Course

Understanding Investing and Portfolio Management

Time limit: 180 days

$579 Enroll

Full course description

Understanding Investing and Portfolio Management is a self-paced online course for high school students developed by the Wharton Global Youth Program at the Wharton School, University of Pennsylvania. Students will explore financial markets, asset classes, risk and return, portfolio theory, and responsible investing.

 

COURSE TOPICS:

  • Module 1: Money and Why Investing 

  • Lesson 1: Time Value of Money and Present Value 

  • Lesson 2: What is Investing and Why Invest Early? 

  • Module 2: Investment Fundamentals 

  • Lesson 1: Capital Providers and Users 

  • Lesson 2: Financial Markets (Banks, Exchanges, Brokers) 

  • Lesson 3: Asset Classes 

  • Lesson 4: Stocks 

  • Lesson 5: Fixed Income Investments 

  • Lesson 6: Funds 

  • Lesson 7: Risk and Reward  

  • Lesson 8: Diversification 

  • Module 3: Analysis and Research 

  • Lesson 1: Industry Analysis 

  • Lesson 2: SWOT Analysis 

  • Lesson 3: Financial Statements 

  • Lesson 4: Ratios and Screening Tools 

  • Module 4: Portfolio Construction 

  • Lesson 1: Asset Allocation 

  • Lesson 2: Modern Portfolio Theory 

  • Lesson 3: Benchmarking 

  • Lesson 4: Performance Metrics 

  • Lesson 5: Efficient Markets 

  • Lesson 6: Active vs Passive Investing 

  • Module 5: Ethics and ESG 

  • Lesson 1: Ethics in Finance 

  • Lesson 2: ESG Considerations