Financial markets and investments: the basics

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Learn how to invest in financial markets with this personal investment course in Sydney.

Finance is a daunting subject for many people. Bulls, bears, shares, bonds, leverage, and all these other strange and important sounding terms! Don’t panic.
Finance, if taught in a straight forward manner, isn’t as difficult as it seems.

This course is designed as an introduction to Australian financial markets and the various approaches investors can use to assess investment opportunities. Mathematics is limited to where it is important and an introduction to common misconceptions and behavioural flaws in investing are also explored. Links are made to economic theory, accounting principles, and statistics.

By the end of the course students will be able to discuss basic financial terminology and principles and will have developed a solid foundation for further study.

Please note that we currently offer two types of courses – class room and live online via zoom platform!

Outcomes

By the end of this course you will be able to

  • understand the composition and structure of the Australian finance market.
  • understand the difference between passive and active investment management strategies .
  • understand equity investments and basic valuation techniques to assess value.
  • gain knowledge of bond markets and what implications the term structure has for future expectations of interest rates and inflation.
  • determine the economic implications for Financial markets – Understanding the function of demand and supply and the role of the RBA.
  • read statistical output and understand how it is used for financial market analysis.
  • understand the function of a derivative contract.
  • deal with the common psychological biases when making investment decisions.

Course content

An introduction to the Australian Financial Markets

  • The Australian Securities Exchange.
  • Superannuation, Pension Funds and Self-Managed Super Funds.
  • Managed & Passive investment vehicles.
  • The importance of financial markets.
  • The functions of a financial market.
  • The difference between investing and trading.
  • The concept of the ‘Discount Rate’.
  • Interest rates and what they tell us.
  • The capital structure.
  • Capital markets – Primary and secondary markets.
  • Rational investment – Theory and practice.

Equity markets

  • What is a share?
  • The composition of the share market.
  • Share price movements – Historic performance.
  • Value and Price – What is the difference?
  • Valuation methodologies – Theory and practice.
  • Dividend discount models.
  • Equity metrics – A way to measure value.
  • Factors which can determine the share price.
  • Diversification – Theory vs practice.

Bond markets

  • What are Bonds? – Government, Corporate and Supranational entities.
  • Differences between bonds and shares – Risk and return.
  • The yield to maturity.
  • Bond valuations.
  • The yield curve – assessing the term structure and what it means.
  • Hybrid securities.
  • Corporate bonds.

Financial Economics

  • Economics and its implications for Financial markets.
  • Supply and demand.
  • Demand elasticity – the implications for asset prices.
  • The policy rate, interest rates, money supply and the role of the RBA.
  • Macro-prudential policy.

Statistical concepts in Finance

  • Statistics and its use in finance.
  • Averages – The arithmetic and investment weighted average.
  • Standard Deviation – a measure of risk.
  • Correlation – Not causation!
  • Assessing financial data.
  • Returns – Assessing profitability and annualization.

Financial tools and behavioural Finance

  • Derivatives, Alternative investments & Hedge Funds.
  • Portfolio optimisation techniques – Statistics and intuition.
  • Behavioural Finance.
  • Course review.

Other Information

The course alternates between being taught over a 6-week session on weeknights and an intensive 2-day course spread over two- weekends.

Both deliveries schedules cover the same content but are designed to cater to individuals who may have working obligations throughout the week and vice versa.

Avoid disappointment. Enrol early.

Please ensure that you have given a valid email and mobile number as all course changes will be communicated via sms or email.

Classes

Financial markets and investments: the basics

<p><strong>Learn how to invest in financial markets with this <a href="https://www.sydneycommunitycollege.edu.au/courses/business-classes-sydney/Personal+Investment">personal investment</a> course in

...
$335 Limited inc GST / $268 / $301.50
This class will be held live online via Zoom!
Financial markets and investments: the basics

<p><strong>Learn how to invest in financial markets with this <a href="https://www.sydneycommunitycollege.edu.au/courses/business-classes-sydney/Personal+Investment">personal investment</a> course in

...
$335 Limited inc GST / $268 / $301.50

If there isn't a class to suit you, please join our waitlist and we will notify you when we have places available. Join Waitlist

If there isn't a class to suit you, please join our waitlist and we will notify you when we have places available. Join Waitlist

Course testimonials:

  • said: 5 Stars

  • said: I enjoyed each aspect of the course namely, the oral presentation with slides, the interaction and very handy notes.

  • said: 4.7 Stars!

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