Financial Investment & Risk Management from Coursera

All investors in the financial market including large invest companies and private investors face common challenges when they make asset allocation decisions: where to invest, how to fulfill their obligations and what risk to take. This course will help you to gain skills in making investment decisions in the financial market in the short- and long-term perspective. The course consists of six modules, after studying which you will be able to: • critically analyze, interpret information from financial markets, economic calculations; • develop your own investment strategy; • calculate the value of an investment portfolio, taking into account transaction and agency costs; • use data analysis tools to conduct a scenario analysis of changes in the value of an investment portfolio based on changes in investor preferences; • optimize a portfolio with limited resources; • identify and assess the risks of investment investments; • develop risk management measures within the selected strategies and evaluate their effectiveness, given the costs of implementation. Along the course we provide you with tasks and cases, they will help you to work on practical skills. Life hacks from our experts will give you the opportunity to navigate the current trends in investment portfolio management. By the end of the course students will be able not only to analyze the results of calculations by methods of analysis and draw conclusions, but also advise stakeholders on making investment decisions. We welcome you to try on the role of investor and enjoy the learner experience!

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Provides a thorough understanding of asset allocation decisions for various investors

Develops crucial skills for making informed investment decisions in the short and long term

Emphasizes practical skills development through assignments and case studies

Provides expert insights and industry trends for effective investment portfolio management

Enables students to become analytical investors and advisors capable of navigating complex investment decisions

Course content aligns with industry standards and provides a solid foundation for investors

Reviews summary

Comprehensive investment and risk management course

The "Financial Investment & Risk Management" course is well-received by students, with an average rating of 4.4 out of 5. The course does a good job teaching investment strategies and portfolio management. The material is comprehensive and has been rated as deep and insightful. Although some students have complained about translation errors and lack of clarity in explanations, these complaints appear to be in the minority. Overall, this course is highly recommended for anyone looking to brush up on their financial planning.

Course is recommended for those with little financial knowledge.

"The course provides some basic theory and information about financial markets and financial instruments."

"Very interesting and insightful, this course consists of a very helpful tool for beginners in finance."

Course contains assignments and case studies to practice skills.

"Along the course we provide you with tasks and cases, they will help you to work on practical skills."

"I learned so much about portfolio building and optimization."

Material is explained in a detailed manner.

"Everything is explained in detail!"

"An innovative course that explains investment strategies in lucid manner"

"Thank you so much professor for this course .it was explain in easier way to understand"

The presentation style of the course is sometimes dull.

"Presentation style was very dull with the tutor reading the slides verbatim."

There are some translation errors in the course material.

"English language material were literaly readed from the scrip"

"English isn't always up to par, specifically in the quizzes"

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 Financial Investment & Risk Management with these activities:

Review basic accounting concepts

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Brushing up on the fundamentals of accounting will help you to better understand the course material and to apply accounting principles to the scenarios covered in this course.

Browse courses on Accounting

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Review your notes from your previous accounting course
Complete practice problems related to the accounting concepts that you reviewed

Review basic investment market concepts

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Refresh basic financial market knowledge in preparation for this course. This will help to strengthen your foundational understanding and improve comprehension of the course material.

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Review key investment terminology and definitions
Identify different types of investment strategies
Understand the role of risk and return in investment decisions

Explore online tutorials on portfolio management techniques

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Complement course material with guided tutorials on portfolio management, allowing you to reinforce your understanding and enhance your practical knowledge.

Browse courses on Investment Portfolio Management

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Locate reputable online tutorials and videos on portfolio management
Follow tutorials on specific portfolio management strategies
Experiment with different portfolio management tools and techniques

One other activity

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Review textbook on investment analysis and portfolio management

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Reinforce course material by reviewing a comprehensive textbook on investment analysis and portfolio management. This will provide a deeper understanding of the concepts and techniques covered in the course.

View Investment Analysis & Portfolio Management on Amazon

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Read assigned chapters from the textbook
Take notes and highlight key concepts
Complete end-of-chapter exercises

Career center

Learners who complete Financial Investment & Risk Management will develop knowledge and skills that may be useful to these careers:

Financial Analyst

Financial analysts use their expertise in financial modeling, data analysis, and forecasting to support investment decisions. The course in *Financial Investment & Risk Management* can provide you with the skills needed to understand the financial markets and make sound investment decisions, which is essential for financial analysts. The course covers topics such as portfolio optimization, risk management, and financial modeling, which are all critical to success in this field.

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Quantitative Analyst

Quantitative analysts use mathematical and statistical models to analyze financial data and make investment decisions. The course in *Financial Investment & Risk Management* can provide you with the skills needed to understand financial data and build financial models, which is essential for quantitative analysts. The course covers topics such as financial modeling, data analysis, and risk management, which are all critical to success in this field.

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Investment Banker

Investment bankers advise companies on mergers and acquisitions, capital raising, and other financial transactions. The course in *Financial Investment & Risk Management* can provide you with the knowledge and skills needed to understand the financial markets, value companies, and structure financial transactions, which are all essential for investment bankers. The course covers topics such as corporate finance, valuation, and financial modeling, which are all critical to success in this field.

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Portfolio Manager

Portfolio managers manage investment portfolios for individuals and institutions. The course in *Financial Investment & Risk Management* can provide you with the skills needed to construct and manage investment portfolios, which is essential for portfolio managers. The course covers topics such as portfolio optimization, risk management, and financial modeling, which are all critical to success in this field.

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Risk Manager

Risk managers identify, assess, and mitigate financial risks. The course in *Financial Investment & Risk Management* can provide you with the skills needed to understand financial risks and develop risk management strategies, which is essential for risk managers. The course covers topics such as risk management, financial modeling, and data analysis, which are all critical to success in this field.

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Actuary

Actuaries use mathematical and statistical models to assess financial risks and develop insurance and pension plans. The course in *Financial Investment & Risk Management* can provide you with the skills needed to understand financial risks and build financial models, which is essential for actuaries. The course covers topics such as risk management, financial modeling, and data analysis, which are all critical to success in this field.

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Financial Planner

Financial planners help individuals and families plan for their financial future. The course in *Financial Investment & Risk Management* can provide you with the skills needed to understand the financial markets and make sound investment decisions, which is essential for financial planners. The course covers topics such as personal finance, investment planning, and retirement planning, which are all critical to success in this field.

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Insurance Underwriter

Insurance underwriters assess risks and determine insurance premiums. The course in *Financial Investment & Risk Management* can provide you with the skills needed to understand financial risks and develop risk management strategies, which is essential for insurance underwriters. The course covers topics such as risk management, financial modeling, and data analysis, which are all critical to success in this field.

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Loan Officer

Loan officers evaluate loan applications and make lending decisions. The course in *Financial Investment & Risk Management* can provide you with the skills needed to understand financial risks and develop risk management strategies, which is essential for loan officers. The course covers topics such as risk management, financial modeling, and data analysis, which are all critical to success in this field.

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Fraud Examiner

Fraud examiners investigate and detect financial fraud. The course in *Financial Investment & Risk Management* can provide you with the skills needed to understand financial reporting and auditing standards, which is essential for fraud examiners. The course covers topics such as financial accounting, auditing, and fraud examination, which are all critical to success in this field.

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Auditor

Auditors examine financial records to ensure that they are accurate and complete. The course in *Financial Investment & Risk Management* can provide you with the skills needed to understand financial reporting and auditing standards, which is essential for auditors. The course covers topics such as financial accounting, auditing, and risk management, which are all critical to success in this field.

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Compliance Officer

Compliance officers ensure that their organizations comply with laws and regulations. The course in *Financial Investment & Risk Management* can provide you with the skills needed to understand financial regulatory requirements, which is essential for compliance officers. The course covers topics such as financial regulation, compliance, and risk management, which are all critical to success in this field.

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Financial Examiner

Financial examiners examine financial institutions to ensure that they are safe and sound. The course in *Financial Investment & Risk Management* can provide you with the skills needed to understand financial markets and regulations, which is essential for financial examiners. The course covers topics such as banking, financial regulation, and risk management, which are all critical to success in this field.

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Data Scientist

Data scientists use data to solve problems and make predictions. The course in *Financial Investment & Risk Management* can provide you with the skills needed to understand data analysis techniques and build data models, which is essential for data scientists. The course covers topics such as data analysis, machine learning, and financial modeling, which are all critical to success in this field.

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Economist

Economists study the economy and make forecasts about its future performance. The course in *Financial Investment & Risk Management* can provide you with the skills needed to understand economic data and make economic forecasts, which is essential for economists. The course covers topics such as macroeconomics, econometrics, and financial markets, which are all critical to success in this field.

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