Course provided by Coursera

Study type: Online

Starts: Anytime

Price: $149


Put your investment and portfolio management knowledge to the test through five weeks of hands-on investment experiences:

• Advising case study clients on a variety of investment topics, essentially acting as an investment advisor in a simulated environment recommending strategies for and changes in portfolios based on challenges and issues faced by your clients

• Using the sophisticated web-based analytical tools of Silicon Cloud Technologies LLC’s Portfolio Visualizer including portfolio mean variance optimization, historical and forecasted efficient frontiers, Fama-French factor models, and many more

Your capstone experiences are directly applicable to managing real world investment portfolios and the final report can be shared with family, friends, and potential or current employers.

By the end of the capstone project, you will have incorporated concepts from all four courses, including:
• Analyzing multiple asset classes
• Asset allocation and risk management
• Current market trends
• Behavioral finance
• Investment styles and strategies
• Financial market innovation
• Investment performance evaluation