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Gautam Kaul
This final course will cover more advanced aspects of bonds and stocks that will help you make smart personal decisions and develop a keen understanding of how governments and companies borrow from us. You will better understand stocks and bonds valuation and take a deeper dive using real-world problems. For stocks, you will review what you have already learned and understand valuation. You will learn about growth, different types of growth both bad and good. You will also get an opportunity to apply these concepts in practice assignments. For bonds: you will review what you have already learned. You will learn about different sources of risk in bonds. Lastly you will get an opportunity to apply these concepts in practice assignments.
Read more
This final course will cover more advanced aspects of bonds and stocks that will help you make smart personal decisions and develop a keen understanding of how governments and companies borrow from us. You will better understand stocks and bonds valuation and take a deeper dive using real-world problems. For stocks, you will review what you have already learned and understand valuation. You will learn about growth, different types of growth both bad and good. You will also get an opportunity to apply these concepts in practice assignments. For bonds: you will review what you have already learned. You will learn about different sources of risk in bonds. Lastly you will get an opportunity to apply these concepts in practice assignments.
Read more
This final course will cover more advanced aspects of bonds and stocks that will help you make smart personal decisions and develop a keen understanding of how governments and companies borrow from us. You will better understand stocks and bonds valuation and take a deeper dive using real-world problems. For stocks, you will review what you have already learned and understand valuation. You will learn about growth, different types of growth both bad and good. You will also get an opportunity to apply these concepts in practice assignments. For bonds: you will review what you have already learned. You will learn about different sources of risk in bonds. Lastly you will get an opportunity to apply these concepts in practice assignments.
After completing this course, you will have a deeper understanding of how bonds and stocks are valued and the risks involved in both. You will be able to apply this knowledge to understand the workings of a company and how it creates value. This will enable you to invest with more confidence and also bring a special and critical lens to a company’s decisions.
This course is part of the four-course Foundational Finance for Strategic Decision Making Specialization.
Register for this course and see more details by visiting:
OpenCourser.com/course/z5xi3d/advanced
What's inside
Syllabus
Week 1: Bond Valuation - Advanced Issues
This course follows the same pattern as the second course did relative to the first. In Course 3 we covered the basics of bonds and stocks with simpler applications. In this course, we will delve deeper into bond and stocks with an emphasis on applications. In the first two weeks we will be focused on bonds. Also the Practice and Graded Assignments in weeks 2 and 4 are deliberately structured to contain ten questions, with some overlap with Course 3 followed by increasing complexity.
Read more
Syllabus
Week 1: Bond Valuation - Advanced Issues
This course follows the same pattern as the second course did relative to the first. In Course 3 we covered the basics of bonds and stocks with simpler applications. In this course, we will delve deeper into bond and stocks with an emphasis on applications. In the first two weeks we will be focused on bonds. Also the Practice and Graded Assignments in weeks 2 and 4 are deliberately structured to contain ten questions, with some overlap with Course 3 followed by increasing complexity.
Read more
Week 2: Bond Valuation - Advanced Applications
This week is all about practicing applications and attempting the Graded Assignment. I would encourage you to also revisit Yahoo Finance and review the data on bonds and read articles on bond markets.
Week 3: Stock Valuation - Advanced Issues
This module is probably the most interesting module in this Specialization because it shows you how any idea adds value by relating it to the price of a stock. You will gain a deep understanding of how firms create value and how growth may not be a good policy. All the concepts are introduced using applications. This module conveys the essence of value creation. You are encouraged to start Practicing the assignments.
Week 4: Stock Valuation - Advanced Applications
This week is again devoted entirely to financial analysis and assignments. Each assignment has ten questions and some are quite complex. You must take this opportunity to learn finance. All the skills you develop will help you both personally and professionally. The beauty of finance is that the frameworks are the same regardless of whether you are making a personal or a professional decision.
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Explores the most advanced topics related to using bonds to borrow money and using stocks to finance various activities
Develops learners’ abilities to value stocks and bonds in order to make smarter personal decisions
Instructor has a proven track record of teaching finance
Comprehensive study of advanced topics related to bonds and stocks
Applies an advanced understanding of financial concepts to real-world scenarios
Teaches skills that are highly relevant for personal and professional settings
Save this course
Save Advanced Understanding of Stocks and Bonds to your list so you can find it easily later:
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Reviews summary
Engage and understand advanced investing principles
According to students, this course delves into the world of investing with a professor who engages students and creates a simple to understand learning experience when it comes to stocks and bonds. While some negative remarks include not receiving solutions for assignments and quizzes being difficult, many learners say this course is worthwhile and easy to follow.
assignments are valuable learning tools
"The instructor does an excellent job engaging the student"
"This course is great"
assignments and quizzes are difficult
"The assignments and quizzes have absolutely nothing to do with what was actually taught"
"I would appreciate more elaboration in the feedback of 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 Advanced Understanding of Stocks and Bonds with these
activities:
Review bond valuation concepts
Show steps
Help refresh your knowledge of bond valuation concepts covered in Course 3.
Browse courses on
Bond Valuation
Show steps
-
Go over your notes and assignments from Course 3.
-
Review the relevant sections in the textbook.
Watch tutorials on bond valuation
Show steps
Supplement your understanding of bond valuation by watching tutorials.
Browse courses on
Bond Valuation
Show steps
-
Search for tutorials on bond valuation on YouTube or other video platforms.
-
Watch the tutorials and take notes on key concepts.
Solve bond valuation problems
Show steps
Practice applying bond valuation concepts to real-world problems.
Browse courses on
Bond Valuation
Show steps
-
Find a set of bond valuation problems online or in a textbook.
-
Solve the problems using the concepts you learned in Course 3.
-
Check your answers against the solutions provided.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Watch tutorials on stock valuation
Show steps
Supplement your understanding of stock valuation by watching tutorials.
Browse courses on
Stock Valuation
Show steps
-
Search for tutorials on stock valuation on YouTube or other video platforms.
-
Watch the tutorials and take notes on key concepts.
Solve stock valuation problems
Show steps
Practice applying stock valuation concepts to real-world problems.
Browse courses on
Stock Valuation
Show steps
-
Find a set of stock valuation problems online or in a textbook.
-
Solve the problems using the concepts you learned in Course 3 and 4.
-
Check your answers against the solutions provided.
Create a financial model for a company
Show steps
Apply your knowledge of stock valuation to create a financial model for a real-world company.
Browse courses on
Financial Modeling
Show steps
-
Choose a company that you are interested in.
-
Gather financial data on the company from sources such as Yahoo Finance or Bloomberg.
-
Create a financial model using a spreadsheet or financial modeling software.
-
Use the model to value the company's stock.
Write a report on your stock valuation
Show steps
Summarize your findings from the financial model you created in a written report.
Browse courses on
Stock Valuation
Show steps
-
Describe the company and its industry.
-
Explain the financial model you used.
-
Present your valuation results.
-
Provide recommendations for investors.
Review bond valuation concepts
Show steps
Help refresh your knowledge of bond valuation concepts covered in Course 3.
Browse courses on
Bond Valuation
Show steps
Show steps
Show steps
- Go over your notes and assignments from Course 3.
- Review the relevant sections in the textbook.
Watch tutorials on bond valuation
Show steps
Supplement your understanding of bond valuation by watching tutorials.
Browse courses on
Bond Valuation
Show steps
Show steps
Show steps
- Search for tutorials on bond valuation on YouTube or other video platforms.
- Watch the tutorials and take notes on key concepts.
Solve bond valuation problems
Show steps
Practice applying bond valuation concepts to real-world problems.
Browse courses on
Bond Valuation
Show steps
Show steps
Show steps
- Find a set of bond valuation problems online or in a textbook.
- Solve the problems using the concepts you learned in Course 3.
- Check your answers against the solutions provided.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Watch tutorials on stock valuation
Show steps
Supplement your understanding of stock valuation by watching tutorials.
Browse courses on
Stock Valuation
Show steps
Show steps
Show steps
- Search for tutorials on stock valuation on YouTube or other video platforms.
- Watch the tutorials and take notes on key concepts.
Solve stock valuation problems
Show steps
Practice applying stock valuation concepts to real-world problems.
Browse courses on
Stock Valuation
Show steps
Show steps
Show steps
- Find a set of stock valuation problems online or in a textbook.
- Solve the problems using the concepts you learned in Course 3 and 4.
- Check your answers against the solutions provided.
Create a financial model for a company
Show steps
Apply your knowledge of stock valuation to create a financial model for a real-world company.
Browse courses on
Financial Modeling
Show steps
Show steps
Show steps
- Choose a company that you are interested in.
- Gather financial data on the company from sources such as Yahoo Finance or Bloomberg.
- Create a financial model using a spreadsheet or financial modeling software.
- Use the model to value the company's stock.
Write a report on your stock valuation
Show steps
Summarize your findings from the financial model you created in a written report.
Browse courses on
Stock Valuation
Show steps
Show steps
Show steps
- Describe the company and its industry.
- Explain the financial model you used.
- Present your valuation results.
- Provide recommendations for investors.
Career center
Learners who complete Advanced Understanding of Stocks and Bonds will develop knowledge and skills
that may be useful to these careers:
Mergers and Acquisitions Analyst
Mergers and Acquisitions Analyst
Many companies consider Mergers and Acquisitions Analysts when buying or selling a company. As an integral part of the process, these analysts provide crucial data and insight. This course can help lead to a successful career as a Mergers and Acquisitions Analyst by equipping you with advanced knowledge of how bonds and stocks are valued. It also teaches you about the risks involved. This knowledge can help you assess companies more accurately, giving you an edge in the competitive world of Mergers and Acquisitions.
Private Equity Associate
Private Equity Associate
The role of a Private Equity Associate involves identifying, evaluating, and investing in companies with high growth potential. To excel in this role, a solid understanding of financial markets and instruments is critical. This course delves into advanced aspects of stocks and bonds, providing you with the knowledge and skills to make sound investment decisions. It can equip you with the expertise to succeed as a Private Equity Associate.
Investment Banker
Investment Banker
Investment Bankers play a vital role in advising companies on financial transactions such as mergers, acquisitions, and IPOs. A thorough understanding of stocks and bonds is essential for success in this field. This course provides insights into advanced valuation techniques and risk assessment, empowering you to make informed decisions and contribute effectively to complex financial transactions.
Financial Analyst
Financial Analyst
Financial Analysts are responsible for assessing the financial health and performance of companies and making investment recommendations. This course can help you gain a deeper understanding of how stocks and bonds are valued, which is crucial for conducting thorough financial analysis. By mastering the concepts taught in this course, you can develop strong analytical skills and become a valuable asset to investment firms.
Portfolio Manager
Portfolio Manager
Portfolio Managers oversee the investment portfolios of individuals and institutions, making decisions on asset allocation and investment strategies. This course provides advanced knowledge of stocks and bonds, which is essential for managing portfolios effectively. It helps you understand the risks and returns associated with different investments and make informed decisions to maximize returns.
Corporate Finance Manager
Corporate Finance Manager
Corporate Finance Managers play a key role in managing a company's financial resources. They make decisions on capital structure, dividend policy, and investment projects. This course provides valuable insights into the valuation of stocks and bonds, which is crucial for making sound financial decisions. It helps Corporate Finance Managers understand how to raise capital, allocate resources, and maximize the company's financial performance.
Equity Research Analyst
Equity Research Analyst
Equity Research Analysts provide research and insights on companies to help investors make informed investment decisions. This course can help you develop the analytical skills and knowledge of stocks and bonds necessary to excel as an Equity Research Analyst. It provides a deep understanding of valuation techniques and risk assessment, enabling you to make accurate recommendations and contribute to successful investment strategies.
Venture Capitalist
Venture Capitalist
Venture Capitalists provide funding to early-stage companies with high growth potential. This course can help you gain the knowledge and skills needed to evaluate investment opportunities and make informed decisions. It provides insights into the valuation of stocks and bonds, which is crucial for assessing the potential returns and risks associated with venture capital investments.
Hedge Fund Manager
Hedge Fund Manager
Hedge Fund Managers manage investment funds that use advanced strategies to generate high returns. A deep understanding of stocks and bonds is essential for success in this field. This course provides insights into complex valuation techniques and risk management, which are crucial for making informed investment decisions and managing risk in a fast-paced environment.
Financial Advisor
Financial Advisor
Financial Advisors provide financial advice and planning services to individuals and families. Knowledge of stocks and bonds is crucial for understanding investment options and developing personalized financial plans. This course can help you develop the skills and knowledge needed to provide sound financial advice and help clients achieve their financial goals.
Risk Manager
Risk Manager
Risk Managers identify, assess, and mitigate financial risks within organizations. This course can help you develop the skills and knowledge needed to understand and manage financial risks effectively. It provides insights into the valuation of stocks and bonds, which is crucial for assessing the potential risks and returns of different investments.
Credit Analyst
Credit Analyst
Credit Analysts assess the creditworthiness of companies and individuals. This course can help you develop the skills and knowledge needed to analyze financial statements and make informed credit decisions. It provides insights into the valuation of stocks and bonds, which is crucial for understanding the risks and returns associated with different credit investments.
Fund Manager
Fund Manager
Fund Managers manage investment funds that invest in a variety of assets, including stocks and bonds. This course can help you develop the skills and knowledge needed to manage investment funds effectively. It provides insights into the valuation of stocks and bonds, which is crucial for making sound investment decisions and achieving investment objectives.
Investment Consultant
Investment Consultant
Investment Consultants provide investment advice and guidance to individuals and institutions. This course can help you develop the skills and knowledge needed to provide sound investment advice. It provides insights into the valuation of stocks and bonds, which is crucial for understanding the risks and returns of different investments.
Quantitative Analyst
Quantitative Analyst
Quantitative Analysts use mathematical and statistical models to analyze financial data and make investment decisions. This course can help you develop the skills and knowledge needed to build and use quantitative models effectively. It provides insights into the valuation of stocks and bonds, which is crucial for developing accurate and reliable models.
For more career information including salaries, visit:
OpenCourser.com/course/z5xi3d/advanced
Reading list
We've selected 15 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
Advanced Understanding of Stocks and Bonds.
A comprehensive guide to fixed income securities, covering a wide range of topics from basics to advanced concepts. It is an excellent resource for those seeking a comprehensive understanding of bonds.
A classic work on security analysis, providing a rigorous framework for evaluating stocks and bonds. It valuable resource for those seeking a deep understanding of investment analysis.
A collection of Warren Buffett's writings on investing, business, and life. It provides valuable insights into the mind of one of the world's most successful investors.
A timeless guide to value investing, providing practical advice on how to select stocks and build a successful investment portfolio. It must-read for anyone interested in long-term investing.
Provides a comprehensive overview of fixed income securities, including valuation, risk, and analysis. It valuable reference for those seeking a deeper understanding of bonds and their role in investment portfolios.
A classic work on investment theory, providing a framework for understanding the valuation of stocks and bonds. It valuable resource for those seeking a deeper understanding of investment principles.
A classic work on growth investing, providing insights into how to identify and invest in companies with high growth potential. It valuable resource for those seeking to build a growth-oriented investment portfolio.
Save
Provides insights into the investment strategies of Warren Buffett, one of the world's most successful investors. It valuable resource for those seeking to learn from the master himself.
A collection of essays by Charlie Munger, Warren Buffett's long-time business partner. It provides valuable insights into Munger's投資 philosophy and approach to life.
Provides practical tools and strategies for analyzing fixed income securities. It valuable resource for those seeking to improve their ability to evaluate and manage fixed income investments.
Save
A groundbreaking work on behavioral economics, providing insights into how our brains make decisions. It valuable resource for those seeking to understand the psychological factors that influence投资 decisions.
A concise and accessible guide to value investing, providing practical advice on how to find and invest in undervalued stocks. It good starting point for those new to value investing.
A fascinating book that explores the fractal nature of financial markets. It provides valuable insights into the complex and unpredictable nature of investment markets.
A thought-provoking book that explores the role of black swan events in shaping the world. It valuable resource for those seeking to understand the risks and uncertainties that are inherent in investing.
Provides a clear and concise overview of fixed income investing, covering topics such as bond types, risk assessment, and portfolio management. It good starting point for those new to fixed income investing.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/z5xi3d/advanced
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Level
Intermediate
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Institution
University of Michigan
Instructor
Gautam Kaul
Language
English
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This course belongs to a
collection
called
Foundational Finance for Strategic Decision Making. It's comprised of four courses:
- Introduction to Time Value of Money (TVM)
- Advanced Concepts in Time Value of Money (TVM)
- Advanced Understanding of Stocks and Bonds (viewing)
- Stocks and Bonds
Good to know
Explores the most advanced topics related to using bonds to borrow money and using stocks to finance various activities
Develops learners’ abilities to value stocks and bonds in order to make smarter personal decisions
Instructor has a proven track record of teaching finance
Comprehensive study of advanced topics related to bonds and stocks
Applies an advanced understanding of financial concepts to real-world scenarios
Teaches skills that are highly relevant for personal and professional settings
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