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Adolfo Barajas,
Evan Tanner,
Seung Mo Choi,
Fabio Comelli,
Alex Ho,
Christian Johnson,
and
Francisco Vasquez
In this IMFx course you will learn, from hands-on demonstrations, how to price different types of bonds, how to calculate different measures of bond yields and how to compare them across different types of instruments. You will become familiar with the term structure of interest rates, a key ingredient in establishing benchmark rates used to price securities in the markets and a valuable tool for monetary policy design and diagnosis.
Read more
In this IMFx course you will learn, from hands-on demonstrations, how to price different types of bonds, how to calculate different measures of bond yields and how to compare them across different types of instruments. You will become familiar with the term structure of interest rates, a key ingredient in establishing benchmark rates used to price securities in the markets and a valuable tool for monetary policy design and diagnosis.
Read more
In this IMFx course you will learn, from hands-on demonstrations, how to price different types of bonds, how to calculate different measures of bond yields and how to compare them across different types of instruments. You will become familiar with the term structure of interest rates, a key ingredient in establishing benchmark rates used to price securities in the markets and a valuable tool for monetary policy design and diagnosis.
You’ll gain an understanding of the firm fundamentals that can explain why a stock price may go up or down, or why it might be higher for one company in comparison to another, you will be able to apply these fundamentals at the economy-wide level to analyze valuations of the stock market as a whole.
Finally, you will gain insight into investors’ decisions. You’ll explore the main criteria that an investor uses to determine how to construct the best possible portfolio of risky assets. You will also adopt the perspective of a policymaker interested in understanding how monetary policy affects the risk and return properties of financial investments.
In short, the FMAx course is designed to provide a common language in finance, thus allowing you to interpret and analyze financial data. It will also provide you with a foundation upon which you can proceed to more advanced or policy-oriented training in areas in which macroeconomics and finance meet.
Financial Market Analysis is offered by the IMF with financial support from the Government of Japan.
What you'll learn
- Identify different types of basic fixed–income securities and the markets in which they are traded.
- How to price a variety of financial assets: money market instruments, bonds, and equities.
- How to measure and compare different yield measures for financial assets.
- Relate differences in the valuation of single equities or markets with economic fundamentals.
- How to construct an optimal portfolio of risky assets using historical return data, and assess likely changes in its composition as a result of changes in macroeconomic conditions.
- How to assess the market risk of an investment by calculating its Value at Risk (VaR), Stressed VaR, and Expected Shortfall.
Register for this course and see more details by visiting:
OpenCourser.com/course/jilf2u/financial
What's inside
Learning objectives
- Identify different types of basic fixed–income securities and the markets in which they are traded.
- How to price a variety of financial assets: money market instruments, bonds, and equities.
- How to measure and compare different yield measures for financial assets.
- Relate differences in the valuation of single equities or markets with economic fundamentals.
- How to construct an optimal portfolio of risky assets using historical return data, and assess likely changes in its composition as a result of changes in macroeconomic conditions.
- How to assess the market risk of an investment by calculating its value at risk (var), stressed var, and expected shortfall.
- Identify different types of basic fixed–income securities and the markets in which they are traded.
- How to price a variety of financial assets: money market instruments, bonds, and equities.
- How to measure and compare different yield measures for financial assets.
- Relate differences in the valuation of single equities or markets with economic fundamentals.
- How to construct an optimal portfolio of risky assets using historical return data, and assess likely changes in its composition as a result of changes in macroeconomic conditions.
- How to assess the market risk of an investment by calculating its value at risk (var), stressed var, and expected shortfall.
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Appropriate for all experience levels, since it covers beginner-level topics such as identifying and pricing various financial instruments
Appropriate for economics, finance, and business students who wish to strengthen their foundational knowledge in financial markets
Taught by a team of experienced instructors and economists from the International Monetary Fund (IMF) and various universities
IMF, which is a renowned organization in international economics and finance
Practical approach through hands-on demonstrations and exercises
Builds a strong foundation in financial markets analysis, which is highly relevant for various roles in the financial industry
Covers a wide range of topics, including bond pricing, yield measures, term structure of interest rates, stock valuation, portfolio construction, and risk assessment
Save this course
Save Financial Market Analysis to your list so you can find it easily later:
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Reviews summary
Comprehensive financial market analysis
Learners say this course is a comprehensive foundation in financial market analysis.
This course provides a thorough grounding in the basics of financial market analysis.
"It is a foundation course for financial market that every body should take the course."
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 Market Analysis with these
activities:
Excel for Financial Analysis
Show steps
Enhances students' proficiency in using Excel for financial analysis tasks.
Browse courses on
Financial Modeling
Show steps
-
Enroll in online tutorials or workshops.
-
Practice creating financial models and analyzing data.
-
Seek assistance from instructors or online resources.
Review Fundamental Concepts
Show steps
Helps students recall key concepts covered in the course, building a foundation for new knowledge.
Show steps
-
Review lecture notes and textbooks.
-
Attend office hours or review recorded lectures.
-
Complete practice problems or quizzes.
Fixed Income Securities
Show steps
Provides additional insights into fixed-income markets and valuation techniques.
View
The Handbook of Fixed Income Securities, Ninth...
on Amazon
Show steps
-
Read selected chapters from the book.
-
Summarize key concepts and apply them to real-world examples.
Five other activities
Expand to see all activities and additional details
Show all eight activities
Bond Pricing Calculations
Show steps
Provides hands-on practice in applying pricing concepts, reinforcing understanding.
Browse courses on
Bond Pricing
Show steps
-
Solve problems on bond pricing using provided formulas.
-
Utilize online calculators or software to verify results.
Portfolio Optimization Discussion
Show steps
Fosters collaboration and exchange of ideas on portfolio construction.
Browse courses on
Portfolio Optimization
Show steps
-
Form study groups with peers.
-
Discuss different portfolio optimization techniques.
-
Analyze case studies and share insights.
Equity Valuation Presentation
Show steps
Encourages critical thinking and communication of valuation principles.
Browse courses on
Stock Valuation
Show steps
-
Research and analyze a specific company's financial statements.
-
Apply valuation techniques to determine its fair value.
-
Create a presentation summarizing findings and recommendations.
Trading Simulation Competition
Show steps
Provides a gamified environment to test trading skills and enhance decision-making.
Show steps
-
Register for the trading simulation platform.
-
Develop and implement trading strategies.
-
Monitor market conditions and adjust strategies as needed.
Investment Portfolio Management
Show steps
Challenges students to apply course concepts to manage a mock investment portfolio.
Browse courses on
Portfolio Management
Show steps
-
Establish investment objectives and constraints.
-
Research and select investments.
-
Monitor and adjust portfolio regularly.
Excel for Financial Analysis
Show steps
Enhances students' proficiency in using Excel for financial analysis tasks.
Browse courses on
Financial Modeling
Show steps
Show steps
Show steps
- Enroll in online tutorials or workshops.
- Practice creating financial models and analyzing data.
- Seek assistance from instructors or online resources.
Review Fundamental Concepts
Show steps
Helps students recall key concepts covered in the course, building a foundation for new knowledge.
Show steps
Show steps
Show steps
- Review lecture notes and textbooks.
- Attend office hours or review recorded lectures.
- Complete practice problems or quizzes.
Fixed Income Securities
Show steps
Provides additional insights into fixed-income markets and valuation techniques.
View
The Handbook of Fixed Income Securities, Ninth...
on Amazon
Show steps
Show steps
Show steps
- Read selected chapters from the book.
- Summarize key concepts and apply them to real-world examples.
Five other activities
Expand to see all activities and additional details
Show all eight activities
Bond Pricing Calculations
Show steps
Provides hands-on practice in applying pricing concepts, reinforcing understanding.
Browse courses on
Bond Pricing
Show steps
Show steps
Show steps
- Solve problems on bond pricing using provided formulas.
- Utilize online calculators or software to verify results.
Portfolio Optimization Discussion
Show steps
Fosters collaboration and exchange of ideas on portfolio construction.
Browse courses on
Portfolio Optimization
Show steps
Show steps
Show steps
- Form study groups with peers.
- Discuss different portfolio optimization techniques.
- Analyze case studies and share insights.
Equity Valuation Presentation
Show steps
Encourages critical thinking and communication of valuation principles.
Browse courses on
Stock Valuation
Show steps
Show steps
Show steps
- Research and analyze a specific company's financial statements.
- Apply valuation techniques to determine its fair value.
- Create a presentation summarizing findings and recommendations.
Trading Simulation Competition
Show steps
Provides a gamified environment to test trading skills and enhance decision-making.
Show steps
Show steps
Show steps
- Register for the trading simulation platform.
- Develop and implement trading strategies.
- Monitor market conditions and adjust strategies as needed.
Investment Portfolio Management
Show steps
Challenges students to apply course concepts to manage a mock investment portfolio.
Browse courses on
Portfolio Management
Show steps
Show steps
Show steps
- Establish investment objectives and constraints.
- Research and select investments.
- Monitor and adjust portfolio regularly.
Career center
Learners who complete Financial Market Analysis will develop knowledge and skills
that may be useful to these careers:
Financial Analyst
Financial Analyst
A Financial Analyst is a professional who provides financial advice and guidance to individuals and organizations. They analyze financial data to identify trends, make recommendations, and develop investment strategies. The Financial Market Analysis course can provide a strong foundation for a career as a Financial Analyst by providing you with the skills and knowledge necessary to effectively analyze financial data and make sound investment decisions.
Investment Banker
Investment Banker
An Investment Banker helps companies raise capital by underwriting and selling securities. They also provide advice on mergers and acquisitions, and other financial transactions. The Financial Market Analysis course can provide you with the knowledge and skills necessary to understand the financial markets and make sound investment decisions, which are essential for success in investment banking.
Equity Analyst
Equity Analyst
An Equity Analyst is a financial professional who specializes in the analysis of equity securities, such as stocks. They provide research and recommendations to investors on equity investments. The Financial Market Analysis course can provide you with the skills and knowledge necessary to understand the equity markets and make sound investment decisions, which are essential for success as an Equity Analyst.
Fixed Income Analyst
Fixed Income Analyst
A Fixed Income Analyst is a financial professional who specializes in the analysis of fixed income securities, such as bonds. They provide research and recommendations to investors on fixed income investments. The Financial Market Analysis course can provide you with the skills and knowledge necessary to understand the fixed income markets and make sound investment decisions, which are essential for success as a Fixed Income Analyst.
Market Risk Analyst
Market Risk Analyst
A Market Risk Analyst is a financial professional who specializes in the analysis of market risk. They assess the risk of financial instruments to price risk and develop risk management strategies. The Financial Market Analysis course can provide you with the skills and knowledge necessary to understand the financial markets and their risks, which are essential for success as a Market Risk Analyst.
Quantitative Analyst
Quantitative Analyst
A Quantitative Analyst is a financial professional who uses mathematical and statistical models to analyze financial data. They develop trading strategies, risk management models, and other financial products. The Financial Market Analysis course can provide you with the skills and knowledge necessary to understand the financial markets and develop quantitative models, which are essential for success as a Quantitative Analyst.
Portfolio Manager
Portfolio Manager
A Portfolio Manager is responsible for managing investment portfolios for individuals and organizations. They make investment decisions based on their analysis of the financial markets and their clients' investment goals. The Financial Market Analysis course can provide you with the skills and knowledge necessary to effectively analyze financial data and make sound investment decisions, which are essential for success as a Portfolio Manager.
Credit Analyst
Credit Analyst
A Credit Analyst is a financial professional who specializes in the analysis of credit risk. They assess the creditworthiness of borrowers and make recommendations on lending decisions. The Financial Market Analysis course can provide you with the skills and knowledge necessary to understand the credit markets and make sound investment decisions, which are essential for success as a Credit Analyst.
Risk Manager
Risk Manager
A Risk Manager is responsible for identifying, assessing, and managing risks for organizations. They develop and implement risk management strategies to minimize the impact of risks on the organization's financial performance and reputation. The Financial Market Analysis course can provide you with the skills and knowledge necessary to understand the financial markets and their risks, which are essential for success as a Risk Manager.
Financial Planner
Financial Planner
A Financial Planner helps individuals and families manage their finances. They provide advice on budgeting, saving, investing, and retirement planning. The Financial Market Analysis course can provide you with the skills and knowledge necessary to understand the financial markets and make sound investment decisions, which are essential for success as a Financial Planner.
Financial Consultant
Financial Consultant
A Financial Consultant provides financial advice and guidance to individuals and organizations. They help clients with a variety of financial planning needs, such as budgeting, saving, investing, and retirement planning. The Financial Market Analysis course can provide you with the skills and knowledge necessary to understand the financial markets and make sound investment decisions, which are essential for success as a Financial Consultant.
Regulatory Analyst
Regulatory Analyst
A Regulatory Analyst is a financial professional who specializes in the analysis of financial regulations. They provide advice to financial institutions on how to comply with regulations and avoid penalties. The Financial Market Analysis course can provide you with the skills and knowledge necessary to understand the financial markets and their regulations, which are essential for success as a Regulatory Analyst.
Insurance Analyst
Insurance Analyst
An Insurance Analyst is a financial professional who specializes in the analysis of insurance companies and their products. They assess the financial strength of insurance companies and make recommendations on insurance coverage. The Financial Market Analysis course can provide you with the skills and knowledge necessary to understand the insurance markets and make sound investment decisions, which are essential for success as an Insurance Analyst.
Economist
Economist
An Economist studies the economy and provides advice on economic policy. They analyze economic data to identify trends, make forecasts, and develop economic models. The Financial Market Analysis course can provide you with the skills and knowledge necessary to understand the financial markets and their impact on the economy, which are essential for success as an Economist.
Data Scientist
Data Scientist
A Data Scientist is a professional who uses data to solve business problems. They collect, analyze, and interpret data to identify trends, make predictions, and develop new products and services. The Financial Market Analysis course can provide you with the skills and knowledge necessary to understand financial data and develop data-driven solutions, which are essential for success as a Data Scientist in the financial industry.
For more career information including salaries, visit:
OpenCourser.com/course/jilf2u/financial
Reading list
We've selected eight books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Financial Market Analysis.
Save
Provides a comprehensive overview of corporate finance, including topics such as capital budgeting, capital structure, and dividend policy.
Provides a comprehensive overview of investments, including topics such as portfolio theory, asset allocation, and risk management.
Provides a comprehensive overview of security analysis and portfolio management.
Provides a comprehensive overview of the theory of corporate finance.
Provides a comprehensive overview of financial management.
Provides a concise overview of corporate finance.
Provides a comprehensive overview of corporate finance, with a focus on theory.
Provides a comprehensive overview of financial management, with a focus on practice.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/jilf2u/financial
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Effort
5 to 6 hours per week for 7 weeks
Level
Elementary
Via
edX
Institution
The International Monetary Fund
Instructors
Adolfo Barajas
Evan Tanner
Seung Mo Choi
Fabio Comelli
Alex Ho
Christian Johnson
Francisco Vasquez
Session
January 1, 2024
- April 15, 2024
Language
English
Transcript
English
Good to know
Appropriate for all experience levels, since it covers beginner-level topics such as identifying and pricing various financial instruments
Appropriate for economics, finance, and business students who wish to strengthen their foundational knowledge in financial markets
Taught by a team of experienced instructors and economists from the International Monetary Fund (IMF) and various universities
IMF, which is a renowned organization in international economics and finance
Practical approach through hands-on demonstrations and exercises
Builds a strong foundation in financial markets analysis, which is highly relevant for various roles in the financial industry
Covers a wide range of topics, including bond pricing, yield measures, term structure of interest rates, stock valuation, portfolio construction, and risk assessment
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