Investment Planning and Portfolio Analysis
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Investment Planning and Portfolio Analysis
This course is part of Financial Planning and Wealth Management Specialization
Included with
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What you'll learn
Analyze mutual funds, securities, and investment products using valuation methods.
Evaluate portfolio risk and return using financial models and performance metrics.
Interpret market indicators and apply investment planning strategies effectively.
Skills you'll gain
- Corporate Finance
- Financial Statement Analysis
- Financial Analysis
- Financial Market
- Market Trend
- Return On Investment
- Investments
- Technical Analysis
- Financial Regulations
- Equities
- Portfolio Risk
- Financial Industry Regulatory Authorities
- Risk Modeling
- Financial Regulation
- Portfolio Management
- Financial Planning
- Investment Management
- Financial Statements
- Market Data
- Securities (Finance)
Details to know
May 2026
27 assignments
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There are 7 modules in this course
Learn how to analyze investment products, evaluate mutual fund performance, measure portfolio risk, and apply valuation techniques used in modern investment planning and financial decision-making.
This course provides a practical introduction to investment planning, portfolio analysis, and financial market evaluation. You’ll explore how mutual funds operate, understand Net Asset Value (NAV), analyze investment returns, and examine the regulatory and operational frameworks that support investor protection and financial transparency. As the course progresses, you’ll learn how financial professionals measure investment risk and evaluate portfolio performance using benchmark comparisons, statistical indicators, and risk-return models such as CAPM. The course also introduces security valuation techniques, derivatives concepts, and the relationship between risk and expected return in financial markets. You’ll further explore technical analysis, market indicators, financial statement evaluation, and ratio analysis to assess company performance and market trends. Advanced sections cover stock valuation, bond valuation, and Weighted Average Cost of Capital (WACC), helping learners understand how analysts evaluate investment opportunities and corporate financial decisions. What makes this course unique is its integrated approach combining mutual fund operations, market analysis, valuation methods, and portfolio risk management within one structured learning journey. By the end of the course, you’ll be able to confidently analyze investments, interpret financial market data, evaluate securities, and apply investment planning strategies in real-world financial environments.
This module introduces the structure of the mutual fund industry, key investment products, and the fundamental concept of Net Asset Value (NAV). Learners explore how mutual funds operate, the types of funds available, and the documentation used to communicate investment information and risks to investors.
What's included
9 videos4 assignments
9 videos•Total 67 minutes
- Security Market and Products- Mutual Funds•9 minutes
- Product Classification•8 minutes
- Valuation of Assets and Declaration of Net Asset Value•3 minutes
- Other Short Term Debt Funds•7 minutes
- Fund of Funds•10 minutes
- Mutual Fund Documentation•9 minutes
- Risk Measures•8 minutes
- Mutual Fund offer Document•9 minutes
- Contents of Kim•4 minutes
4 assignments•Total 60 minutes
- Graded - Mutual Fund Ecosystem and Investment Foundations•30 minutes
- Understanding Mutual Fund Markets•10 minutes
- Types of Mutual Fund Structures•10 minutes
- Risk Concepts in Mutual Funds•10 minutes
This module focuses on the practical aspects of investing in mutual funds, including return calculations, regulatory reforms, and compliance procedures. Learners explore SEBI regulations, investor protection mechanisms, and operational requirements such as KYC and ASBA.
What's included
9 videos4 assignments
9 videos•Total 54 minutes
- How to Invest In Mutual Funds•9 minutes
- Calculation of Returns•6 minutes
- Breakdown of Risk•4 minutes
- Sebi Changes Affecting Asset Management•7 minutes
- Infrastructure Debt Funds•4 minutes
- Reforms in NFO and Load•7 minutes
- Kyc, Pan and Payment Instructions•6 minutes
- Know Your Distributor (Kyd) Norms•7 minutes
- Concept of Asba•5 minutes
4 assignments•Total 60 minutes
- Graded - Mutual Fund Investment Processes•30 minutes
- Investing in Mutual Funds•10 minutes
- Regulatory Changes and Market Reforms•10 minutes
- Investor Compliance and Procedures•10 minutes
This module explores how investment risk and performance are measured in financial markets. Learners study statistical risk indicators, benchmark comparisons, and the role of financing methods in corporate investment decisions.
What's included
9 videos4 assignments
9 videos•Total 66 minutes
- Sebi Changes Affecting Investor Empowerment•8 minutes
- Quantification of Risk•7 minutes
- Standard Deviation•7 minutes
- Ratios to Calculate Returns•6 minutes
- Internal Risk Measurement For Debt Funds•6 minutes
- Benchmark Returns•4 minutes
- Sources of Capital Financing – Overview•7 minutes
- Equity vs Debt Financing Methods•8 minutes
- Basics of Risk and Return•12 minutes
4 assignments•Total 60 minutes
- Graded - Risk Measurement and Performance Evaluation•30 minutes
- Investor Protection and Risk Metrics•10 minutes
- Return Measurement Techniques•10 minutes
- Corporate Financing Basics•10 minutes
This module introduces theoretical investment models including CAPM, derivatives, and security valuation. Learners explore the relationship between risk and expected return while examining the influence of economic indicators and fundamental analysis on investment decisions.
What's included
9 videos4 assignments
9 videos•Total 74 minutes
- CAPM Concept and Risk-Return Relationship•5 minutes
- CAPM Calculation and Applications•5 minutes
- Investment Planning Theory Concepts•10 minutes
- Advanced Investment Theory Discussion•6 minutes
- Introduction to Derivatives•9 minutes
- Operations of Derivatives•12 minutes
- Security Valuation Theory•9 minutes
- Economic Indicators Theory•13 minutes
- Fundamental Analysis Theory•5 minutes
4 assignments•Total 60 minutes
- Graded - Risk-Return Models and Investment Concepts•30 minutes
- Capital Asset Pricing Model•10 minutes
- Advanced Investment Frameworks•10 minutes
- Security Valuation and Economic Indicators•10 minutes
This module examines analytical techniques used in investment decision-making. Learners study technical analysis, market infrastructure, stock exchanges, financial statements, and ratios used to evaluate company performance and market trends.
What's included
9 videos4 assignments
9 videos•Total 62 minutes
- Technical Analysis Fundamentals•11 minutes
- Technical Analysis Indicators & Tools•4 minutes
- Basics of Market Theory•8 minutes
- Exchanges and Index Theory•7 minutes
- Financial Statements Theory•6 minutes
- Financial Ratios Theory•5 minutes
- Technical Analysis Indicators Theory•11 minutes
- Fundamentals of Mutual Funds Theory•9 minutes
- Investment Policy Theory•3 minutes
4 assignments•Total 60 minutes
- Graded - Market Analysis and Financial Statement Evaluation•30 minutes
- Technical Analysis Foundations•10 minutes
- Market Infrastructure and Indices•10 minutes
- Analytical Techniques for Investments•10 minutes
This module focuses on the operational and strategic aspects of mutual funds including offer documents, investment services, portfolio structures, financial planning strategies, and mutual fund accounting and taxation principles.
What's included
9 videos4 assignments
9 videos•Total 55 minutes
- Offer Document Theory•3 minutes
- Investment Service Theory•3 minutes
- Mutual Funds Risk Theory•7 minutes
- Financial Planning Strategy Theory•6 minutes
- Fund Constituent Theory•5 minutes
- Mutual Funds Performance Theory•8 minutes
- Mutual Fund Accounting and Valuation•10 minutes
- Mutual Fund Taxation and Regulations•5 minutes
- Stock Valuation Methods – Problems•8 minutes
4 assignments•Total 60 minutes
- Graded - Mutual Fund Operations and Strategy•30 minutes
- Documentation and Investment Services•10 minutes
- Financial Planning and Fund Structures•10 minutes
- Mutual Fund Accounting and Taxation•10 minutes
This module focuses on advanced financial valuation techniques used in investment planning. Learners explore stock valuation, bond valuation, and the concept of Weighted Average Cost of Capital (WACC) used in corporate financial decision-making.
What's included
5 videos3 assignments
5 videos•Total 41 minutes
- Advanced Stock Valuation Problems•8 minutes
- Bond Valuation Concepts and Problems•8 minutes
- Advanced Bond Valuation Problems•10 minutes
- Weighted Average Cost of Capital (WACC) Basics•7 minutes
- WACC Numerical Problems•7 minutes
3 assignments•Total 50 minutes
- Graded - Valuation Techniques and Cost of Capital•30 minutes
- Equity and Bond Valuation•10 minutes
- Cost of Capital Analysis•10 minutes
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