. Let's embark on this journey to secure your financial future! At the conclusion of this module, you will be ready to complete the final assessment for the course and earn your Coursera certificate!
涵盖的内容
15个视频5篇阅读材料2个作业
位教师

从 Finance 浏览更多内容
- 状态:免费试用
University of Illinois Urbana-Champaign
- 状态:免费试用
University of Illinois Urbana-Champaign
- 状态:免费试用
Corporate Finance Institute
- 状态:预览
人们为什么选择 Coursera 来帮助自己实现职业发展




常见问题
Yes! Although completion of the Coursera course alone is not credit-bearing, it is a required component of a graduate-level Canvas course that can be "stacked" toward advanced credentials such as an academic (transcriptable) graduate certificate or a degree. If you decide to pursue further education, the credits you earn from this course can be applied toward a formal academic program, provided that you meet all the requirements of admission to the certificate or degree.
To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.
When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.
更多问题
提供助学金,