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Meeting Investors' Goals
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Meeting Investors' Goals

Master portfolio construction, investment styles, and behavioral finance. Learn to overcome cognitive biases and make rational investment decisions.

Course Cost

Free course

Intermediate

Skill Level

7 Hours

Self-paced lessons

This course cannot be purchased separately - to access the complete learning experience, graded assignments, and earn certificates, you'll need to enroll in the full Investment Management Specialization program. You can audit this specific course for free to explore the content, which includes access to course materials and lectures. This allows you to learn at your own pace without any financial commitment.

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4.8

38,589 Enrolled

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English

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olive-leaves-logo

4.8

38,589 Enrolled

olive-leaves-logo

English

What you'll learn

  • Identify and overcome cognitive biases in investment decisions

  • Understand the impact of emotions on financial choices

  • Implement effective portfolio construction methodologies

  • Master different investment styles and strategies

  • Analyze market efficiency and its implications

  • Develop rational decision-making skills in investing

Skills you'll gain

Portfolio Construction
Investment Analysis
Behavioral Finance
Market Efficiency
Risk Management
Asset Allocation
Investment Styles
Financial Decision Making
Value Investing
Momentum Trading

This course includes:

5.7 Hours PreRecorded video

8 assignments

Access on Mobile, Tablet, Desktop

FullTime access

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Share your certificate with prospective employers and your professional network on LinkedIn.

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Top companies offer this course to their employees

Top companies provide this course to enhance their employees' skills, ensuring they excel in handling complex projects and drive organizational success.

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There are 4 modules in this course

This comprehensive course explores the intersection of rational decision-making and behavioral finance in investment management. Students learn about cognitive biases and emotional factors that influence investment decisions, market efficiency concepts, and various portfolio construction methodologies. The curriculum covers both top-down and bottom-up approaches to portfolio management, different investment styles including value vs. growth and momentum vs. contrarian strategies. The course features practical insights from UBS professionals and examines how market behavior affects asset prices, bubbles, and financial crises.

General Introduction and Key Concepts

Module 1 · 1 Hours to complete

How Individuals Make Financial Decisions

Module 2 · 2 Hours to complete

Market Efficiency, Bubbles & Crises

Module 3 · 2 Hours to complete

Portfolio Construction and Investment Styles

Module 4 · 2 Hours to complete

Fee Structure

Reviews

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Faculties

These are the expert instructors who will be teaching you throughout the course. With a wealth of knowledge and real-world experience, they're here to guide, inspire, and support you every step of the way. Get to know the people who will help you reach your learning goals and make the most of your journey.

Meeting Investors' Goals

Intermediate

Skill Level

7 Hours

Self-paced lessons

Course Cost

Free course

Completion

CERTIFICATE

Frequently asked Questions

Below are some of the most commonly asked questions about this course. We aim to provide clear and concise answers to help you better understand the course content, structure, and any other relevant information. If you have any additional questions or if your question is not listed here, please don't hesitate to reach out to our support team for further assistance.