دليل الاستثمار | Investment Guide from Coursera

تواجه العديد من الدول في يومنا هذا ظاهرة خطيرة وهي التضخم (Inflation)، التي تؤدي إلى انخفاض القيمة الفعلية للنقود، لذا يجب على الأفراد والشركات السعي نحو الحفاظ على أموالهم ومصالحهم عن طريق الاستثمار (Investment) بطرق مختلفة، لكن يجب أولاً دراسة كيفية اتخاذ القرارات الاستثمارية الصحيحة (Investment Decisions) لتجنب أو تقليل الخسائر المحتملة.

هذه الدورة هي دورة تمهيدية؛ فهي تلقي الضوء على أساسيات الموضوع بشكل عام بهدف التعريف به وبمحاوره الأساسية التي يجب الإلمام بها.

إذا كنت من المهتمين بفهم دليل الاستثمار، أو كان مجال عملك يتطلب توظيف ذلك في سياق عملك، فهذه الدورة ستكون مثالية لإغناء خبرتك وتطوير مهاراتك بشكل فعال ومؤثر.

حيث ستزودك هذه الدورة باطلاع واسع ودقيق على مجموعة من المحاور المتعلقة بهذا الموضوع، مثل: شرح كيفية التخطيط لاستثمارك واتخاذ قرار استثماري، توضيح أنواع الأدوات المالية، التعرف على المقصود بالوسطاء الماليين، فهم وظيفة وأنواع الأسواق المالية، التعرف على المصادر المستخدمة لتمويل الاستثمار، فهم الفرق بين مفهوم الاستثمار ومفهوم التمويل.

What's inside

Syllabus

دليل الاستثمار - (Investment Guide)

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

دليلك إلى الاستثمار - يزودك هذا الدورة بتفاصيل عن كيفية الاستثمار واتخاذ القرارات الاستثمارية، والفهم المتعمق لأنواع الأدوات المالية والوسطاء والأسواق المالية، بالإضافة إلى المصادر المستخدمة لتمويل الاستثمار والفروق بين مفهومي الاستثمار والتمويل

تعلم أساسيات الاستثمار بطريقة مبسطة، مما يجعلها مناسبة للأفراد والشركات الذين يتطلعون إلى الحفاظ على أموالهم ومصالحهم دون الخوض في الأمور الفنية المعقدة

تقدمه مؤسسة أكاديمية موثوقة ومعروفة بدوراتها عالية الجودة في مجال إدارة الأعمال والتمويل

مناسب لكل المستويات لأنه يغطي المفاهيم الأساسية ويضع الأساس لفهم أعمق للاستثمار

تهدف إلى تمكين الأفراد والشركات من اتخاذ قرارات استثمارية مستنيرة وتجنب الخسائر المحتملة

تتطلب خلفية أساسية في الرياضيات وال経済

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 دليل الاستثمار | Investment Guide with these activities:

Refine analytical skills for financial decision-making

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Sharpen your ability to analyze financial data and make sound investment decisions.

Browse courses on Financial Analysis

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Review techniques for financial statement analysis and ratio interpretation.
Practice applying these techniques to real-world scenarios.

Review basic economic principles

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Refresh your understanding of fundamental economic concepts to provide a solid base for the course content.

Browse courses on Economic Principles

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Review textbooks or online resources on microeconomics and macroeconomics.
Solve practice problems and exercises to test your comprehension.

Practice calculating investment returns

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Develop proficiency in calculating various investment returns, such as ROI, IRR, and NPV.

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Find online calculators or use Excel spreadsheets.
Practice with different scenarios and assumptions.

Three other activities

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Join study groups to discuss investment strategies

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Engage in peer-to-peer learning and exchange perspectives on investment strategies.

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Form or join study groups with classmates or colleagues.
Facilitate discussions on various investment approaches, risk management, and market trends.

Attend workshops on investment strategies and techniques

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Expand your knowledge and skills by attending workshops led by industry experts.

Browse courses on Investment Strategies

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Research and identify relevant workshops offered by financial institutions or industry associations.
Engage actively in discussions and Q&A sessions to clarify concepts and gain practical insights.

Create a presentation on your investment portfolio

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Synthesize and demonstrate your understanding of investment principles by creating a tailored presentation.

Browse courses on Investment Portfolio

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Research and select appropriate investment vehicles.
Develop a diversified portfolio based on your risk tolerance and investment goals.
Present your portfolio strategy, diversification rationale, and expected returns.

Career center

Learners who complete دليل الاستثمار | Investment Guide will develop knowledge and skills that may be useful to these careers:

Financial Analyst

Financial Analysts evaluate the financial performance of companies and make recommendations on whether to buy, sell, or hold their stocks. They also provide research and analysis to investors and other financial professionals. This course in Investment Guide can help Financial Analysts improve their understanding of the financial markets and the different types of investment instruments. The course also covers topics such as how to value companies and how to analyze financial statements. This knowledge can help Financial Analysts make better recommendations to their clients.

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Actuary

Actuaries use mathematical and statistical techniques to assess risk and uncertainty. They work in a variety of fields, including insurance, finance, and healthcare. This course in Investment Guide can help Actuaries improve their understanding of the financial markets and the different types of investment instruments. The course also covers topics such as how to calculate risk and how to design insurance products. This knowledge can help Actuaries make better decisions in their roles.

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Investment Banker

Investment Bankers help companies raise capital by underwriting and selling securities. They also advise companies on mergers and acquisitions. This course in Investment Guide can help Investment Bankers improve their understanding of the financial markets and the different types of investment instruments. The course also covers topics such as how to value companies and how to structure financial transactions. This knowledge can help Investment Bankers be more effective in their roles.

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Portfolio Manager

Portfolio Managers manage investment portfolios for individuals and institutions. They make investment decisions based on their clients' financial goals and risk tolerance. This course in Investment Guide can help Portfolio Managers improve their understanding of the financial markets and the different types of investment instruments. The course also covers topics such as how to construct a diversified portfolio and how to manage risk. This knowledge can help Portfolio Managers make better investment decisions for their clients.

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Risk Manager

Risk Managers identify, assess, and manage risks for businesses. They work in a variety of industries, including finance, healthcare, and manufacturing. This course in Investment Guide can help Risk Managers improve their understanding of the financial markets and the different types of investment instruments. The course also covers topics such as how to measure risk and how to develop risk management strategies. This knowledge can help Risk Managers make better decisions in their roles.

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Financial Planner

Financial Planners help individuals and families plan for their financial future. They provide advice on investments, retirement planning, and other financial matters. This course in Investment Guide can help Financial Planners improve their understanding of the financial markets and the different types of investment instruments. The course also covers topics such as how to create a financial plan and how to manage risk. This knowledge can help Financial Planners make better recommendations to their clients.

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Credit Analyst

Credit Analysts assess the creditworthiness of individuals and businesses. They make recommendations on whether to lend money to borrowers and set interest rates. This course in Investment Guide can help Credit Analysts improve their understanding of the financial markets and the different types of investment instruments. The course also covers topics such as how to analyze financial statements and how to assess credit risk. This knowledge can help Credit Analysts make better decisions in their roles.

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Economist

Economists study the production, distribution, and consumption of goods and services. They work in a variety of fields, including government, academia, and business. This course in Investment Guide can help Economists improve their understanding of the financial markets and the different types of investment instruments. The course also covers topics such as how to analyze economic data and how to forecast economic trends. This knowledge can help Economists make better decisions in their roles.

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Market Research Analyst

Market Research Analysts study the market for products and services. They collect and analyze data to help businesses understand their customers and make better marketing decisions. This course in Investment Guide can help Market Research Analysts improve their understanding of the financial markets and the different types of investment instruments. The course also covers topics such as how to design and conduct market research studies and how to analyze market data. This knowledge can help Market Research Analysts make better recommendations to their clients.

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Financial Advisor

Financial Advisors help people manage their money by providing guidance on investments, retirement planning, and other financial matters. This course in Investment Guide can help Financial Advisors improve their understanding of the principles of investing. The course covers topics such as how to evaluate investment options, how to create a diversified portfolio, and how to manage risk. This knowledge can help Financial Advisors make better recommendations to their clients.

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Insurance Underwriter

Insurance Underwriters assess the risk of insuring individuals and businesses. They determine the terms and conditions of insurance policies and set premiums. This course in Investment Guide can help Insurance Underwriters improve their understanding of the financial markets and the different types of investment instruments. The course also covers topics such as how to analyze risk and how to price insurance policies. This knowledge can help Insurance Underwriters make better decisions in their roles.

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Investment Manager

Investment Managers manage investment portfolios for individuals and institutions. They make investment decisions based on their clients' financial goals and risk tolerance. This course in Investment Guide can help Investment Managers improve their understanding of the financial markets and the different types of investment instruments. The course also covers topics such as how to construct a diversified portfolio and how to manage risk. This knowledge can help Investment Managers make better investment decisions for their clients.

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Personal Banker

Personal Bankers provide financial services to individuals and families. They offer a variety of products and services, including checking and savings accounts, loans, and investments. This course in Investment Guide can help Personal Bankers improve their understanding of the financial markets and the different types of investment instruments. The course also covers topics such as how to open and close accounts, how to process transactions, and how to provide customer service. This knowledge can help Personal Bankers be more effective in their roles.

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Investment Research Analyst

Investment Research Analysts research and analyze investment opportunities for individuals and institutions. They make recommendations on whether to buy, sell, or hold stocks, bonds, and other financial instruments. This course in Investment Guide can help Investment Research Analysts improve their understanding of the financial markets and the different types of investment instruments. The course also covers topics such as how to value companies and how to analyze financial statements. This knowledge can help Investment Research Analysts make better recommendations to their clients.

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Brokerage Associate

Brokerage Associates help clients buy and sell stocks, bonds, and other financial instruments. They also provide investment advice and guidance. This course in Investment Guide can help Brokerage Associates improve their understanding of the financial markets and the different types of investment instruments. The course also covers topics such as how to open and close accounts, how to execute trades, and how to provide customer service. This knowledge can help Brokerage Associates be more effective in their roles.

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