- Duration / Course length: 2 Hours Start now
- Accredited by: iAPCPD Certification Service
- Certificates:
- Course delivery: This course is delivered in video format
Course details
OverviewDiscover the significant concepts and mathematics used in investing by taking the Investment Calculations Using MS Excel. There's a wealth of information to be gained through this course which includes basic MS Excel and mathematics. Aspiring investors and financiers will be able to follow this step-by-step training that covers the fundamentals of how to implement excel for investment.
The Investment Calculations Using MS Excel course will teach you the tricks of the trade and prepare you for an investing venture. The course will focus on returns, correlation, portfolio risk, single asset risk, and marginal risk contribution. Each topic will be explored in-depth to ensure the learner gains a complete understanding of the ;
The Investment Calculations Using MS Excel course will provide the relevant expertise and skills on what it takes to be successful in an investment venture. It is designed to improve yourself professionally and help you accomplish your goals. You will gain comprehensive training that offers unique insights on how to position yourself as an investor in the industry. There is an ever-increasing need for qualified individuals, and this course will demonstrate to leading employers you are continually developing yourself and making you a desirable candidate.
Why You Should Consider Taking this Course at Study365?
Study365 is a leading online provider for several accrediting bodies and provides learners the opportunity to take this accredited iAP course. At Study365, we give our fullest attention to our learners' needs and ensure they have the necessary information required to proceed with the training.
Learners who register will be given excellent learning support, discounts for future purchases, and be eligible for a TOTUM Discount card and Student ID card with amazing offers and access to retail stores, the library, cinemas, gym memberships, and their favourite ;
Learning Outcomes
- Understand key financial concepts and mathematics behind investment
- Learn about the different types of returns
- Understand investment performance metrics and how it works
- Learn the implementation in MS Excel
- Learn how to optimise an investment portfolio
Course Curriculum
Financial Mathematics Introduction
Financial Mathematics - Working With Returns
Financial Mathematics - Correlation
Financial Mathematics - Single Asset Risk
Financial Mathematics - Portfolio Risk
Financial Mathematics - Marginal Risk Contribution
Financial Mathematics - Portfolio Optimization
Financial Mathematics - Performance Metrics
Method of Assessment
This is a knowledge-based course, and thus, will contain no method of assessment.
Certification
Upon the successful completion of the course, learners will be awarded an accredited Certificate of Completion for Investment Calculations Using MS Excel by iAP.
Awarding Body
The International Awards for Professionals (iAP) is an awarding body established in 1999 that aims to promote a high educational standard. They hope to create online education that is trustworthy and credible. They are focused on raising the standards of online education and ensuring it is accessible to all. The iAP provides accreditation for a range of educational establishments and monitors and continually develops the educational standards of such institutions. Their globally recognised certifications give learners the opportunity to acquire the skills and knowledge needed to gain employment in the chosen fields. Updated on 07 March, 2024
Eligibility / Requirements
- This course requires no formal prerequisites and this certification is open to everyone
Job roles this course is suitable for:
Investors , Investor Relations Associate , Investor Operations ExecutiveAbout Study 365
Study 365 is an online course provider, offering more than 400 courses to students across the globe. We have built a solid reputation which has elevated us to become one of the most trusted and reliable course providers in the online learning marketplace. With over 100,000 students on our books, we’re the preferred choice for many online learners.
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At Study 365, we offer a diverse range of online courses, where students can study everything from accounting, to design, beauty therapy, IT and education and training. All of our courses are completely relevant to the real world, so you can gain vital skills applicable to your chosen career.
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We aim to make it easy to help you gain new skills, so you’ll find that many of our courses are open to students without previous experience or qualifications. Of course, if you’re looking for a course that builds on existing skills, we offer these too, in which case, entry requirements may be stipulated. Crucially, our courses are affordable, making it easy for anyone to kick-start a new career.
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Many people choose to study online because they have other commitments in their daily lives, such as juggling family and work. The beauty of learning through Study 365 is that you can learn at your own pace in the comfort of your own home, at any time of day or night, on any device, to suit your personal circumstances. This flexibility means studying with us is easy, even if your life is already busy.
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Although you learn on your own with our courses, we appreciate that you’ll need expert guidance to make sure you’re on the right track and to offer support as and when it’s needed. That’s why each course is supported by professional tutors who are experienced and knowledgeable in your chosen course topic.
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As an expert online course provider, we understand that students expect the same level of course quality as if they were in a classroom situation. At Study 365, all of our courses have been meticulously designed, so they easily rival any style of course offered in a classroom setting.
- Versatile and motivated learning
We appreciate that some students can find it hard to motivate themselves to learn online under their own initiative, so we’ve tried to make the courses as inspiring and interesting as possible, to ensure students stay motivated, from start to finish. Tuition comes in the form of professional video tutorials, narrated e-learning modules, interactive quizzes, tests and exams.
- Assessment and certification
To show understanding of your learning, you’ll be assessed by Study 365 on completion of your modules.
