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
Module 2: Fundamental Analysis
Financial Statement Analysis
Valuation Ratios
Earnings, Dividends, And Economic Factors
Module 3: Technical Analysis
Chart Patterns And Indicators
Momentum And Trend Analysis
Volume And Volatility Signals
Module 4: Portfolio Theory & Asset Allocation
Modern Portfolio Theory
Efficient Frontier
Diversification And Correlation
Module 5: Valuation Techniques
Discounted Cash Flow
Dividend Discount Model
Bond Pricing And Yield Analysis
Module 6: Investment Strategies
Growth Vs. Value Investing
Passive Vs. Active Strategies
Behaviuoral Finance Insights
Module 7: Risk Management
Types Of Risk
Risk Metrics
Hedging With Derivatives
