Фондовый рынок для частных инвесторов сегмента Mass Affluent и HNW from Coursera

Курс знакомит слушателей с видами посредников и финансовых инструментов, существующими на фондовом рынке для частных инвесторов, обладающих свободными средствами от 100 тыс до 5 млн долларов США (сегменты Mass Affluent и High Net Worth); определяет разницу между традиционными финансовыми инструментами и услугами, доступными сегменту Mass Retail; и активами и посредниками, разрешенными выбранному сегменту; описывает преимущества индивидуального доверительного управления и алгоритм индивидуального консультирования; помогает правильно интерпретировать основные характеристики альтернативных активов, таких как паи фондов закрытого типа для квалифицированных инвесторов, структурированные продукты и осознавать риски, с ними связанные. Курс рассчитан на учащихся экономических специальностей, но также будет полезен всем заинтересованным в частном инвестировании. Курс состоит из четырех недель, каждая из которых включает видео (в том числе разборы кейсов), литературу для самостоятельного изучения, а также проверочный материал. В рамках курса подразумеваются следующие виды проверочного материала: - промежуточные вопросы в формате multiple choice (тестирование по итогам каждой учебной недели). После изучения курса слушатели будут Знать: 1. Пути выхода на фондовый рынок, доступные инвесторам выбранного сегмента и факторы, определяющие их выбор; 2. Основные тенденции развития данного сегмента и его инвестиционных предпочтений; 3. Налогообложение инструментов, доступных квалифицированным инвесторам; 4. Основные этапы и принципы инвестиционного консультирования, типы мировоззрения; 5. Виды инвестиционных компаний, предназначенных только для квалифицированных инвесторов; 6. Основные типы структурированных продуктов и принципы их работы. Уметь: 1. Выставлять брокерские заявки; 2. Определять основные факторы, влияющие на структуру инвестиционного портфеля; определять основные шаги сотрудничества с доверительным управляющим или инвестиционным консультантом; 3. Выявлять риски, связанные с инвестированием в фонды альтернативных инвестиций; 4. Верно трактовать составляющие структурированных продуктов и их риски. Владеть: 1. Понятийным-категориальным аппаратом в области частных инвестиций; 2. Начальными навыками анализа структурированных продуктов и их составляющих; 3. Основами качественной и количественной оценки рисков вложений в альтернативные инструменты; 4. Методами финансовой дисциплины и самоконтроля. Основной целью курса является обучение теоретическим основам и практическим навыкам, необходимым квалифицированному частному инвестору для выбора инструментов и посредников на фондовом рынке. Задачи курса: - изучение особенностей и тенденций развития мирового рынка частных инвестиций на современном этапе; - определение основных инструментов, доступных инвесторам выбранного сегмента, и рисков, с ними связанных; - приобретение учащимися навыков общения с инвестиционными посредниками; - знакомство с деятельностью закрытых инвестиционных фондов; - разбор структурированных продуктов и их составляющих, рисков; - развитие у обучающихся общих навыков аналитической и практической работы.

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Taught by Viktoriya Paramonova, who is recognized for their work in private investment consulting

Examines the nuances of private investments for wealthy individuals

Explores the various perspectives of high net-worth investors

Develops practical skills for assessing investment risk and return

Provides a comprehensive overview of financial instruments for private investors

Caveat: Requires a background in economics or finance

Reviews summary

Compelling comprehensive course on private investing

This course provides a comprehensive overview of private investing for those with substantial assets. Students praise the engaging material, accessible explanations, and practical insights. The course covers a wide range of topics essential for qualified private investors, including investment vehicles, risk management, and financial discipline.

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in Фондовый рынок для частных инвесторов сегмента Mass Affluent и HNW with these activities:

Read 'The Intelligent Investor' by Benjamin Graham

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Read 'The Intelligent Investor' to grasp the principles of value investing and long-term portfolio management.

View The Intelligent Investor, 3rd Ed.: The... on Amazon

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Purchase or borrow a copy of the book.
Read the book thoroughly and take notes.
Highlight and review key concepts such as margin of safety and intrinsic value.
Apply the principles discussed in the book to your own investment decisions.

Find a Mentor in the Financial Industry

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Connect with a mentor in the financial industry to gain valuable insights and guidance from an experienced professional.

Browse courses on Mentoring

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Identify potential mentors through networking events, LinkedIn, or personal connections.
Reach out to the potential mentor and express your interest in learning from them.
Establish regular meetings or communication channels.
Seek advice and guidance on career development, investment strategies, and industry trends.

Practice Reading Financial Statements

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Practice reading and interpreting financial statements to improve your understanding of a company's financial performance.

Browse courses on Financial Statements

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Gather financial statements from an annual report or a company website.
Review the income statement, balance sheet, and cash flow statement.
Analyze key financial ratios such as gross profit margin, return on equity, and debt-to-equity ratio.
Identify trends and patterns in the financial data.

Four other activities

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Follow Online Tutorials on Quantitative Finance

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Enhance your understanding of quantitative finance concepts and techniques through online tutorials.

Browse courses on Quantitative Finance

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Identify reputable online platforms or courses that offer quantitative finance tutorials.
Select tutorials that cover topics relevant to your interests and learning objectives.
Follow the tutorials step-by-step and complete the exercises or assignments.
Apply the techniques learned in the tutorials to real-world financial data and models.

Create a Mock Investment Portfolio

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Create a mock investment portfolio to apply your understanding of portfolio management and risk assessment.

Browse courses on Investment Portfolio

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Choose a target investment amount and risk tolerance.
Research different asset classes (e.g., stocks, bonds, ETFs).
Select individual stocks or exchange-traded funds (ETFs) for your portfolio.
Monitor and adjust your portfolio regularly.
Analyze the performance of your portfolio against a benchmark.

Mentor a Beginner Investor

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Share your knowledge and experience with a beginner investor to reinforce your understanding and contribute to their financial literacy.

Browse courses on Mentoring

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Identify a beginner investor who is interested in learning about investing.
Establish regular meetings or communication channels.
Share your insights on investment principles and strategies.
Provide guidance and support to help them make informed investment decisions.

Contribute to an Open-Source Investment Platform

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Contribute to an open-source investment platform to enhance your understanding of financial technologies and software development.

Browse courses on Open Source

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Identify an open-source investment platform that aligns with your interests and skills.
Familiarize yourself with the platform's codebase and documentation.
Propose and implement a new feature or enhancement to the platform.
Submit your contribution for review and merge.
Collaborate with other developers and maintain the platform.

Career center

Learners who complete Фондовый рынок для частных инвесторов сегмента Mass Affluent и HNW will develop knowledge and skills that may be useful to these careers:

Wealth Manager

A Wealth Manager provides financial advice and guidance to wealthy individuals and families. They help clients with a variety of financial planning needs, such as investment planning, retirement planning, and estate planning. This course may be useful for those who want to become Wealth Managers as it provides a foundation in financial markets, investment strategies, and risk management.

See salaries and explore the career path for Wealth Manager

Risk Manager

A Risk Manager identifies, assesses, and mitigates financial risks. They work for banks, insurance companies, and other financial institutions. This course may be helpful for those who want to become Risk Managers as it provides a foundation in financial markets, investment strategies, and risk management.

See salaries and explore the career path for Risk Manager

Fund Manager

A Fund Manager manages investment portfolios for mutual funds, hedge funds, and other investment vehicles. They make investment decisions and oversee the performance of the portfolio. This course may be helpful for those who want to become Fund Managers as it provides a foundation in financial markets, investment strategies, and risk management.

See salaries and explore the career path for Fund Manager

Financial Advisor

A Financial Advisor provides financial advice and guidance to individuals and families. They help clients with a variety of financial planning needs, such as retirement planning, investment planning, and estate planning. This course may be useful for those who want to become Financial Advisors as it provides a foundation in financial markets, investment strategies, and risk management.

See salaries and explore the career path for Financial Advisor

Trader

A Trader buys and sells financial instruments, such as stocks, bonds, and currencies. They work for investment banks, hedge funds, and other financial institutions. This course may be helpful for those who want to become Traders as it provides a foundation in financial markets, investment strategies, and risk management.

See salaries and explore the career path for Trader

Private Equity Investor

A Private Equity Investor invests in private companies, typically through private equity funds. They look for companies with high growth potential and work to increase the value of their investments. This course may be useful for those who want to become Private Equity Investors as it provides a foundation in financial markets, investment strategies, and risk management.

See salaries and explore the career path for Private Equity Investor

Financial Analyst

A Financial Analyst evaluates and makes recommendations on stocks, bonds, and other financial instruments. They work for investment banks, asset management firms, and other financial institutions. This course may be helpful for those who want to become Financial Analysts as it provides a foundation in financial markets, investment strategies, and risk management.

See salaries and explore the career path for Financial Analyst

Quantitative Analyst

A Quantitative Analyst develops and uses mathematical models to analyze financial data. They work for investment banks, hedge funds, and other financial institutions. This course may be helpful for those who want to become Quantitative Analysts as it provides a foundation in financial markets, investment strategies, and risk management.

See salaries and explore the career path for Quantitative Analyst

Investment Banker

An Investment Banker advises companies on mergers and acquisitions, capital raising, and other financial transactions. They work for investment banks and other financial institutions. This course may be helpful for those who want to become Investment Bankers as it provides a foundation in financial markets, investment strategies, and risk management.

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Portfolio Manager

A Portfolio Manager invests and manages financial assets, including stocks, bonds, and other securities. They typically work for investment firms, banks, or insurance companies. This course may be helpful for those who want to become Portfolio Managers as it provides a foundation in financial markets, investment strategies, and risk management.

See salaries and explore the career path for Portfolio Manager

Statistician

A Statistician collects, analyzes, and interprets data. They work for businesses, governments, and research institutions. This course may be helpful for those who want to become Statisticians as it provides a foundation in financial markets, investment strategies, and risk management.

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Software Engineer

A Software Engineer designs, develops, and maintains software applications. They work for businesses, governments, and other organizations. This course may be helpful for those who want to become Software Engineers as it provides a foundation in financial markets, investment strategies, and risk management.

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Market Researcher

A Market Researcher conducts research on markets and consumers. They work for businesses, marketing agencies, and other organizations. This course may be helpful for those who want to become Market Researchers as it provides a foundation in financial markets, investment strategies, and risk management.

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Data Scientist

A Data Scientist uses data to solve business problems. They work for businesses, research institutions, and other organizations. This course may be helpful for those who want to become Data Scientists as it provides a foundation in financial markets, investment strategies, and risk management.

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Economist

An Economist studies the economy and economic trends. They work for governments, banks, research institutions, and other organizations. This course may be helpful for those who want to become Economists as it provides a foundation in financial markets, investment strategies, and risk management.

See salaries and explore the career path for Economist