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⇱ Investment Management and Portfolio Strategies | Coursera


Investment Management and Portfolio Strategies

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Investment Management and Portfolio Strategies

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Gain insight into a topic and learn the fundamentals.
9 hours to complete
Flexible schedule
Learn at your own pace

Gain insight into a topic and learn the fundamentals.
9 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Analyze investment fundamentals and evaluate risk-return tradeoffs effectively.

  • Apply portfolio diversification and financial planning strategies for investments.

  • Interpret financial data to assess stocks, mutual funds, and derivatives.

Details to know

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Recently updated!

May 2026

Assessments

16 assignments

Taught in English

Build your subject-matter expertise

This course is part of the Investment and Portfolio Management Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
  • 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

Learn how to analyze investment opportunities, evaluate financial markets, and apply portfolio management strategies to achieve long-term financial goals. This course provides practical skills in financial planning, risk assessment, market analysis, and investment decision-making used in real-world investing environments.

The course begins with the foundations of investing, including the differences between saving and investing, risk profiling, compounding, inflation, and the role of risk in financial decisions. Learners will build a strong understanding of how investment strategies support wealth creation and long-term financial planning. As the course progresses, learners examine financial planning and investment strategies, focusing on aligning investments with individual goals, evaluating risk-return tradeoffs, and understanding different investor profiles. The course also explores direct and indirect investment approaches used in portfolio management. Advanced modules focus on financial markets and investment analysis techniques, including stock market structures, economic and industry analysis, financial statement interpretation, and ratio analysis. Learners will also explore advanced investment instruments such as stocks, derivatives, and mutual funds to understand portfolio diversification and investment performance. What makes this course unique is its structured progression from foundational investment concepts to advanced financial instruments and practical market application. By the end of the course, learners will be able to analyze investment opportunities, interpret financial information, build diversified portfolios, and make informed investment decisions confidently in dynamic financial markets.

This module introduces the core concepts of investment management, including the differences between saving and investing, the role of risk in financial decisions, and the purpose of investing. Learners will explore foundational principles such as risk profiling, compounding, and the impact of inflation to build a strong base for informed investment decisions.

What's included

8 videos4 assignments

8 videosβ€’Total 42 minutes
  • Introduction to Courseβ€’3 minutes
  • Understanding Speculationβ€’5 minutes
  • Investment and savingsβ€’5 minutes
  • Investment explainedβ€’3 minutes
  • Investor risk profileβ€’4 minutes
  • Investor Risk profile continuedβ€’7 minutes
  • Why you investβ€’10 minutes
  • Rule of 72β€’4 minutes
4 assignmentsβ€’Total 60 minutes
  • Graded - Foundations of Investingβ€’30 minutes
  • Getting Started with Investingβ€’10 minutes
  • Investment Basics & Risk Awarenessβ€’10 minutes
  • Purpose & Growth of Investmentsβ€’10 minutes

This module focuses on financial planning and strategic investment decision-making. Learners will understand how to align investments with financial goals, assess risk-return tradeoffs, and explore different investor types and investment approaches, including direct and indirect investments.

What's included

8 videos4 assignments

8 videosβ€’Total 50 minutes
  • Compounding of interestβ€’5 minutes
  • Inflation and Life Cycleβ€’5 minutes
  • Financial planningβ€’9 minutes
  • Financial plannerβ€’6 minutes
  • Types of investmentβ€’11 minutes
  • Risk - Return Tradeoffβ€’5 minutes
  • Conservative moderateβ€’5 minutes
  • Aggressive investor and direct investmentβ€’4 minutes
4 assignmentsβ€’Total 60 minutes
  • Graded - Planning & Investment Strategiesβ€’30 minutes
  • Power of Growth & Economic Factorsβ€’10 minutes
  • Building Your Investment Planβ€’10 minutes
  • Investor Types & Investment Approachesβ€’10 minutes

This module explores financial markets and analytical techniques used in investment decision-making. Learners will examine stock market structures, economic and industry analysis, and financial statement evaluation using ratio analysis to make informed investment choices.

What's included

8 videos4 assignments

8 videosβ€’Total 58 minutes
  • Indirect Investmentβ€’5 minutes
  • Return of investmentβ€’9 minutes
  • Stock market investmentβ€’7 minutes
  • Stock market category - primary investmentβ€’11 minutes
  • Economic analysisβ€’6 minutes
  • Industry analysisβ€’5 minutes
  • Ratio analysisβ€’7 minutes
  • Ratio analysis current assetβ€’9 minutes
4 assignmentsβ€’Total 60 minutes
  • Graded - Markets & Analysis Techniquesβ€’30 minutes
  • Investment Channels & Returnsβ€’10 minutes
  • Market Structure & Analysisβ€’10 minutes
  • Financial Statement Insightsβ€’10 minutes

This module introduces advanced investment instruments such as stocks, derivatives, and mutual funds. Learners will understand market mechanisms, evaluate investment returns, and explore different mutual fund schemes to build diversified investment portfolios.

What's included

8 videos4 assignments

8 videosβ€’Total 56 minutes
  • Type of stocksβ€’9 minutes
  • Derivativeβ€’6 minutes
  • Advantages of stock exchangesβ€’9 minutes
  • Stock market returnβ€’5 minutes
  • Mutual fund - advantages and disadvantagesβ€’8 minutes
  • Mutual fund - open ended schemeβ€’6 minutes
  • Type of mutual fund schemeβ€’8 minutes
  • Summaryβ€’5 minutes
4 assignmentsβ€’Total 60 minutes
  • Graded - Advanced Investments & Instrumentsβ€’30 minutes
  • Stock Types & Market Instrumentsβ€’10 minutes
  • Returns & Mutual Fund Basicsβ€’10 minutes
  • Mutual Fund Strategies & Wrap-upβ€’10 minutes

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Instructor

EDUCBA
1,591 Coursesβ€’326,930 learners

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Frequently asked questions

To access the course materials, assignments and to earn a Certificate, you will need to purchase the Certificate experience when you enroll in a course. You can try a Free Trial instead, or apply for Financial Aid. The course may offer 'Full Course, No Certificate' instead. This option lets you see all course materials, submit required assessments, and get a final grade. This also means that you will not be able to purchase a Certificate experience.

When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. Your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

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