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#### 100% online

Start instantly and learn at your own schedule.

#### Approx. 21 hours to complete

Suggested: 10 hours/week...

#### English

Subtitles: English, Spanish

### Skills you will gain

Bond ValuationFinancial MarketsFinanceInvestment

#### 100% online

Start instantly and learn at your own schedule.

#### Approx. 21 hours to complete

Suggested: 10 hours/week...

#### English

Subtitles: English, Spanish

### Syllabus - What you will learn from this course

Week
1
5 hours to complete

## Module 1: Introduction & Review of Elementary Finance Tools

17 videos (Total 75 min), 15 readings, 5 quizzes
17 videos
Back to basics (Part 1.1): What is time value of money?5m
Back to Basics (Part 1.2): Finding the future value of a cash flow4m
Back to Basics (Part 1.3): Finding the present value of a cash flow3m
Back to basics (Part 2.1): What are annuities?9m
Back to basics (Part 2.2): Annuities example: Retirement problem2m
Back to basics (Part 2.3): Finding the present value of annuities4m
Back to basics (Part 2.4): Annuities Example: Loan Problem3m
Back to basics (Part 3.1): Computing the effective annual interest rate6m
Back to basics (Part 3.2): Computing an effective rate over any period2m
Back to basics (Part 3.3): Examples, examples, and more examples3m
Back to basics (Part 3.4): Computing continuously compounded rates3m
Back to basics (Part 4.1): Valuing perpetuities and growing perpetuities6m
Back to basics (Part 4.2): Valuing growing annuities4m
Using elementary finance tools – Summary2m
Course syllabus10m
Meet & Greet: Get to know your classmates10m
How to use discussion forums10m
Pre-Course Survey10m
Lecture handouts: Review of Elementary Finance Tools Part 110m
Review of Elementary Finance Tools Part 1- Quiz Solutions10m
Lecture handouts: Review of Elementary Finance Tools Part 210m
Review of Elementary Finance Tools Part 2- Quiz Solutions10m
Lecture handouts: Review of Elementary Finance Tools Part 310m
Review of Elementary Finance Tools Part 3- Quiz Solutions10m
Lecture handouts: Review of Elementary Finance Tools Part 410m
Review of Elementary Finance Tools Part 4- Quiz Solutions10m
Review of Elementary Finance Tools- Graded Quiz Solutions10m
Listen to Bloomberg's Masters in Business: Interview with Vanguard CEO Bill McNabb10m
5 practice exercises
Review of Elementary Finance Tools Part 18m
Review of Elementary Finance Tools Part 28m
Review of Elementary Finance Tools Part 314m
Review of Elementary Finance Tools Part 48m
Module 1: Review of Elementary Finance Tools20m
Week
2
4 hours to complete

## Module 2: Financial system & financial assets: fixed income securities

9 videos (Total 66 min), 11 readings, 5 quizzes
9 videos
Basics of Bond Valuation Part 23m
Money market instruments9m
Calculating U.S. Treasury bill prices7m
U.S Treasury securities8m
Other long-term debt instruments10m
Summing up fixed income securities1m
Lecture handouts: A primer on financial assets10m
A primer on financial assets- Quiz Solutions10m
Lecture handouts: Basics of bond valuation10m
A note on bond valuation10m
Basics of Bond Valuation- Quiz Solutions10m
Lecture handouts: Money market instruments10m
Federal Reserve Bank's Open Market Operations (optional)10m
Calculating Treasury Bill Prices- Quiz Solutions10m
Lecture handouts: Long-term debt instruments10m
Long-term debt instruments- Quiz Solutions10m
Financial Assets: fixed income securities- Graded Quiz Solutions10m
5 practice exercises
A primer on financial assets4m
Basics of Bond Valuation16m
Calculating Treasury Bill Prices8m
Long-term debt instruments22m
Module 2: Financial assets - fixed income securities20m
Week
3
4 hours to complete

## Module 3: Financial system & financial assets: equity securities and derivatives

7 videos (Total 54 min), 9 readings, 3 quizzes
7 videos
Derivative Securities: Options10m
Derivative securities: Futures and forward contracts10m
Summing Up equities and derivatives2m
A note on equity valuation10m
Lecture handouts: Equity securities10m
Equity Securities- Quiz Solutions10m
Lecture handouts: Derivative securities10m
A note on option payoffs10m
An illustration of a foreign currency forward contract10m
Derivative Securities- Quiz Solutions10m
Global Alternatives Survey (optional)10m
Financial assets: Equities and Derivatives- Graded Quiz Solutions10m
3 practice exercises
Equity Securities20m
Derivative securities30m
Module 3: Financial assets - Equities and derivatives20m
Week
4
3 hours to complete

## Module 4: Organization of financial markets and securities trading

8 videos (Total 61 min), 10 readings, 3 quizzes
8 videos
Types of order5m
Margin transactions10m
Short sales6m
Summary1m
Roaring ahead: ETFs have overtaken hedge funds as an investment vehicle (optional)10m
ETFs Report: A market driven by 'speculators' (optional)10m
Lecture handouts: Organization of financial markets10m
Organization of financial markets- Quiz Solutions10m
Market declines: What is accomplished by banning short-selling? (Optional)10m
What caused the Flash Crash? (optional)10m
End-of-Course Survey10m
3 practice exercises
Organization of financial markets10m
Module 4: Organization of financial markets and securities trading16m
4.6
145 Reviews

## 43%

started a new career after completing these courses

## 45%

got a tangible career benefit from this course

### Top reviews from Global Financial Markets and Instruments

By FAJan 15th 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.

By CCAug 15th 2017

Good review of simple financial material. Not an in-depth review, but a good refresher of modules that you would have seen in your MS Finance or MBA Finance.

## Instructor

### Arzu Ozoguz

Finance Faculty

Rice University is consistently ranked among the top 20 universities in the U.S. and the top 100 in the world. Rice has highly respected schools of Architecture, Business, Continuing Studies, Engineering, Humanities, Music, Natural Sciences and Social Sciences and is home to the Baker Institute for Public Policy....

## About the Investment and Portfolio Management Specialization

In this four-course Specialization, you’ll learn the essential skills of portfolio management and personal investing. All investors – from the largest wealth funds to the smallest individual investors – share common issues in investing: how to meet their liabilities, how to decide where to invest, and how much risk to take on. In this Specialization, you will learn how to think about, discuss, and formulate solutions to these investment questions. You will learn the theory and the real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives. You will begin with an overview of global financial markets and instruments that characterize the investment opportunities available to today’s investor. You will then learn how to construct optimal portfolios that manage risk effectively, and how to capitalize on understanding behavioral biases and irrational behavior in financial markets. You will learn the best practices in portfolio management and performance evaluation as well as current investment strategies. By the end of your Capstone Project, you will have mastered the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success. To see an overview video for this Specialization, click here!...