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2021-01-05 10:06:00
30-Day Money-Back Guarantee

This course includes:

  • 11 hours on-demand video
  • 11 articles
  • 32 downloadable resources
  • 2 practice tests
  • Full lifetime access
  • Access on mobile and TV
  • Assignments
Finance & Accounting Investing & Trading Value Investing

The Complete Investor Bootcamp 2021

The Key to Successful, Profitable, and Sustainable Future? Investing. (Learn How to Make Money in the Stock Market)
Rating: 4.5 out of 54.5 (208 ratings)
2,305 students
Created by 365 Careers
Last updated 1/2021
English
English [Auto]
30-Day Money-Back Guarantee

What you'll learn

  • How to read a company’s summary page on Yahoo Finance
  • Download historical stock prices
  • Calculate rates of return and volatility measures
  • Compare the risk and return profiles of different securities
  • Calculate risk and return of a portfolio of stocks
  • Understand the concepts of correlation and diversification
  • Build the efficient frontier in Excel/Google Sheets
  • Discover how to download a company’s annual 10-K report and how to read it
  • Understand the Modern Portfolio Theory and use the Capital asset pricing model to determine expected return on equity in stock valuation models
  • Calculate the Sharpe and Treynor ratios, as well as indicators like M2 and Jensen’s alpha
  • You will also master fundamental valuation concepts such as fair and market value
  • Distinguish between public and private equity securities
  • Compare the market and book value of equities
  • Calculate the intrinsic value of a stock using the Dividend discount model
  • Explain why we use price multiples to value equity securities
  • Perform industry analysis
  • Use the industry life cycle model
  • Define primary and secondary markets
  • We will also calculate and interpret the value, price, and total return of an index
  • Contrast the different weighting methods used in index construction
  • Summarize the factors that affect market efficiency
  • Characterize behavioral finance and its relevance to understanding market anomalies
  • Review the principles of technical analysis
  • Examine common chart patterns
Curated for the Udemy for Business collection

Requirements

  • No prior knowledge is required
  • A spreadsheet tool: Microsoft Excel (any version) or Google Sheets

Description

What are your financial goals?

Do you want to supplement your traditional income?

Are you planning for an early retirement?

And ultimately, do you strive for financial freedom?

On the way to achieving financial success, there are very few things that are as important as an in-depth understanding of where and how to invest.

Don’t leave your cash sitting in the bank just because the stock market feels too sophisticated.

Whilst investment manager and mutual fund fees can be very expensive at times, you shouldn’t let this stand in your way.

To get ahead of the game, you can now learn how to invest on your own. Become a prepared investor who understands how the stock market functions.

You don’t need to be an expert in the field of finance. This course will help you unravel the defining concepts of financial markets, right from the get-go. You will learn about value investing and how to measure the performance of stocks, indexes, mutual funds, and ETFs.

We will explain different risk measures, and you will get to know how to be a disciplined investor who is aware of the underlying volatility on the market. That way, you will be better able to earn a living with none of the guessing games and uncertainty.

Put your resources to work and get a clear idea of what kind of investments are available to you today.

This course aims at developing your financial skills and aptitude. The key thing to remember is that there is no magic bullet for making six- and seven-figure profits overnight. This isn’t realistic and you should not trust anyone promising you such outcomes. It’s all about governing your money properly!

What we will do together is cover some very important topics that will build a solid foundation for becoming knowledgeable enough to invest in the stock market. Using your own analysis and forming your own ideas are two of the main skills you will acquire along the way.

In this course, you will also learn how to:

- Download financial data and interpret the data available in different financial sources

- Calculate rates of return and volatility measures

- Understand the concepts of correlation and diversification

- Interpret the Modern Portfolio Theory and use the Capital asset pricing model to determine expected return on equity in stock valuation models

- Build the efficient frontier in Excel

- Calculate the Sharpe and Treynor ratios, as well as indicators like M2 and Jensen’s alpha

- Distinguish between public and private equity securities

- Compute the intrinsic value of a stock using the Dividend discount model

- Use the industry life cycle model

- Define primary and secondary markets

- Calculate and interpret the value, price, and total return of an index

- Contrast the different weighting methods used in index construction

- Characterize behavioral finance and its relevance to understanding market anomalies

- Review the principles of technical analysis, and examine common chart patterns

- Describe the different types of investors, and consider the various aspects of the asset management industry

Don’t forget that the course comes with Udemy’s 30-day unconditional, money-back-in-full guarantee. And why not give such a guarantee, when we are sure the course will provide tons of value for you?

Go ahead and subscribe now! Acquire these skills and leap at the opportunity to set yourself apart from the crowd. Take no chances when planning for your future! Let's start learning together today!

Who this course is for:

  • Beginner investors
  • Individuals interested in investments
  • Investors who want to learn hands-on analysis techniques in Excel/Google Sheets
  • People who want to pursue financial freedom
  • Individuals who want to pursue a passive income lifestyle
  • Anyone interested in stock markets and financial securities

Course content

12 sections • 160 lectures • 11h 2m total length

  • Preview03:43
  • Preview04:33

  • Preview01:23
  • A Guide to Yahoo Finance (Part 1)
    04:28
  • A Guide to Yahoo Finance (Part 2)
    05:26
  • How to Download Historical Price Data in Excel (Yahoo Finance)
    03:19
  • Assignment: Download Historical Price Data in Excel (Yahoo Finance)
    1 question
  • How to Download Historical Price Data in Excel (Google Finance)
    05:34
  • Formatting a Spreadsheet
    01:23
  • Formatting a Spreadsheet
    1 question
  • How to Download Financials
    04:59
  • Stock vs. Index Fund Investing
    05:13
  • The Most Popular Stock Indexes and Their Composition
    04:08

  • Preview07:01
  • How to Calculate Rates of Return (Excel)
    04:23
  • Rates of Return
    4 questions
  • Calculate the Average and Geometric Mean Return of a Stock
    1 question
  • Mean, Variance and Covariance of Asset Returns
    05:41
  • Mean, Variance and Covariance of Asset Returns
    2 questions
  • Variance and Standard Deviation of Returns (Excel)
    02:02
  • Covariance and Correlation Between Two Stocks (Excel)
    03:18
  • Portfolio Risk and Return
    04:22
  • Portfolio Risk and Return (Excel)
    03:16
  • Risk Aversion
    05:01
  • Risk Aversion (Implications)
    08:48
  • Risk Aversion
    2 questions
  • Risk Aversion (Practice questions)
    00:00
  • Risk Aversion (Practice questions)_Answers with explanations
    00:01

  • Major Asset Classes
    05:34
  • Major Asset Classes
    1 question
  • Historical vs Expected Returns
    03:31
  • The Correlation Coefficient
    05:28
  • The Correlation Coefficient
    1 question
  • Investment Opportunity Set
    02:39
  • Minimum-Variance Frontier
    03:25
  • Minimum-Variance Frontier
    1 question
  • Minimum-Variance Frontier (Excel)
    04:24
  • Capital Allocation Line
    06:08
  • Capital Allocation Line
    2 questions
  • Optimal Risky Portfolio (Excel)
    03:47
  • Capital Allocation Line (Excel)
    06:28
  • Optimal Investor Portfolio
    03:16
  • Optimal Investor Portfolio
    1 question
  • Portfolio Risk and Return (part 1)
    14 questions

  • Preview04:24
  • Two-fund Separation Theorem
    5 questions
  • CAL vs. CML
    07:20
  • CAL vs. CML
    6 questions
  • Systematic vs. Unsystematic Risk
    03:30
  • Systematic vs. Unsystematic Risk
    3 questions
  • Return-generating Models
    06:39
  • Return-generating Models
    1 question
  • Calculate and Interpret Beta
    04:54
  • Calculate and Interpret Beta
    2 questions
  • Regression analysis
    03:24
  • Regression analysis
    1 question
  • How to Calculate Beta in Excel
    08:53
  • Capital Asset Pricing Model (CAPM)
    05:34
  • Capital Asset Pricing Model (CAPM)
    1 question
  • Security Market Line (SML)
    03:36
  • Security Market Line (SML)
    3 questions
  • Expected Return (CAPM)
    04:23
  • Expected Return (CAPM)
    2 questions
  • CAPM (Applications)
    04:03
  • CAPM (Applications)
    2 questions
  • Sharpe Ratio and M2 Ratio
    04:14
  • Sharpe Ratio and M2 Ratio
    2 questions
  • Treynor Ratio and Jensen’s Alpha
    05:18
  • Treynor Ratio and Jensen’s Alpha
    2 questions
  • Performance Measures (Example)
    04:50
  • Portfolio Risk and Return (part 2)
    30 questions

  • Equity Securities (Characteristics)
    07:12
  • Equity Securities (Characteristics)
    5 questions
  • Voting Rights
    01:50
  • Private vs. Public Equity
    06:16
  • Private vs. Public Equity
    2 questions
  • Non-domestic Stocks
    07:58
  • Non-domestic Stocks
    2 questions
  • Equity (Risk and Return)
    05:04
  • Equity (Risk and Return)
    2 questions
  • The Role of Equity in Company Financing
    01:50
  • The Role of Equity in Company Financing
    1 question
  • Market vs Book Value of Equity
    01:45
  • Market vs Book Value of Equity
    2 questions
  • Return on Equity
    04:28
  • Return on Equity
    2 questions
  • Cost of Equity
    04:02
  • Cost of Equity
    1 question

  • Industry Analysis
    03:07
  • Industry Analysis
    2 questions
  • Industry Classification Systems
    04:02
  • Industry Classification Systems
    2 questions
  • Commercial Industry Classification Systems
    03:16
  • Commercial Industry Classification Systems
    3 questions
  • Governmental Industry Classification Systems
    03:16
  • Governmental Industry Classification Systems
    2 questions
  • Cyclical vs. Non-cyclical Firms
    05:13
  • Cyclical vs. Non-cyclical Firms
    3 questions
  • Peer Group Analysis
    03:51
  • Peer Group Analysis
    1 question
  • Industry Analysis (Elements)
    06:04
  • Industry Analysis (Elements)
    2 questions
  • Strategic Analysis (Principles)
    08:21
  • Strategic Analysis (Principles)
    2 questions
  • Barriers to Entry
    06:07
  • Barriers to Entry
    1 question
  • Industry Concentration
    05:33
  • Industry Concentration
    2 questions
  • Industry Capacity
    06:06
  • Industry Capacity
    2 questions
  • Industry Life-cycle Model
    07:42
  • Industry Life-cycle Model
    2 questions
  • Representative Industries (Characteristics)
    05:48
  • Representative Industries (Characteristics)
    1 question
  • Industry Growth, Profitability, and Risk (External Influences)
    05:11
  • Industry Growth, Profitability, and Risk (External Influences)
    1 question
  • Company Analysis (Elements)
    08:27
  • Company Analysis (Elements)
    2 questions
  • Practice Questions
    00:00
  • Practice Questions (Answers and Explanations)
    00:01

  • Financial System (Functions)
    01:47
  • Financial System (Purposes)
    04:32
  • Equilibrium Interest Rate
    02:40
  • Financial System
    1 question
  • Asset Classification
    05:02
  • Asset Classification
    3 questions
  • Security Types
    04:48
  • Pooled Investment Vehicles
    08:09
  • Pooled Investment Vehicles
    1 question
  • Currencies
    02:20
  • Derivative Contracts
    07:37
  • Real Assets
    03:50
  • Financial Intermediaries
    03:59
  • Dealers
    03:50
  • Dealers
    1 question
  • Depository Institutions
    03:13
  • Insurance Companies
    02:44
  • Arbitrageurs
    02:54
  • Clearinghouses and Custodians
    02:46
  • Long and Short Position
    03:59
  • Long and Short Position
    2 questions
  • Short Position
    02:46
  • Leveraged Position
    03:44
  • Leverage Ratio
    04:25
  • Leverage Ratio
    3 questions
  • Margin Call
    02:48
  • Margin Call
    1 question
  • Trade Order
    02:38
  • Execution Instructions
    06:39
  • Execution Instructions
    1 question
  • Validity Instructions
    05:45
  • Clearing Instructions
    01:47
  • Primary vs. Secondary Market
    01:57
  • Initial Public Offering (IPO)
    05:56
  • Other Primary Market Transactions
    05:46
  • Other Primary Market Transactions
    1 question
  • Secondary Market Structures
    04:09
  • Secondary Market Structures
    1 question
  • Execution Mechanisms
    07:22
  • Execution Mechanisms
    1 question
  • Market Information Systems
    01:21
  • Characteristics of a Well-functioning Financial System
    04:48
  • Characteristics of a Well-functioning Financial System
    1 question
  • Market Regulation
    04:39
  • Practice Questions
    00:00
  • Practice questions (answers and explanations)
    00:01

  • Security Market Index
    01:23
  • Security Market Index
    1 question
  • Price and Total Return
    04:56
  • Price and Total Return
    1 question
  • Single-period Total Return
    02:06
  • Single-period Total Return
    2 questions
  • Index Value (Multiple Time Periods)
    02:28
  • Index Construction and Management
    02:14
  • Index Construction and Management
    1 question
  • Index Weighting
    02:56
  • Index Weighting
    2 questions
  • Equal Weighting
    02:06
  • Market-capitalization Weighting
    01:59
  • Market-capitalization Weighting
    2 questions
  • Float-adjusted Market-capitalization Weighting
    02:14
  • Fundamental Weighting
    02:31
  • Fundamental Weighting
    1 question
  • Price-weighted Index (Value and Return) in Excel
    05:12
  • Market-capitalization-weighted Index (Value and Return) in Excel
    03:07
  • Market-capitalization-weighted Index
    1 question
  • Equal-weighted Index (Value and Return) in Excel
    04:24
  • Index returns (Excel)
    00:00
  • Index Rebalancing
    03:43
  • Index Rebalancing
    1 question
  • Market Indexes (Applications)
    05:05
  • Market Indexes (Applications)
    1 question
  • Equity Index Types
    03:54
  • Equity Index Types
    1 question
  • Fixed-Income Index Types
    01:32
  • Fixed-Income Index Types
    1 question
  • Alternative Investment Index Types
    04:21
  • Alternative Investment Index Types
    2 questions
  • Security Market Indexes (Comparison)
    04:50
  • Practice Questions
    00:00
  • Practice Questions with Answers
    00:01

  • Preview04:15
  • Market Efficiency
    2 questions
  • Preview02:20
  • Market vs. Intrinsic Value
    1 question
  • Market Efficiency: Factors
    06:53
  • Market Efficiency: Factors
    2 questions
  • Market Efficiency Forms
    05:59
  • Market Efficiency Forms
    3 questions
  • Market Efficiency Forms (Implications)
    05:05
  • Market Efficiency Forms (Implications)
    2 questions
  • Market Anomalies
    02:53
  • Market Anomalies
    1 question
  • Market Anomalies (Types)
    04:13
  • Market Anomalies (Types)
    2 questions
  • Momentum and Overreaction Anomalies
    03:19
  • Momentum and Overreaction Anomalies
    1 question
  • Cross-Sectional Anomalies
    02:53
  • Cross-Sectional Anomalies
    1 question
  • Other Market Anomalies
    06:31
  • Other Market Anomalies
    1 question
  • Behavioral Finance
    04:41
  • Behavioral Finance
    2 questions

Instructor

365 Careers
Creating opportunities for Business & Finance students
365 Careers
  • 4.5 Instructor Rating
  • 377,173 Reviews
  • 1,285,101 Students
  • 68 Courses

365 Careers is the #1 best-selling provider of finance courses on Udemy. The company’s courses have been taken by more than 1,000,000 students in 210 countries. People working at world-class firms like Apple, PayPal, and Citibank have completed 365 Careers trainings.  

Currently, the firm focuses on the following topics on Udemy:  

1) Finance – Finance fundamentals, Financial modeling in Excel, Valuation, Accounting, Capital budgeting, Financial statement analysis (FSA), Investment banking (IB), Leveraged buyout (LBO), Financial planning and analysis (FP&A), Corporate budgeting, applying Python for Finance, Tesla valuation case study, CFA, ACCA, and CPA

2) Data science – Statistics, Mathematics, Probability, SQL, Python programming, Python for Finance, Business Intelligence, R, Machine Learning, TensorFlow, Tableau, the integration of SQL and Tableau, the integration of SQL, Python, Tableau, Power BI, Credit Risk Modeling, and Credit Analytics

3) Entrepreneurship – Business Strategy, Management and HR Management, Marketing, Decision Making, Negotiation, and Persuasion, Tesla's Strategy and Marketing

4) Office productivity – Microsoft Excel, PowerPoint, Microsoft Word, and Microsoft Outlook

5) Blockchain for Business

All of the company’s courses are:  

Pre-scripted  

Hands-on  

Laser-focused  

Engaging  

Real-life tested  

By choosing 365 Careers, you make sure you will learn from proven experts, who have a passion for teaching, and can take you from beginner to pro in the shortest possible amount of time.  

If you want to become a financial analyst, a finance manager, an FP&A analyst, an investment banker, a business executive, an entrepreneur, a business intelligence analyst, a data analyst, or a data scientist, 365 Careers’ courses are the perfect place to start. 

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