Global Financial Markets and Instruments

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About this course: Get a running start in the high-stakes world of financial investment! This first course is designed to help you become an informed investor by providing you with the essential concepts for long-term success in managing money. You’ll start by learning the role of financial markets and financial assets in a well-functioning economy. From there, you’ll learn about the wide range of financial instruments available in major asset classes, their features and valuations. You’ll explore how financial markets actually operate in the real world, focusing on how and where securities are traded and how various market types differ from one another in practice. You will also learn …

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When you enroll for courses through Coursera you get to choose for a paid plan or for a free plan

  • Free plan: No certicification and/or audit only. You will have access to all course materials except graded items.
  • Paid plan: Commit to earning a Certificate—it's a trusted, shareable way to showcase your new skills.

About this course: Get a running start in the high-stakes world of financial investment! This first course is designed to help you become an informed investor by providing you with the essential concepts for long-term success in managing money. You’ll start by learning the role of financial markets and financial assets in a well-functioning economy. From there, you’ll learn about the wide range of financial instruments available in major asset classes, their features and valuations. You’ll explore how financial markets actually operate in the real world, focusing on how and where securities are traded and how various market types differ from one another in practice. You will also learn the basics of algorithmic trading, dark pools, buying on margin and short selling. By the end of the course, learners will be able to: • List and distinguish the different financial instruments available to an investor • Compare global financial markets • Explain the features of equity, debt, and derivative instruments • Define traditional and alternative asset classes • Discuss different trading venues and mechanics of securities trading • Discuss the current trends affecting today’s financial markets This course is designed to be accessible for students of all knowledge levels and gives you the actionable foundation needed to manage money in a post-crisis world. ________________________________________ WEEK 1 Module 1: Introduction & Review of Elementary Finance Tools This module introduces the Investment and Portfolio Management Specialization, which is made up of four courses. This module discusses how the first course, Global Financial Markets and Assets, is organized. It outlines the different stages of the investment management process, which guides the focus of the Specialization. It also reviews basic finance concepts and tools such as time value of money, computing returns, discounting and compounding. Topics covered include: • Familiarize with the organization of the class • Meet the professor and your peers • Explain the investment management process • Review elementary concepts in finance • Compute present value or future value of a single cash flow • Compute present value of future value of a stream of cash flows • Define an annuity or perpetuity • Apply time value of money tools to solve basic mortgage, loan or retirement problems ________________________________________ WEEK 2 Module 2: Financial system & financial assets: fixed income securities In this and the next two modules, we cover the key institutional features of financial markets and instruments. We ask the following questions: Why do financial markets exist? What role do they play? What are financial assets and how are they different than real assets? How does it all come together? Basically, this is where I hope you will get to see the big picture of the entire financial system and how it comes together. Module 2 focuses on fixed income securities. We'll get started with a review of basics of bond valuation. You will learn about short-term money market instruments, U.S. Treasury securities as well as corporate bonds. After module 2, you will be able to describe fixed income securities, be familiar with their institutional features, and identify their cash flows. Finally, you will learn how to value fixed income securities such as Treasury bills, zero-coupon or coupon-bonds and compute yields. Topics covered include: • Explain the roles of financial markets • Distinguish between real and financial assets • Define and explain money market instruments, zero-coupon and coupon- bonds and features • Identify the cash flows associated with fixed-income securities • Define and explain bond market features • List the different types of Treasury securities and explain pricing and quoting conventions • List and define other long-term debt instruments such as corporate bonds, mortgage-backed securities, sovereign debt • Find the value of a zero-coupon or coupon-bonds ________________________________________ WEEK 3 Module 3: Financial system & financial assets: equity securities and derivatives In Module 3, we continue our overview of financial markets and instruments. We next focus on two other major asset classes: equity securities and derivative instruments. You will learn about how equity differs from fixed income securities, the cash flows associated with stock and preferred stock and how to find the value of a share. You will also learn about option strategies. After completing module 3, you will be able to describe all major asset classes, including derivative instruments such as options, forwards and futures. You will be able to explain how these differ from each other and their payoffs. Topics covered include: • Distinguish between equities and fixed income securities • Define and explain the features of equity securities • Identify the cash flows associated with equity securities • Explain dividend discount model • Find the value of a share of common stock or preferred stock • Define and list different types of derivative securities • Explain option payoffs • Distinguish between a forward and futures contract • Explain forward and futures payoffs • Identify traditional and alternative asset classes ________________________________________ WEEK 4 Module 4: Organization of financial markets and securities trading In this module, we discuss how financial markets actually work. We will talk about different trading venues and the mechanics of securities trading. I will emphasize a lot of terminology and the latest trends in securities trading to familiarize you with the institutional workings of financial markets. After this module, you will be able to compare different trading venues, trading mechanisms, and be able to explain different types of orders, including transactions like margin buying and short- selling; you will be familiar with the language and terminology you need in order to become an informed practitioner of investments. Topics covered include • Explain the roles of corporations, households, government, and financial intermediaries in the financial system • Explain price discovery process • Define different type of orders • Distinguish between dealer vs. auction markets; different trading platforms • Explain margin buying and short-selling transactions • Understand the current trading environment such as algorithmic or high frequency trading, dark pools etc.

Who is this class for: While each course in this Specialization can be viewed as self-contained, starting with fundamentals, some background in business and finance and familiarity with basic statistical concepts is recommended. This Specialization provides a rigorous foundation in investment management with an emphasis on the latest thinking in asset management. It is most appropriate for working professionals interested in asset management in their careers, or for individuals either preparing for advanced degrees in finance and economics, or looking to acquire the knowledge and tools in order to establish a portfolio that fits their needs and goals and improve their personal investment performance.

Created by:  Rice University
  • Taught by:  Arzu Ozoguz, Finance Faculty

    Jones Graduate School of Business
Basic Info Course 1 of 5 in the Investment and Portfolio Management Specialization Language English How To Pass Pass all graded assignments to complete the course. User Ratings 4.6 stars Average User Rating 4.6See what learners said Задания курса

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Syllabus


WEEK 1


Module 1: Introduction & Review of Elementary Finance Tools



This module introduces the Investment and Portfolio Management Specialization, which is made up of four courses. This module discusses how the first course, Global Financial Markets and Instruments, is organized. It outlines the different stages of the investment management process, which guides the focus of the Specialization. It also reviews basic finance concepts and tools such as time value of money, computing returns, discounting and compounding.


17 videos, 15 readings, 4 practice quizzes expand


  1. Video: Introduction and welcome to the class
  2. Video: Meet the Professor!
  3. Video: What is the investment management process?
  4. Материал для самостоятельного изучения: Course syllabus
  5. Материал для самостоятельного изучения: Meet & Greet: Get to know your classmates
  6. Материал для самостоятельного изучения: Grading Policy
  7. Материал для самостоятельного изучения: How to use discussion forums
  8. Вопрос для обсуждения: Introductions
  9. Вопрос для обсуждения: Share with others your goals
  10. Материал для самостоятельного изучения: Pre-Course Survey
  11. Video: Back to basics (Part 1.1): What is time value of money?
  12. Video: Back to Basics (Part 1.2): Finding the future value of a cash flow
  13. Video: Back to Basics (Part 1.3): Finding the present value of a cash flow
  14. Материал для самостоятельного изучения: Lecture handouts: Review of Elementary Finance Tools Part 1
  15. Тренировочный тест: Review of Elementary Finance Tools Part 1
  16. Материал для самостоятельного изучения: Review of Elementary Finance Tools Part 1- Quiz Solutions
  17. Video: Back to basics (Part 2.1): What are annuities?
  18. Video: Back to basics (Part 2.2): Annuities example: Retirement problem
  19. Video: Back to basics (Part 2.3): Finding the present value of annuities
  20. Video: Back to basics (Part 2.4): Annuities Example: Loan Problem
  21. Материал для самостоятельного изучения: Lecture handouts: Review of Elementary Finance Tools Part 2
  22. Тренировочный тест: Review of Elementary Finance Tools Part 2
  23. Материал для самостоятельного изучения: Review of Elementary Finance Tools Part 2- Quiz Solutions
  24. Video: Back to basics (Part 3.1): Computing the effective annual interest rate
  25. Video: Back to basics (Part 3.2): Computing an effective rate over any period
  26. Video: Back to basics (Part 3.3): Examples, examples, and more examples
  27. Video: Back to basics (Part 3.4): Computing continuously compounded rates
  28. Материал для самостоятельного изучения: Lecture handouts: Review of Elementary Finance Tools Part 3
  29. Тренировочный тест: Review of Elementary Finance Tools Part 3
  30. Материал для самостоятельного изучения: Review of Elementary Finance Tools Part 3- Quiz Solutions
  31. Video: Back to basics (Part 4.1): Valuing perpetuities and growing perpetuities
  32. Video: Back to basics (Part 4.2): Valuing growing annuities
  33. Материал для самостоятельного изучения: Lecture handouts: Review of Elementary Finance Tools Part 4
  34. Тренировочный тест: Review of Elementary Finance Tools Part 4
  35. Материал для самостоятельного изучения: Review of Elementary Finance Tools Part 4- Quiz Solutions
  36. Video: Using elementary finance tools – Summary
  37. Материал для самостоятельного изучения: Review of Elementary Finance Tools- Graded Quiz Solutions
  38. Материал для самостоятельного изучения: Listen to Bloomberg's Masters in Business: Interview with Vanguard CEO Bill McNabb

Graded: Module 1: Review of Elementary Finance Tools

WEEK 2


Module 2: Financial system & financial assets: fixed income securities



In this and the next module, we cover the key institutional features of financial markets and instruments. We ask the following questions: Why do financial markets exist? What role do they play? What are financial assets and how are they different than real assets? How does it all come together? Basically, this is where I hope you will get to see the big picture of the entire financial system and how it comes together. Module 2 focuses on fixed-income securities. We'll get started with a review of basics of bond valuation. You will learn about short-term money market instruments, U.S. Treasury securities as well as corporate bonds. After module 2, you will be able to describe fixed income securities, be familiar with their institutional features, and identify their cash flows. Finally, you will learn how to value fixed income securities such as Treasury bills, zero-coupon or coupon-bonds and compute yields.


9 videos, 11 readings, 4 practice quizzes expand


  1. Video: Introduction: The role of financial markets as a time machine
  2. Video: A primer on financial assets
  3. Материал для самостоятельного изучения: Lecture handouts: A primer on financial assets
  4. Тренировочный тест: A primer on financial assets
  5. Материал для самостоятельного изучения: A primer on financial assets- Quiz Solutions
  6. Video: Basics of bond valuation - Part 1
  7. Video: Basics of Bond Valuation Part 2
  8. Материал для самостоятельного изучения: Lecture handouts: Basics of bond valuation
  9. Материал для самостоятельного изучения: A note on bond valuation
  10. Тренировочный тест: Basics of Bond Valuation
  11. Материал для самостоятельного изучения: Basics of Bond Valuation- Quiz Solutions
  12. Video: Money market instruments
  13. Video: Calculating U.S. Treasury bill prices
  14. Материал для самостоятельного изучения: Lecture handouts: Money market instruments
  15. Материал для самостоятельного изучения: Federal Reserve Bank's Open Market Operations (optional)
  16. Вопрос для обсуждения: Watching the Fed for a rate hike?
  17. Тренировочный тест: Calculating Treasury Bill Prices
  18. Материал для самостоятельного изучения: Calculating Treasury Bill Prices- Quiz Solutions
  19. Video: U.S Treasury securities
  20. Video: Other long-term debt instruments
  21. Материал для самостоятельного изучения: Lecture handouts: Long-term debt instruments
  22. Тренировочный тест: Long-term debt instruments
  23. Материал для самостоятельного изучения: Long-term debt instruments- Quiz Solutions
  24. Video: Summing up fixed income securities
  25. Материал для самостоятельного изучения: Financial Assets: fixed income securities- Graded Quiz Solutions

Graded: Module 2: Financial assets - fixed income securities

WEEK 3


Module 3: Financial system & financial assets: equity securities and derivatives



In Module 3, we continue our overview of financial markets and instruments. We next focus on two other major asset classes: equity securities and derivative instruments. You will learn about how equity differs from fixed income securities, the cash flows associated with stock and preferred stock and how to find the value of a share. You will also learn about option strategies. After completing module 3, you will be able to describe all major asset classes, including derivative instruments such as options, forwards and futures. You will be able to explain how these differ from each other and their payoffs.


7 videos, 9 readings, 2 practice quizzes expand


  1. Video: Equity Securities
  2. Video: Basics of equity valuation
  3. Материал для самостоятельного изучения: A note on equity valuation
  4. Материал для самостоятельного изучения: Lecture handouts: Equity securities
  5. Тренировочный тест: Equity Securities
  6. Материал для самостоятельного изучения: Equity Securities- Quiz Solutions
  7. Video: Derivative securities: Overview
  8. Video: Derivative Securities: Options
  9. Video: Derivative securities: Futures and forward contracts
  10. Материал для самостоятельного изучения: Lecture handouts: Derivative securities
  11. Материал для самостоятельного изучения: A note on option payoffs
  12. Материал для самостоятельного изучения: An illustration of a foreign currency forward contract
  13. Тренировочный тест: Derivative securities
  14. Материал для самостоятельного изучения: Derivative Securities- Quiz Solutions
  15. Video: Traditional vs. alternative asset classes
  16. Материал для самостоятельного изучения: Global Alternatives Survey (optional)
  17. Video: Summing Up equities and derivatives
  18. Материал для самостоятельного изучения: Financial assets: Equities and Derivatives- Graded Quiz Solutions

Graded: Module 3: Financial assets - Equities and derivatives

WEEK 4


Module 4: Organization of financial markets and securities trading



In this module, we discuss how financial markets actually work. We will talk about different trading venues and the mechanics of securities trading. I will emphasize a lot of terminology and the latest trends in securities trading to familiarize you with the institutional workings of financial markets. After this module, you will be able to compare different trading venues, trading mechanisms, and be able to explain different types of orders, including transactions like margin buying and short-selling; you will be familiar with the language and terminology you need in order to become an informed practitioner of investments.


8 videos, 11 readings, 2 practice quizzes expand


  1. Video: Overview – Market structure: where rubber meets the road
  2. Video: Major players in financial markets
  3. Video: Primary and secondary markets
  4. Материал для самостоятельного изучения: Roaring ahead: ETFs have overtaken hedge funds as an investment vehicle (optional)
  5. Материал для самостоятельного изучения: ETFs Report: A market driven by 'speculators' (optional)
  6. Материал для самостоятельного изучения: Lecture handouts: Organization of financial markets
  7. Тренировочный тест: Organization of financial markets
  8. Материал для самостоятельного изучения: Organization of financial markets- Quiz Solutions
  9. Video: Types of order
  10. Video: Margin transactions
  11. Video: Short sales
  12. Материал для самостоятельного изучения: A note on short sales and margin accounts
  13. Материал для самостоятельного изучения: Market declines: What is accomplished by banning short-selling? (Optional)
  14. Video: New trends in securities trading
  15. Материал для самостоятельного изучения: What caused the Flash Crash? (optional)
  16. Материал для самостоятельного изучения: Lecture handouts: Trading mechanics
  17. Тренировочный тест: Trading mechanics
  18. Материал для самостоятельного изучения: Trading Mechanics- Quiz Solutions
  19. Video: Summary
  20. Материал для самостоятельного изучения: Organization of Financial Markets and securities trading: Graded Quiz Solutions
  21. Материал для самостоятельного изучения: End-of-Course Survey

Graded: Module 4: Organization of financial markets and securities trading
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