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Financial Planning for Young Adults (Coursera)

Financial Planning for Young Adults (FPYA), developed in partnership with the CFP Board, is designed to provide an introduction to basic financial planning concepts for young adults. The FPYA course is organized across eight separate modules within a 4-week window. Topics covered include financial goal setting, saving and investing, [...]
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Average: 10 ( 3 votes )

Meeting Investors' Goals (Coursera)

In this course, you will dive into the concepts of rationality and irrationality and understand how they impact our investment decisions and what the consequences can be at the market level. You will first explore the different biases that we, as humans, are subjected to when facing investment decisions [...]
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Average: 1 ( 3 votes )

Fundamentals of Investing (Coursera)

Jun 21st 2021
Fundamentals of Investing (Coursera)
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This is primarily aimed at novice investors who want to better understand the concept of investing and how it can fit into their overall financial plan. Taught by a CERTIFIED FINANCIAL PLANNER™ Professional, this course will cover different investment vehicles, risk tolerance, diversification, and the difference between active and [...]
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U.S. Bond Investing Basics (Coursera)

Jun 14th 2021
U.S. Bond Investing Basics (Coursera)
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In this fixed income course, you will learn to distinguish between different types of U.S. dollar-denominated corporate and municipal debt issuance, identify corporate and municipal bonds available to purchase and sell on an online trading platform, grasp the market mechanics underlying each type of fixed income instrument, as well [...]
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Business Strategies for Social Impact (Coursera)

When is it good business practice to invest for social good? What are the most innovative and effective business strategies for developing positive social impact around the world? Designed by renowned Wharton professors Katherine Klein and Chris Geczy to help individuals, organizations, and investors bring about societal change, this [...]
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Investment Strategy (Coursera)

Discover the basic concepts of needs analysis, investment policy, asset allocation, product selection, portfolio monitoring and re-balancing. We will look at the types of institutional investors - pension funds and insurance companies. You will learn the client management life cycle and dive into portfolio management as a process. You [...]
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Average: 4 ( 3 votes )

Real Estate Modeling With Money Weighted Software (Skillshare)

Self Paced
Real Estate Modeling With Money Weighted Software (Skillshare)
Free Course
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This class introduces you to Real Estate Modeling using the Money Weighted software application. From start to finish, I will show you how to "Run The Numbers" and how to create complicated real estate cash flow models using this intuitive but sophisticated program. I walk you through from [...]
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Budgeting 101 - Look after your money (Skillshare)

Self Paced
Budgeting 101 - Look after your money (Skillshare)
Free Course
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In this class, you'll learn budgeting 101 basics and how to create your first budget and how this can help with your finances. Creating a budget can be fun and is a valuable way to better understand your finances.
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Investing 101: Search For Stocks To Buy (Skillshare)

Self Paced
Investing 101: Search For Stocks To Buy (Skillshare)
Free Course
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Are you someone that doesn't have time to constantly research companies and watch your investments daily? Today is the easiest time to equip yourself with the tools and knowledge to begin investing your money confidently for the long term. This means to approach investing as a vehicle to support [...]
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7-Step Guide to Successful Trading (Skillshare)

Self Paced
7-Step Guide to Successful Trading (Skillshare)
Free Course
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Welcome to the 7-Step Guide to Trading. We know you're making a smart decision to start here and take control of your financial education. Remember, successful traders, use documented processes to implement their trading strategy. This guide will help you develop that process so you can make informed decisions [...]
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