Course Contents

This course navigates students through the dynamic world of investments. The course is designed to provide an introduction to the many facets of financial markets and investment strategies. Beginning with a foundational understanding of financial instruments and markets, students will progress to topics like securities valuation, the balance of risk and return, and the theoretical underpinnings of portfolio management.

As the course delves deeper, students will be introduced to critical frameworks like the Capital Asset Pricing Model (CAPM), explore the intricacies of equity and bond valuations, and get a grasp on contemporary concepts such as the Efficient Market Hypothesis and the contrasting viewpoints of Behavioral Finance.

Pairing rigorous academic content with practical application, this course equips students to both understand and participate actively in the investment landscape. By the end of the course, students will have cultivated a robust understanding of investments, equipping them for the dynamic world of finance and portfolio management.

 

Unlock Your Potential

Get access to Kepsfield Academy's unique adaptive learning environment with comprehensive theory, videos and adaptive quizzes on 5 different levels.
Engage in a compelling real-world case study where you will tackle challenges like portfolio optimization, understanding the implications of the CAPM in real-world scenarios, and navigating the complexities of equity and bond valuations.
Get access to the Kepsfield Academy resource hub with tools for securities analysis, equity and bond valuation models, CAPM calculation templates, derivative strategy guides, behavioural finance insights and case study evaluations.

Lessons Overview

This course aims to provide you with an insight into financial markets, equity and fixed income securities, portfolio theory and investment strategies

Lesson 1: Course Outline & Introducing the Case Study
Lesson 2: Introduction to Investments
Lesson 3: Financial Markets
Lesson 4: Securities and Financial Instruments
Lesson 5: Risk and Return
Lesson 6: Portfolio Theory
Lesson 7: The Capital Asset Pricing Model (CAPM)
Lesson 8: Equity Valuation
Lesson 9: Bond Valuation
Lesson 10: Interest Rate Risk
Lesson 11: Derivatives
Lesson 12: Options and Futures Strategies
Lesson 13: Efficient Market Hypothesis
Lesson 14: Behavioral Finance
Lesson 15: Case Study Investments