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Investing and Building Wealth

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Investing and Building Wealth

本课程是多个项目的一部分。

位教师：Dr. Craig Lemoine

1,533 人已注册

包含在中

了解更多

4个模块

深入了解一个主题并学习基础知识。

初级等级

推荐体验

1 周完成

在 10 小时一周

灵活的计划

自行安排学习进度

4个模块

深入了解一个主题并学习基础知识。

初级等级

推荐体验

1 周完成

在 10 小时一周

灵活的计划

自行安排学习进度

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

可分享的证书

添加到您的领英档案

作业

6 项作业

授课语言：英语（English）

了解顶级公司的员工如何掌握热门技能

了解关于 Coursera for Business 的更多信息

Petrobras, TATA, Danone, Capgemini, P&G 和 L'Oreal 的徽标

积累特定领域的专业知识

此课程作为的一部分提供

在注册此课程时，您还需要选择一个特定的合作项目。

向行业专家学习新概念
获得对主题或工具的基础理解
通过实践项目培养工作相关技能
获得可共享的职业证书

该课程共有4个模块

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!

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

19个视频总计69分钟

Course Introduction 2分钟
Module 1 Overview 1分钟
Issuers and Securities 5分钟
Common Stock 4分钟
Preferred Stock 3分钟
Bonds 3分钟
Bond Features 3分钟
Mutual Fund Pricing 3分钟
What is the Purpose of Investing 6分钟
Heuristics and Investment Management 6分钟
Cognitive Biases 8分钟
Economic Concepts for Investing 4分钟
Global Economic Concepts 1分钟
Yield Curves 2分钟
Credit Spreads 2分钟
Interest Rates 4分钟
Introduction to Markets 2分钟
Brokers, Dealers & Market Makers 7分钟
Module 1 Wrap-Up 1分钟

3篇阅读材料总计55分钟

Syllabus 20分钟
Updating Your Profile 10分钟
The Stock Market and Investment: Is the Market a Sideshow? – Harvard University 25分钟

2个作业总计60分钟

Orientation Quiz 30分钟
Module 1 | Knowledge Check 30分钟

1个讨论话题总计10分钟

Getting to Know Your Classmates 10分钟

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

13个视频总计58分钟

Module 2 Overview 1分钟
Understanding IRAs 7分钟
529 Plans 5分钟
Asset Classes, You Can’t Pick a Winning Horse 4分钟
Time Horizon 4分钟
Arithmetic Mean 2分钟
Geometric Mean 5分钟
Dollar Weighted Returns 6分钟
Systematic and Unsystematic Risks 6分钟
Risk Management Fundamentals 6分钟
Beta 3分钟
Standard Deviation 7分钟
Module 2 Wrap-Up 1分钟

3篇阅读材料总计55分钟

Beginners' Guide to Asset Allocation, Diversification, and Rebalancing 25分钟
Risk Control in Asset Management: Motives and Concepts 20分钟
The New Science of Asset Allocation: Risk Management in a Multi-Asset World 10分钟

1个作业总计30分钟

Module 2 | Knowledge Check 30分钟

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

9个视频总计43分钟

Module 3 Overview 1分钟
The Magic of Diversification 8分钟
Basics of Correlation 6分钟
Graphing Risk: Indifference Curves 7分钟
Expanding the Portfolio Universe 4分钟
Buckets 4分钟
Bucket Draw 6分钟
Bad Buckets 5分钟
Module 3 Wrap-Up 1分钟

3篇阅读材料总计70分钟

Exploring Portfolio Diversification for Investments for Reducing Risk and Maximizing Returns 20分钟
A Return-Diversification Approach to Portfolio Selection 25分钟
Portfolio Diversification Benefits Before and During the Times of Financial Turmoil 25分钟

1个作业总计30分钟

Module 3 | Knowledge Check 30分钟

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

15个视频总计98分钟

Module 4 Overview 1分钟
Time Value of Money: Basic Concepts 15分钟
Time Value of Money: Future Value of a Single Sum 5分钟
Time Value of Money: Present Value 5分钟
Time Value of Money: Introducing Payments 13分钟
Time Value of Money: Solving for Number of Periods and Interest Rates 9分钟
Time Value of Money: Fun with Future Value 7分钟
Time Value of Money: Fun with Present Value 5分钟
Time Value of Money: Inflation 12分钟
Building Wealth in your 20s 4分钟
How much should I have saved at 30 7分钟
Financial check-up in your 40s 4分钟
Financial health in your 50s 7分钟
Module 4 Wrap-Up 1分钟
Course Summary 1分钟

5篇阅读材料总计80分钟

Time Value of Money (TVM)" – Harvard Business School Online 20分钟
Impact of Time Value of Money 20分钟
Taking Advantage of The Time Value of Money 20分钟
Congratulations! 10分钟
Getting Your Course Certificate 10分钟

2个作业总计120分钟

Module 4 | Knowledge Check 30分钟
Final Assessment 90分钟

获得职业证书

将此证书添加到您的 LinkedIn 个人资料、简历或履历中。在社交媒体和绩效考核中分享。

位教师

Dr. Craig Lemoine

University of Illinois Urbana-Champaign

11 门课程 8,892 名学生

提供方

University of Illinois Urbana-Champaign

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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.

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