Investment Analysis

(6 Reviews)

43 Students

Course Overview

This course provides a comprehensive understanding of how to evaluate investment opportunities, analyse financial instruments, assess risks, and make informed decisions in both individual and institutional investment contexts. Through a blend of theory and practical tools, learners will explore valuation techniques, portfolio management strategies, and market trends affecting investments.

Key Features

  • Instructor-led and self-paced options
  • Real-world case studies and investment simulations
  • Access to financial modeling tools (Excel-based)
  • Updated with current market practices
  • Certificate of completion
  • Interactive quizzes and hands-on assignments

Learning Outcomes

By the end of this course, learners will be able to:

  • Understand the principles of investment and financial markets
  • Conduct fundamental and technical analysis
  • Evaluate risk and return of various asset classes
  • Apply valuation models to equities, bonds, and derivatives
  • Construct and manage investment portfolios
  • Monitor market indicators and make strategic investment decisions

Who Should Take This Course?

  • Finance and accounting students
  • Aspiring investment analysts or portfolio managers
  • Entrepreneurs and business owners
  • Professionals looking to upskill in asset management
  • Anyone interested in personal or institutional investing

Assessment

  • Module-end quizzes
  • Financial modeling exercises
  • Final capstone project: Analyze a real investment opportunity
  • Peer-reviewed investment portfolio report

Requirements

  • Basic understanding of finance or accounting (preferred)
  • Familiarity with Microsoft Excel or Google Sheets
  • No prior investment experience required

FAQs

Q1: Is this course beginner-friendly?
A: Yes, the course starts with basics and gradually moves to advanced concepts.

Q2: Is there a certificate?
A: Yes, a certificate will be provided upon successful completion.

Q3: What tools will I need?
A: Excel or Google Sheets for modelling and analysis. Supplementary tools may be suggested.

Q4: Can I access the content anytime?
A: If you choose the self-paced version, yes. Instructor-led courses follow a schedule.

Q5: Will I learn about cryptocurrencies or alternative investments?
A: Yes, emerging asset classes and recent market trends are discussed in later modules.

Bonus Add-on:

Live Investment Workshops & Webinars
Optional monthly webinars with industry experts on real-time market updates and investment strategies.

Course Curriculum

Module 1: Introduction To Investments

Types Of Investments

Financial Markets And Instruments

Financial Markets And Instruments

Financial Statement Analysis

Valuation Ratios

Earnings, Dividends, And Economic Factors

Chart Patterns And Indicators

Momentum And Trend Analysis

Volume And Volatility Signals

Modern Portfolio Theory

Efficient Frontier

Diversification And Correlation

Discounted Cash Flow

Dividend Discount Model

Bond Pricing And Yield Analysis

Growth Vs. Value Investing

Passive Vs. Active Strategies

Behaviuoral Finance Insights

Types Of Risk

Risk Metrics

Hedging With Derivatives

Investment Analysis

£25

Certificate

Yes

Unit

20

Quiz

2