This plan includes
- Limited free courses access
- Play & Pause Course Videos
- Video Recorded Lectures
- Learn on Mobile/PC/Tablet
- Quizzes and Real Projects
- Lifetime Course Certificate
- Email & Chat Support
What you'll learn?
- Objective of Investment decision
- Investment Analysis and Portfolio Management
- Fixed Income Securities
- Modern Portfolio Theory
- Investment management
Course Overview
This course will cover following topics in Investment analysis and Portfolio Management course
1. OBJECTIVES OF INVESTMENT DECISIONS
Introduction
Types of investors (individuals and Institutions)
Constraints , Liquidity , investment horizons and Taxation
2. FINANCIAL MARKETS
Primary and Secondary Markets, Trading in Secondary Markets
The Money Market (T-Bills, commercial Paper and cd)
he Bond Market (Treasury Notes (T-Notes) and T-Bonds, state and Municipal Government bonds, Corporate Bonds and International bonds)
3. FIXED INCOME SECURITIES
The Time Value of Money, Simple and Compound Interest Rates, Bond Pricing Fundamentals ,bond Yields and Interest Rates
4. CAPITAL MARKET EFFICIENCY
Market Efficiency (Weak-form Market Efficiency, Semi-strong Market Efficiency & Strong Market Efficiency)
5. FINANCIAL ANALYSIS AND VALUATION
The Analysis of Financial Statement
Income Statement (Profit & Loss) , Balance Sheet & Cash Flow Statement
Financial Ratios (Return, Operation and, Profitability Ratios)
The valuation of common stocks
6. MODERN PORTFOLIO THEORY
Diversification and Portfolio Risks
The equilibrium Module: The Capital Asset Pricing Module
7. MODERN PORTFOLIO THEORY
Introduction, Forwards and Futures , Call and Put Options, Forward and Future Pricing
Option Pricing
8. INVESTMENT MANAGEMENT
Investment Companies
Active vs. Passive Portfolio Management
Classification of funds
The other Investment Companies
Performance assessment of managed funds (Sharpe Ratio, Traynor Ratio & Jensen measure or (Portfolio Alpha) .
Pre-requisites
- Person should have graduate degree in any discipline
Target Audience
- Person who wants to invest Investment Analysis and Portfolio Management
Curriculum 10 Lectures 03:42:49
-
Section 1 : basics of portfolio management course
- Lecture 2 :
- Objective of Investment decision
-
Section 2 : Fixed Income Securities
- Lecture 1 :
- Fixed Income Securities
-
Section 3 : Modern Portfolio Theory
- Lecture 1 :
- Modern Portfolio Theory
-
Section 4 : Investment management
- Lecture 1 :
- Investment management
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Section 5 : Portfolio Performance Ratios (Sharpe ratio, Traynor, Portfolio alpha)
- Lecture 1 :
- Portfolio Performance Ratios (Sharpe ratio, Traynor, Portfolio alpha)
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Section 6 : Financial ratios
- Lecture 1 :
- Basic of financial statements
- Lecture 2 :
- Income statements or profit loss statements
- Lecture 3 :
- Balance sheets
- Lecture 4 :
- Financial ratios
Our learners work at
Frequently Asked Questions
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How do i access the course after purchase?
It's simple. When you sign up, you'll immediately have unlimited viewing of thousands of expert courses, paths to guide your learning, tools to measure your skills and hands-on resources like exercise files. There’s no limit on what you can learn and you can cancel at any time. -
Are these video based online self-learning courses?
Yes. All of the courses comes with online video based lectures created by certified instructors. Instructors have crafted these courses with a blend of high quality interactive videos, lectures, quizzes & real world projects to give you an indepth knowledge about the topic. -
Can i play & pause the course as per my convenience?
Yes absolutely & thats one of the advantage of self-paced courses. You can anytime pause or resume the course & come back & forth from one lecture to another lecture, play the videos mulitple times & so on. -
How do i contact the instructor for any doubts or questions?
Most of these courses have general questions & answers already covered within the course lectures. However, if you need any further help from the instructor, you can use the inbuilt Chat with Instructor option to send a message to an instructor & they will reply you within 24 hours. You can ask as many questions as you want. -
Do i need a pc to access the course or can i do it on mobile & tablet as well?
Brilliant question? Isn't it? You can access the courses on any device like PC, Mobile, Tablet & even on a smart tv. For mobile & a tablet you can download the Learnfly android or an iOS app. If mobile app is not available in your country, you can access the course directly by visting our website, its fully mobile friendly. -
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Is there any free trial?
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Can i cancel anytime?
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