Financial Markets and Investments Course: The Basics

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Learn about financial markets with our investment courses 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. Our financial investment course will teach you the basics of financial markets in a way that anyone can easily understand.

This investment course will help you to not only understand the basics of financial markets and investing, but this understanding will help you to communicate and understand these concepts even after the course has ended. If you want to learn about financial markets and investment, then this financial markets training course is for you!

We have designed this Financial Markets and Investments course as an introduction to investment management, and to Australian financial markets and the various approaches, investors can use to assess investment opportunities. Our financial markets training limits mathematics to where it is essential, and it explores an introduction to common misconceptions and behavioural flaws in investing. We have made links to economic theory, accounting principles, and statistics.

By the end of these financial investment classes, you 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 videoconferencing software

Outcomes

By the end of this financial markets training 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 impact for Financial markets – Understanding the function of demand and supply and the role of the RBA.
  • read the 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.

Ideal for...

These financial investment classes are ideal for:

  • Anyone wanting to learn about financial markets, or is looking for basic investment courses
  • Anyone wanting to use financial investment classes as a way to brush-up on their already existing financial markets knowledge

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 annualisation.

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.

Classes

Financial Markets and Investments Course: The Basics

<p><strong>Learn about financial markets with our <a href="/courses/business-classes-sydney/personal-investment">investment courses</a> in Sydney.</strong></p><p>Finance is a daunting subject for many

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$335 Limited inc GST / $268 / $301.50
This class will be delivered live online via Zoom!

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: Hamid is a great facilitator and well knowledgeable in his domain, love his sessions. All the best to Hamid!

  • said: Having the class conducted at home via Zoom was great!

  • said: 5 stars!

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

  • said: 4.9 Stars!

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