Financial markets and investments - the basics

Classes

$235 Limited inc GST / $188 / $211.50
Financial markets and investments - the basics

<h5 id="LearnhowtoinvestinfinancialmarketsinSydney">Learn how to invest in financial markets in Sydney.</h5><h5 id="Coursecontent">Course content</h5><p>Finance is a daunting subject for many people.

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Course description

Learn how to invest in financial markets in Sydney.
Course content

Finance is a daunting subject for many people. Bulls, bears, shares, bonds, leverage, and all these
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 ways an
investor can assess investment opportunities in different asset classes. 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 terminology and basic
statistics.

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

The course is taught by Hamid Yahyaei. Hamid is an Analyst at Spectrum Asset Management covering
Australian credit markets and is a Guest lecturer at Macquarie University lecturing students on
Corporate Debt. He has a Bachelor of Applied Finance from Macquarie University and is incredibly
passionate about Financial markets.

Week One - An introduction to the Australian Financial Markets

  • Australian Securities Exchange & ASX200
  • Superannuation/Superannuation Funds/SMSF
  • Managed Funds/Passive Funds
  • Why the Financial Markets are important?
  • What do they allow us to do?
  • The difference between investing and trading – short and long term horizons
  • The concept of the Discount Rate and present value
  • Interest rates – compensation of risk
  • Capital structures of a company
  • Capital markets
  • Rational investment vs reality – The unexplained volatility

Week Two – Equity markets

  • Equity – Shares/Stocks
  • Breakdown of the ASX – Composition
  • Share price movements – Historic performance
  • Value vs Price – What is the difference
  • Valuation methodologies – Theory vs reality
  • Dividend discount – growth rate
  • Metrics – PE, P/B, EV
  • Factors determining the share price
  • Diversification – Theory vs practice

Week Three – Bond markets

  • Bonds – Government, corporate
  • Differences between equity – Risk and return
  • Bond yields
  • Bond valuation
  • Yield curve – assessing the shape and what it means
  • Hybrid securities – listed hybrids
  • Corporate bonds and why they are issued

Week Four – Financial Economics

  • Economics and its implications on Financial markets
  • Supply and demand
  • Demand elasticity – the implications on prices
  • Cash rate – Interest rates – Money supply – The RBAs function
  • APRA’s role – its implications and recent housing market intervention

Week Five – Statistical concepts in Finance

  • Statistics and its implications on Financial markets
  • Average – arithmetic and investment weighted
  • Standard Deviation
  • Correlation – Not causation
  • Assessing financial data
  • Returns – Assessing profitability

Week Six – Financial tools and behavioural Finance

  • Derivatives, Alternative investments & Hedge Funds
  • Portfolio optimisation techniques – Statistical, intuition
  • Behavioural Finance – implications – Black swan effect
  • Putting it all together
Outcomes

By the end of this course you will be able to:

  • understand the composition of the Australian finance markets
  • tell the difference between passive and active investment management
  • understand Equity investments and basic valuation techniques
  • understand what Bonds are and what implications the yield curve has upon future expectations of interest rates
  • economic implications upon Financial markets – the function of demand and supply – the role of the RBA
  • statistics and how it is used in the world of Finance
  • understand what a derivative is and what it can be used for behavioural Finance and its emergence.

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.

Course testimonials:

  • Everest said: 5 Stars

  • Carol said: 5 Stars