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URL: https://www.coursera.org/learn/investing-and-building-wealth

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Investing and Building Wealth

This course is part of multiple programs.

2,069 already enrolled

Included with

Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

1 week to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Understand the relationship between securities, issuers, stocks and bonds. 

    Demonstrate risk and return outcomes with a two-asset portfolio.

Details to know

Shareable certificate

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Assessments

6 assignments

Taught in English

Build your subject-matter expertise

This course is available as part of
When you enroll in this course, you'll also be asked to select a specific program.
  • Learn new concepts from industry experts
  • Gain a foundational understanding of a subject or tool
  • Develop job-relevant skills with hands-on projects
  • Earn a shareable career certificate

There are 4 modules in this course

Unlock the secrets to financial success with our comprehensive course on investing and wealth building. Starting with an in-depth analysis of securities, markets, and diversification principles, you'll gain a solid foundation in investment strategies. As you progress, you'll explore risk and return measures and learn powerful time value of money techniques. The course culminates in exploring the benefits of a diversified portfolio and age-appropriate wealth-building strategies. Enhance your skills through a hands-on case study, preparing you to navigate the financial world with confidence. Join us and take the first step towards a prosperous future!

This course is part of the College of ACES suite of online programs. To learn more about online programs from the College of ACES and explore ways to apply your Coursera work toward a degree program at the University of Illinois, visit:  https://acesonline.illinois.edu/

In the course orientation, you'll get to know the course, your classmates, and our learning environment, and gain the technical skills needed. In Module 1, you will gain a comprehensive understanding of the foundational elements of investing. You will explore the intricate relationships between securities, issuers, stocks, and bonds, and delve into various philosophies of investing and wealth-building, including heuristics, biases, and types of risks. Additionally, we will consider the impact of national and global economic events on securities and define the key institutions involved in investing, such as brokers, dealers, custodians, and markets.

What's included

19 videos3 readings2 assignments1 discussion prompt

19 videos•Total 69 minutes
  • Course Introduction•2 minutes
  • Module 1 Overview•1 minute
  • Issuers and Securities •5 minutes
  • Common Stock •4 minutes
  • Preferred Stock •3 minutes
  • Bonds•3 minutes
  • Bond Features •3 minutes
  • Mutual Fund Pricing•3 minutes
  • What is the Purpose of Investing•6 minutes
  • Heuristics and Investment Management •6 minutes
  • Cognitive Biases•8 minutes
  • Economic Concepts for Investing •4 minutes
  • Global Economic Concepts •1 minute
  • Yield Curves •2 minutes
  • Credit Spreads •2 minutes
  • Interest Rates •4 minutes
  • Introduction to Markets•2 minutes
  • Brokers, Dealers & Market Makers •7 minutes
  • Module 1 Wrap-Up•1 minute
3 readings•Total 55 minutes
  • Syllabus•20 minutes
  • Updating Your Profile•10 minutes
  • The Stock Market and Investment: Is the Market a Sideshow? – Harvard University•25 minutes
2 assignments•Total 60 minutes
  • Module 1 | Knowledge Check•30 minutes
  • Orientation Quiz•30 minutes
1 discussion prompt•Total 10 minutes
  • Getting to Know Your Classmates•10 minutes

In this module, you'll delve into various types of portfolio risks, such as beta and standard deviation, and learn to manage them effectively. You'll also explore different types of returns, including arithmetic, geometric, and dollar-weighted, and understand their implications on your investments. Additionally, we'll introduce you to various savings accounts, including IRAs and 529 plans, and provide insights into asset allocation strategies to optimize your investment portfolio. Let's get started on this exciting journey to mastering advanced financial concepts!

What's included

13 videos3 readings1 assignment

13 videos•Total 58 minutes
  • Module 2 Overview•1 minute
  • Understanding IRAs•7 minutes
  • 529 Plans •5 minutes
  • Asset Classes, You Can’t Pick a Winning Horse•4 minutes
  • Time Horizon •4 minutes
  • Arithmetic Mean•2 minutes
  • Geometric Mean•5 minutes
  • Dollar Weighted Returns•6 minutes
  • Systematic and Unsystematic Risks•6 minutes
  • Risk Management Fundamentals•6 minutes
  • Beta •3 minutes
  • Standard Deviation•7 minutes
  • Module 2 Wrap-Up•1 minute
3 readings•Total 55 minutes
  • Beginners' Guide to Asset Allocation, Diversification, and Rebalancing•25 minutes
  • Risk Control in Asset Management: Motives and Concepts•20 minutes
  • The New Science of Asset Allocation: Risk Management in a Multi-Asset World•10 minutes
1 assignment•Total 30 minutes
  • Module 2 | Knowledge Check •30 minutes

This module will guide you through the intricacies of portfolio diversification, demonstrating risk and return outcomes with a two-asset portfolio and expanding to multi-asset portfolios. You'll learn to build an efficient frontier using indifference curves and explore practical risk tools for investing across various asset classes. Get ready to enhance your understanding of portfolio management and optimize your investment strategies!

What's included

9 videos3 readings1 assignment

9 videos•Total 43 minutes
  • Module 3 Overview•1 minute
  • The Magic of Diversification•8 minutes
  • Basics of Correlation•6 minutes
  • Graphing Risk: Indifference Curves•7 minutes
  • Expanding the Portfolio Universe•4 minutes
  • Buckets•4 minutes
  • Bucket Draw•6 minutes
  • Bad Buckets•5 minutes
  • Module 3 Wrap-Up•1 minute
3 readings•Total 70 minutes
  • Exploring Portfolio Diversification for Investments for Reducing Risk and Maximizing Returns•20 minutes
  • A Return-Diversification Approach to Portfolio Selection•25 minutes
  • Portfolio Diversification Benefits Before and During the Times of Financial Turmoil•25 minutes
1 assignment•Total 30 minutes
  • Module 3 | Knowledge Check•30 minutes

In Module 4 you'll learn to apply time value of money techniques to enhance your savings and explore key wealth milestones for investors at various life stages. From understanding basic TVM concepts to planning for financial health in your 50s, you'll gain valuable insights to help you build and manage wealth effectively over time. Let's embark on this journey to secure your financial future! At the conclusion of this module, you will be ready to complete the final assessment for the course and earn your Coursera certificate!

What's included

15 videos5 readings2 assignments

15 videos•Total 98 minutes
  • Module 4 Overview•1 minute
  • Time Value of Money: Basic Concepts•15 minutes
  • Time Value of Money: Future Value of a Single Sum•5 minutes
  • Time Value of Money: Present Value•5 minutes
  • Time Value of Money: Introducing Payments•13 minutes
  • Time Value of Money: Solving for Number of Periods and Interest Rates •9 minutes
  • Time Value of Money: Fun with Future Value•7 minutes
  • Time Value of Money: Fun with Present Value•5 minutes
  • Time Value of Money: Inflation•12 minutes
  • Building Wealth in your 20s •4 minutes
  • How much should I have saved at 30 •7 minutes
  • Financial check-up in your 40s •4 minutes
  • Financial health in your 50s •7 minutes
  • Module 4 Wrap-Up•1 minute
  • Course Summary•1 minute
5 readings•Total 80 minutes
  • Time Value of Money (TVM)" – Harvard Business School Online•20 minutes
  • Impact of Time Value of Money•20 minutes
  • Taking Advantage of The Time Value of Money•20 minutes
  • Congratulations!•10 minutes
  • Getting Your Course Certificate•10 minutes
2 assignments•Total 120 minutes
  • Module 4 | Knowledge Check •30 minutes
  • Final Assessment •90 minutes

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Instructor

University of Illinois Urbana-Champaign
13 Courses•11,520 learners

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