Using a chronological approach, we will look at how the process of building an investment portfolio has evolved over the years. From the very beginning when the idea first came about, until the latest innovation in building a modern portfolio. Using only conceptual diagrams, this course should cater to all investors from beginners to experts.

• You'll master sophisticated investment analysis and portfolio management techniques that are rigorously grounded in academic and practitioner literature.

• Explore and master powerful relationships between stock prices, returns, and risk. Quantify and measure your investment risk, from scratch.

• Discover what your financial advisor should be doing to manage your portfolio - to manage your investments.

• Do all of this, and a whole lot more... manually, as well as on Excel® and Google Sheets, working with real world data.

• There’s no prior knowledge required. We’ll start you from the very basics, and build you to a financial analysis PRO!

A Solid Foundation

You’ll gain a solid foundation of the core fundamentals that drive the entire investment analysis and portfolio management process. These fundamentals are the essence of financial analysis done right.

Example Walkthroughs

Every major concept is taught with example question walkthroughs, so you can literally see how we analyse investments and conduct rigorous financial analysis, one step at a time.

Enroll now and conduct your own financial analysis in a robust manner, from scratch.