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Global Financial Markets and Instruments に戻る

ライス大学(Rice University) による Global Financial Markets and Instruments の受講者のレビューおよびフィードバック

4.6
784件の評価
152件のレビュー

コースについて

Get a running start in the high-stakes world of financial investment! This first course is designed to help you become an informed investor by providing you with the essential concepts for long-term success in managing money. You’ll start by learning the role of financial markets and financial assets in a well-functioning economy. From there, you’ll learn about the wide range of financial instruments available in major asset classes, their features and valuations. You’ll explore how financial markets actually operate in the real world, focusing on how and where securities are traded and how various market types differ from one another in practice. You will also learn the basics of algorithmic trading, dark pools, buying on margin and short selling. By the end of the course, learners will be able to: • List and distinguish the different financial instruments available to an investor • Compare global financial markets • Explain the features of equity, debt, and derivative instruments • Define traditional and alternative asset classes • Discuss different trading venues and mechanics of securities trading • Discuss the current trends affecting today’s financial markets This course is designed to be accessible for students of all knowledge levels and gives you the actionable foundation needed to manage money in a post-crisis world. ________________________________________ WEEK 1 Module 1: Introduction & Review of Elementary Finance Tools This module introduces the Investment and Portfolio Management Specialization, which is made up of four courses. This module discusses how the first course, Global Financial Markets and Assets, is organized. It outlines the different stages of the investment management process, which guides the focus of the Specialization. It also reviews basic finance concepts and tools such as time value of money, computing returns, discounting and compounding. Topics covered include: • Familiarize with the organization of the class • Meet the professor and your peers • Explain the investment management process • Review elementary concepts in finance • Compute present value or future value of a single cash flow • Compute present value of future value of a stream of cash flows • Define an annuity or perpetuity • Apply time value of money tools to solve basic mortgage, loan or retirement problems ________________________________________ WEEK 2 Module 2: Financial system & financial assets: fixed income securities In this and the next two modules, we cover the key institutional features of financial markets and instruments. We ask the following questions: Why do financial markets exist? What role do they play? What are financial assets and how are they different than real assets? How does it all come together? Basically, this is where I hope you will get to see the big picture of the entire financial system and how it comes together. Module 2 focuses on fixed income securities. We'll get started with a review of basics of bond valuation. You will learn about short-term money market instruments, U.S. Treasury securities as well as corporate bonds. After module 2, you will be able to describe fixed income securities, be familiar with their institutional features, and identify their cash flows. Finally, you will learn how to value fixed income securities such as Treasury bills, zero-coupon or coupon-bonds and compute yields. Topics covered include: • Explain the roles of financial markets • Distinguish between real and financial assets • Define and explain money market instruments, zero-coupon and coupon- bonds and features • Identify the cash flows associated with fixed-income securities • Define and explain bond market features • List the different types of Treasury securities and explain pricing and quoting conventions • List and define other long-term debt instruments such as corporate bonds, mortgage-backed securities, sovereign debt • Find the value of a zero-coupon or coupon-bonds ________________________________________ WEEK 3 Module 3: Financial system & financial assets: equity securities and derivatives In Module 3, we continue our overview of financial markets and instruments. We next focus on two other major asset classes: equity securities and derivative instruments. You will learn about how equity differs from fixed income securities, the cash flows associated with stock and preferred stock and how to find the value of a share. You will also learn about option strategies. After completing module 3, you will be able to describe all major asset classes, including derivative instruments such as options, forwards and futures. You will be able to explain how these differ from each other and their payoffs. Topics covered include: • Distinguish between equities and fixed income securities • Define and explain the features of equity securities • Identify the cash flows associated with equity securities • Explain dividend discount model • Find the value of a share of common stock or preferred stock • Define and list different types of derivative securities • Explain option payoffs • Distinguish between a forward and futures contract • Explain forward and futures payoffs • Identify traditional and alternative asset classes ________________________________________ WEEK 4 Module 4: Organization of financial markets and securities trading In this module, we discuss how financial markets actually work. We will talk about different trading venues and the mechanics of securities trading. I will emphasize a lot of terminology and the latest trends in securities trading to familiarize you with the institutional workings of financial markets. After this module, you will be able to compare different trading venues, trading mechanisms, and be able to explain different types of orders, including transactions like margin buying and short- selling; you will be familiar with the language and terminology you need in order to become an informed practitioner of investments. Topics covered include • Explain the roles of corporations, households, government, and financial intermediaries in the financial system • Explain price discovery process • Define different type of orders • Distinguish between dealer vs. auction markets; different trading platforms • Explain margin buying and short-selling transactions • Understand the current trading environment such as algorithmic or high frequency trading, dark pools etc....

人気のレビュー

FA

Jan 15, 2018

Good and succinct introduction to financial markets and instruments. Clear valuation formulas and intuitive explanation of treatment of cash-flows to define future and present values.

JG

Jun 19, 2017

Great online training course, helping participants to understand foundations of financial markets and instruments, helping me to grow and gain new financial capabiliites.

フィルター:

Global Financial Markets and Instruments: 26 - 50 / 150 レビュー

by Lin, Y

Dec 05, 2018

very helpful!! thank you so much!!

by Ana C A

Jul 12, 2018

A great course, undoubtedly.

by csd

Sep 11, 2017

Excellent foundational course for financial markets

by Prathap D

Dec 15, 2017

Excellent Intro

by Mohit P

Apr 05, 2018

Amazing Course by Rice University.

by Victor M

Jul 11, 2017

Good

by RAFAEL A Z

Jun 04, 2018

excelent cpurse and excelent teacher

by Susan H

Jan 28, 2018

It's a useful introductory course to financial markets. The many examples, supplementary reading materials and forum discussions are very helpful to understand the topics at a deeper or more extensive level. Thank you Dr. O and the teaching staff who help to answer the many questions in the forum:)

by SHRINIVAS K

Dec 04, 2017

amazing course provides huge knowledge

by Muhammad S K

Dec 05, 2016

This course proves very helpful for me

by Marco A M M

Feb 13, 2017

Despite being focused on US and EUROPE markets what, particulary, made the compreension of the course a bit harder considering i'm from latin america, Brazil; the course allowed me to have a great approach on global markets and financial instruments from the rest of the world. Knowing this kind of stuff allows me to agregate value to my clients negotiations in terms of insurance risk.

by Avirup A

Nov 19, 2017

NA

by Kumar A

Oct 28, 2017

Truly amazing... comprehensive and exhaustive study material with unparalleled teaching expertise of Prof. Arzu. I am really thankful to the creators of this course and to the Rice university as well for bringing quality education at our door steps. At last I would say this is really helpful for those looking to make a career in Investment banking because for me I'll be pursuing CFA by feb of 2018 thus this course will go a long way.

by Tarek E

Feb 21, 2018

Excellent Course

by Han C

Feb 14, 2017

Thanks Dr. O!

by Daniel A

May 28, 2017

Very good overview with basic quantitative methods and analysis. Good for beginners. Although many of the methods are calculated automatically in brokers like Schwab, they are still useful in brushing up quantitative skills. The theory and more humanities oriented side of the course is also informative. I did retail forex trading and was familiar with many terms, but I was also introduced to new processes that I was unaware of. Overall the course was very good and worth a look.

by Matshepo J

Aug 06, 2017

Greatest decision I have ever made.

by Ruth R M

Mar 10, 2018

ALTHOUGH THIS COURSE WAS VERY HARD FOR ME, SINCE I FINISHED MY DEGREE 30 YEARS AGO AND HAD TO REMEMBER MY MATHS!

by Ryan B

Dec 04, 2016

I have no background in this subject but am highly motivated to learn. Dr. O was super informative and provided links to additional resources on complicated/controversial material. I have learned a lot, and I am very thankful! If you are interested in learning this subject, I strongly recmomend this course

by Miao H

Apr 27, 2017

fabulous! Thank you Professor O

by Cristiano S

Dec 04, 2017

Great!!! Excellent Professor, she is so good!

by Буртовой П С

Nov 01, 2017

заебись

by HANXIAO Z

Jul 14, 2017

Very clear!!! It is a good help for a beginner.

by Peter A

Aug 11, 2017

A great course. I learned exactly what I hoped to learn. :)

by karan d s

Mar 19, 2017

A really nice introduction to financial markets and its instruments.