Master Finance to Navigate the World of Investments
(6-Week Intensive)
Course Duration: 6 Weeks
Mentorship: Industry experts from top tech companies will guide you throughout the course.
Mode of Learning: Online, Self-paced + Weekly Live Sessions
Week 1: Foundations of Finance & Investing
- Introduction to Finance: Basic financial concepts, financial statements, and the role of financial markets.
- Investment Basics: Understanding different asset classes (stocks, bonds, real estate, etc.), investment strategies, and risk management.
- Financial Planning: Setting financial goals, budgeting, and saving strategies.
- Project 1: Personal Financial Plan: Create a basic personal financial plan.
Outcome: Foundational knowledge of finance and investing principles, and basic financial planning skills.
Week 2: Understanding Financial Markets
- Stock Market: How the stock market works, different types of stocks, and stock valuation.
- Bond Market: Understanding bonds, bond yields, and bond valuation.
- Other Asset Classes: Introduction to real estate, commodities, and alternative investments.
- Project 2: Stock Analysis: Analyze a publicly traded company’s financial statements.
Outcome: Understanding of financial markets and different asset classes.
Week 3: Investment Strategies & Portfolio Management
- Investment Strategies: Exploring different investment approaches (value investing, growth investing, etc.).
- Portfolio Diversification: Building a diversified investment portfolio to manage risk.
- Asset Allocation: Determining the optimal mix of assets in a portfolio.
- Project 3: Portfolio Construction: Create a diversified investment portfolio based on a given scenario.
Outcome: Knowledge of investment strategies and portfolio management techniques.
Week 4: Risk Management & Behavioral Finance
- Risk Management: Understanding different types of investment risk and how to manage them.
- Behavioral Finance: How psychological biases can affect investment decisions.
- Risk Tolerance: Assessing your own risk tolerance and making investment decisions accordingly.
- Project 4: Risk Assessment: Analyze different investment scenarios and assess their risk levels.
Outcome: Understanding of risk management and behavioral finance principles.
Week 5: Investment Analysis & Due Diligence
- Fundamental Analysis: Analyzing a company’s financial statements to assess its intrinsic value.
- Technical Analysis: Using charts and other technical indicators to predict stock price movements.
- Due Diligence: Conducting thorough research before making an investment.
- Project 5: Investment Recommendation: Research and recommend an investment opportunity based on your analysis.
Outcome: Ability to conduct investment analysis and due diligence.
Week 6: Final Project & Career Prep
- Project 6: Final Investment Project: Develop a comprehensive investment plan, including asset allocation, security selection, and risk management strategies.
- Career Preparation:
- Portfolio Building: Refine and complete your portfolio with a professional presentation of your projects.
- Interview Prep & Resume Tips: Learn how to showcase your skills, work on technical interview questions, and perfect your resume.
- Industry Insights: Get advice on the latest industry trends, frameworks, and technologies.
Outcome: By the end of the course, you’ll have a strong portfolio and the confidence to apply for jobs in finance.
Major Projects:
- Personal Financial Plan (Week 1): Core Skills: Financial planning, budgeting.
- Stock Analysis (Week 2): Core Skills: Financial statement analysis, stock valuation.
- Portfolio Construction (Week 3): Core Skills: Portfolio diversification, asset allocation.
- Risk Assessment (Week 4): Core Skills: Risk management, behavioral finance.
- Investment Recommendation (Week 5): Core Skills: Fundamental analysis, technical analysis, due diligence.
- Final Investment Project (Week 6): Core Skills: Full investment planning, portfolio management.
Mentorship at Eduveda Academy:
- Industry Mentor Assignment: You’ll be paired with a mentor from a top financial institution who will provide personalized guidance on projects, career advice, and best practices.
- 1-on-1 sessions: For project reviews and troubleshooting.
- Live Q&A Sessions: Weekly with mentors and instructors.
Final Notes:
- Weekly Live Sessions: These will cover key topics, provide updates, and allow you to ask questions.
- Peer Networking: Join the academy Slack group for collaboration and feedback.
This 6-week course is intense but designed to give you all the key skills to jump start your career in finance. You’ll leave with solid project experience, a polished portfolio, and the confidence to apply for jobs in the field.
