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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
767件の評価
151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: 126 - 149 / 149 レビュー

by Pablo P

Jun 27, 2017

Good for a complete view and refresh concepts

by Ahmed K

Nov 12, 2017

really useful for beginners and even non- beginners in the financial markets

by Gita A L

Mar 06, 2017

Good introductory course! It gives an overview of the global financial market-as the course name suggests. The math problems are a bit hard though. Improvement can be made for the pop up quiz during the lecture--it suddenly cut the lecture; thus disrupting my concentration. It think it needs to be properly placed during the lecture so as to help in reviewing the lesson, not disrupt the student's focus.

by Sergio m

Aug 22, 2018

Great Course which provides students with a strong option for entering the financial planning field, taking less time than a extensive course and allowing students to study on their own time, without having to make major sacrifices in their professional or personal lives.

by Austin R

Sep 24, 2018

Probably a little elementary for most people signing up for this series of classes, but it was a good review and would be a great intro for those with zero experience with investing.

by David K

May 01, 2019

Materials are useful to get an initial understanding of financial world.

by Neelkanth S M

Sep 24, 2019

I was good

by Adrian N U

May 11, 2018

The course explains some basic concepts regarding financial markets. The discussion part is very interesting, but not so much for the calculation part.

Some of the calculations are pretty hard to perform, and it takes quite a jump from the lecture to solving the practise problems. A lot of the in-class whether-you-are-dreaming quizzes are pretty disturbing. The course can improve by adding more discussions and lessen the calculation part (or probably teach us how to use financial calculator)

by Mark J C

Dec 10, 2017

Video-embedded quiz lack solutions.

Some quiz are not well clearly stated.

by Matteo E

Dec 27, 2017

A good overall view of the markets and the investible world. It would get 5 stars if there was a broader analysis of different asset classes (i.e. annuity vs annuity due, etc...) and the accompanying notes were more detailed.

by Norman O

Dec 09, 2016

Explanations and examples are not so good.

by Deleted A

Nov 16, 2017

Instructor passionate but explanation of subjects shaky

by Muhammad I K

Nov 13, 2018

Course was good but I think the teacher Dr.O wasn't convinving at all. I find it really difficult in understanding her lectures.

by Benjamin D A

May 15, 2019

I think its a good introduction to financial markets but more from an academics perspective. We hardly had any guidance or reference to contemporary real markets. I wanted to learn about investment and I only learn how to calculate basic yields and returns. I turn on Bloomberg TV today and still do not understand any of the numbers and nomenclature they show or make reference to....

In conclusion I think the course is good from an academic standpoint but not for real life interaction with finance markets and news.

by Justin L

Jun 09, 2019

The quizzes included either pretty difficult math questions or pretty simple definition questions. I have gained a high level understanding of the various methods of investment from this course.

by Qin L

Aug 14, 2019

Many errors in notes, a little bit wasting of time to review. More formulas will be better to understand

by Lingfei S

Jun 02, 2018

It is such a disappointment for this one. Maybe it just could not fit my aim.

It teaches more about calculation instead of how to invest. I think maybe the title was wrong, it is more in finance calculation instead of investment itself, or how to become a smart investor.

And the worst part, is even for the basic calculation part, there are errors..... Finance is such an elaborate job. I could not make the balance sheet balanced if I got one little mistake during the calculation or recording process.

Basically and logically, I lost my trust for this course.

by Jean

Jan 15, 2017

Some calc and formulas are not clear otherwise the course allowed to have a general overview on financial instruments and trades

by Seth V

Jan 01, 2017

The course information is very interesting but covers the material too briefly. The topics were covered very quickly and not in very much depth. Quizzes often asked questions in a way that was not covered in the course material and were therefore quite difficult to figure out at times. I'm taking this course series to learn the material, not to be tricked of failed on a quiz. Also as this is a rather math-intensive subject, a more comprehensive review of the algebraic tools and skills required would be helpful. Lastly, there were many mistakes with grammar and spelling in the written portions. I know English isn't everyone's first language, but if we are paying for these educational materials then it doesn't look very professional for there to be glaring errors repeatedly throughout the material. It's not that difficult to have a native speaker proof-read before publishing (I would be happy to do this for you, any job openings?). Just some thoughts.

by Himanshu P

Dec 12, 2016

way too many peer reviewed assignments.

by Nathan T

Jul 11, 2017

Brief highlight of topics, with no proper demonstration of formulae derivation. Examples are often brief and the practice questions are often much harder than the actual examples given.

by Ethan D

Jul 10, 2017

I didn't enjoy the lectures

by Benjamin B

Jan 01, 2017

The material was interesting, but it lacked in sufficient practice resources for the mathematical portions. Also, instructor support / feedback to student questions was lacking. I found this course adequate if it was free, but not worth $79 for the amount of resources I was given to practice what we learned. This is highlighted by the fact that the weekly quizzes didn't show you the solution when you missed a question, so you were left guessing (instructors don't respond to student discussion questions) if the videos didn't address that specific question type.

by Shannon S

Aug 26, 2018

Cancelled... Lecture videos did not give nearly enough info or examples to be properly set up to understand quiz questions and pass. Lecture videos gave A, when quizzes and tests want A, B, and C.