Пути выхода на фондовый рынок для частных инвесторов сегмента Mass Retail from Coursera

Курс знакомит с основами инвестиционной деятельности частного инвестора массового сегмента на фондовом рынке. Слушатели научатся выбирать тип посредников для работы на рынке; правильно подавать заявки, представляющие их стратегию; самостоятельно рассчитывать основные показатели маржинальной торговли и продаж без покрытия; разбираться на базовом уровне в инвестиционных компаниях и показателях их эффективности. При успешном завершении курса обучающиеся смогут определить путь выхода на рынок исходя из ключевых характеристик инвестора и осуществить его с помощью определенного посредника. Курс будет состоять из четырех недель, каждая из которых будет включать 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); - финальный тест по итогам всего пройденного материала. После изучения курса слушатели будут Знать: 1. Пути выхода на фондовый рынок, доступные инвесторам массового сегмента и факторы, определяющие их выбор; 2. Основные правила работы с брокером, подачи заявок разных видов; 3. Основные правила самостоятельного инвестирования с плечом и продажи без покрытия; 4. Виды, типы инвестиционных компаний, правила работы с ними. Уметь: 1. Определять наиболее целесообразный путь выхода на фондовый рынок для конкретного инвестора массового сегмента; 2. Формулировать инвестиционную стратегию при самостоятельном инвестировании с помощью языка заявок; 3. Самостоятельно рассчитывать коэффициенты при маржинальной торговле, определять пределы риска; 4. Самостоятельно выбирать инвестиционные компании исходя из своего инвестиционного мировоззрения, рисково-доходного профиля. Владеть: 1. Понятийным-категориальным аппаратом в области частных инвестиций; 2. Навыками анализа инвестиционных компаний и алгоритмом выбора; 3. Методами финансовой дисциплины и самоконтроля.

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Examines the foundational principles of investing for individuals in the retail segment of the stock market

Develops skills in selecting brokers, understanding trade order types, and applying margin trading and short selling

Taught by industry professionals with experience in investment management

Provides opportunities for self-assessment through multiple choice quizzes and final exam

Emphasizes practical knowledge through case studies and interactive exercises

Reviews summary

Comprehensive guide to stock market investing

This course provides a comprehensive overview of stock market investing for retail investors. It covers topics such as choosing a broker, placing orders, calculating margins, and evaluating investment companies. The course is well-structured and informative, with clear explanations and plenty of examples. However, some students may find it challenging due to the use of technical terminology. Overall, this course is a valuable resource for those looking to learn about stock market investing.

Provides detailed explanations of margin trading.

"А вот тема маржинальной торговли и торговли в шорт рассказана отлично, с детальным разбором примеров."

Great for those new to stock market investing.

"Для начинающих только познавать фондовый рынок курс отлично подойдет."

"Но безусловно курс скорее теоретический, чем практический, но основы нужны для комплексного понимания."

"концентрат полезной информации, рассказанный структурно, с примерами и достаточно понятным языком. Спасибо авторам курса!"

More theoretical than practical.

"Скорее теоретический, чем практический курс."

"Конкретных шагов как выйти на рынок в современных реалиях не дается, скорее рассказывается в общем как это бывает."

Uses technical terminology that may be difficult for beginners.

"Курс неплохой, но явно рассчитан на студентов уже что-то понимающих в рынке."

"Много терминологии, сложновато, к тому же не совсем ясно, как многие из терминов помогут в дальнейшем."

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 Пути выхода на фондовый рынок для частных инвесторов сегмента Mass Retail with these activities:

Review basic financial concepts such as time value of money, risk and return, and diversification

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Will refresh students' foundational knowledge in finance, ensuring a solid base for the course

Browse courses on Financial Concepts

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Review lecture notes or textbooks from previous finance courses
Complete practice problems or online quizzes to assess their understanding

Volunteer at a local financial literacy organization

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Will provide students with practical experience in applying their knowledge while making a positive impact in their community

Browse courses on Financial Literacy

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Identify a local financial literacy organization that aligns with their interests
Contact the organization to inquire about volunteer opportunities
Attend volunteer training sessions to prepare for the role
Engage with community members to provide financial education and guidance

Solve practice problems related to margin trading and short selling

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Will reinforce students' understanding of these key investment strategies

Browse courses on Margin Trading

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Find practice problems online or in textbooks that cover margin trading and short selling
Attempt to solve the problems independently
Check their solutions against provided answer keys or consult with instructors for feedback
Repeat the process until they feel confident in their ability to apply these strategies

Three other activities

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Create a presentation on the advantages and disadvantages of investing in different types of investment companies

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Will encourage students to delve deeper into the characteristics and suitability of different investment vehicles

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Research the different types of investment companies, including their structures, fees, and investment strategies
Identify the key advantages and disadvantages of each type of investment company
Create a presentation that visually represents their findings
Practice delivering their presentation to receive feedback on their communication skills

Develop a personalized investment strategy based on the concepts learned in the course

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Will allow students to apply course concepts to their own financial situation and goals

Browse courses on Investment Strategy

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Review their financial goals, risk tolerance, and investment horizon
Research different asset classes and investment vehicles
Create a diversified portfolio that aligns with their investment strategy
Develop a plan for monitoring and rebalancing their portfolio over time

Compile a comprehensive glossary of key terms and concepts covered in the course

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Will provide students with a valuable reference tool for future use

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Review lecture notes, textbooks, and other course materials
Identify key terms and concepts
Define each term or concept clearly and concisely
Organize the glossary alphabetically or by topic

Career center

Learners who complete Пути выхода на фондовый рынок для частных инвесторов сегмента Mass Retail will develop knowledge and skills that may be useful to these careers:

Stockbroker

Stockbrokers trade stocks and other securities for clients. They also provide advice on investment strategies. A course in investing is likely to be very helpful for this career.

See salaries and explore the career path for Stockbroker

Investment Consultant

Investment Consultants provide advice to individuals and organizations on investment strategies. They may also manage investment portfolios. A course in investing would likely be very helpful for this career.

See salaries and explore the career path for Investment Consultant

Equity Analyst

Equity Analysts study the financial performance of companies and make recommendations on whether to buy, sell, or hold their stocks. A course in investing would be helpful for this career.

See salaries and explore the career path for Equity Analyst

Portfolio Manager

Portfolio Managers manage investment portfolios for individuals and organizations. They make decisions about what investments to buy and sell, and they also monitor the performance of the portfolio. A course in investing would be helpful for this career.

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Private Wealth Manager

Private Wealth Managers provide financial advice and services to high-net-worth individuals and families. They may manage investment portfolios, provide estate planning advice, and help clients with other financial needs. A course in investing would be helpful for this career.

See salaries and explore the career path for Private Wealth Manager

Mutual Fund Manager

Mutual Fund Managers manage investment portfolios for mutual funds. They invest in a variety of stocks and bonds to create a portfolio that meets the investment goals of the fund. A course in investing would be helpful for this career.

See salaries and explore the career path for Mutual Fund Manager

Credit Analyst

Credit Analysts assess the creditworthiness of companies and other organizations. They also make recommendations on whether to lend money to these organizations. A course in investing could be helpful for this career.

See salaries and explore the career path for Credit Analyst

Financial Planner

Financial Planners help people plan for their financial future. They may provide advice on investments, retirement planning, and estate planning. A course in investing would be helpful for this career.

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Investment Analyst

An Investment Analyst studies the movement of the stock market, bonds, real estate, and other investments. They help individuals and organizations maximize their investment portfolios. A course that teaches how to assess and select investments may be useful in this career.

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Financial Advisor

Financial Advisors help people manage their money. They often help clients create financial plans, invest their money, and plan for retirement. A course in investing is may be helpful for this career.

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Investment Banker

Investment Bankers help companies raise money by selling stocks and bonds. They also help companies that want to buy other companies or sell off assets. A course in investing may be useful for this career.

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Risk Manager

Risk Managers identify and manage financial risks for companies and other organizations. A course in investing may be useful for this career.

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Compliance Officer

Compliance Officers ensure that companies and other organizations comply with financial regulations. A course in investing may be useful for this career.

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Quantitative Analyst

Quantitative Analysts use mathematical and statistical models to analyze financial data. They develop trading strategies and make investment recommendations. A course in investing may be useful for this career.

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Hedge Fund Manager

Hedge Fund Managers manage investment portfolios for hedge funds. They use a variety of investment strategies to generate high returns for their investors. A course in investing may be useful for this career.

See salaries and explore the career path for Hedge Fund Manager