Personal Finance
This set of courses explores a variety of topics to help employees build their personal wealth.
Course 4.1 - Making the Most of Your 401k
Course 4.2 - Getting a Handle on Your Personal Finances
Course 4.3 - Using Math to Make Better Financial Decisions
Introduction to Investments
New financial analysts as well as investment company support staff are highly encouraged to take this course to better understand the business in which they are engaged. Topics include:
Characteristics of securities markets and investment vehicles such as mutual funds and ETFs
Stock and bond valuation
Selection and management of securities using the Capital Asset Pricing Model and other valuation models
Asset allocation and portfolio analysis
Portfolio Management for Stocks and Bonds
This course teaches students how to make evidence-based decisions for personal investing or preparation for careers in financial planning or asset management. Specific topics include investment research methods, portfolio management techniques, introduction to financial statement analysis, introduction to cash flow forecasting, and professional ethics. Prior completion of the Introduction to Investments course or similar course at a college or university is highly recommended but not required.
Creating a Discounted Cash Flow Model
This intermediate-level course integrates Excel skills with step-by-step instructions to create a cash flow forecast and estimated fair value for the stock of a sample business. Students will create a probability-weighted scenario analysis to develop upper and lower boundaries for the projected stock price. The discounted cash flow valuation will be compared with peer multiples valuation as a reasonableness check to finalize the target stock price range. The session culminates with a writing exercise where participants summarize the basis for their recommendation in a brief report. Prior completion of the Portfolio Management for Stocks and Bonds course or similar course at a college or university is highly recommended but not required.