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13 Online Investment Management Courses on Coursera

13 Online Investment Management Courses on Coursera

Edited By Team Careers360 | Updated on Apr 03, 2024 11:51 AM IST | #Skill Development

Investment management is the development of an investment portfolio and general treatment. It also involves proposing an investment approach, purchasing and selling investments, and controlling the asset distribution of the portfolio. Investment management can be accomplished on your own or with the assistance of an advisor. You can make a career as an investment manager by pursuing online courses and certifications. An investment manager is an individual or organization that, on behalf of a client, manages an investment portfolio. Coursera investment management courses will help provide you with the skills required to manage your portfolio more efficiently to reliably gain greater returns, whether you are new to investing or have experience under your belt.

If you’d like to assist others in discovering the best ways to get significant returns on their nest eggs, are fascinated by risk analysis, or are involved in helping companies acquire other companies, you need to consider the online degree courses available on Coursera or Coursera investment management certification courses.

Top Coursera Investment Management Courses

Course Name
Fee
Duration
Offered by/Affiliated To
Investment Management Specialization
Rs 3,576 per month
5 months
University of Geneva
Investment and Portfolio Management Specialization
Rs 3,576 per month
6 months
Rs 2,116
33 hours
Investment Management in an evolving and volatile world
Rs 4,306
18 hours
HEC Paris
Behavioral Finance
Rs 2,116
5 hours
Investment Management with Python and Machine Learning Specialization
R2,846 per month after the trial ends
5 months
EDHEC Business School
Personal and Family Financial Planning
Rs 2,116
15 hours
University of Florida
Global Finance Markets and Instruments
Rs 3,576 per month after the trial ends
20 hours
Rice University
Investment Strategies and Portfolio Analysis
Rs 3,576 per month after the trial ends
15 hours
Rice University
Financial Investment and Risk Management
Rs 2,116
17 Hours
Peter the Great St. Petersburg Polytechnic University
Seeking Investment Alpha
Free
2 hours
Coursera Project Network
Investment Risk Management
Free
1 hour
Coursera Project Network
Introduction to Portfolio Construction and Analysis with Python
Rs 2,846
24 Hours
EDHEC Business School

Also read: Investment Management by University of Cape Town, Cape Town via GetSmarter

1. Investment Management Specialization

This is one of the top Coursera investment management courses offered by the University of Geneva that will teach you about investment strategies and how they are structured in a global sense to achieve financial goals. The course will also acquaint you with real-world skills to apply when debating investment proposals with your advisor and managing your personal assets or the investment portfolio of your client. You will be taught the philosophy that underlies good investment decisions. At the micro and macro levels, you will start by gaining a global understanding of financial markets and what effects rational and irrational behaviors have on finance. You will then learn how to properly develop and maintain a long-term portfolio while gaining recognition for new research developments in finance and related areas and future trends that form the industry.

Course Instructor: Ines Chaieb & 17 more instructors

Duration: 5 months

Advantages:

  • You will build a sensible 5-year investment strategy in the final Capstone Project that accounts for the priorities and constraints of an investor in a complex economic environment.
  • By offering you valuable experiences, instructors have gained from years of experience working for the world's largest wealth manager, main speakers from UBS will add to this specialization.

Also read: Online Financial Management Courses & Certifications

2. Investment and Portfolio Management Specialization

This is another one of the best Coursera investment management courses where you will master the basic skills of portfolio management and personal investment. All investors share similar investment concerns, from the largest wealth funds to the smallest individual investors: how to meet their obligations, how to determine where to invest, and how much risk to take on. You will learn how to think about, analyze, and devise answers to these investment issues in this specialization. You will also get to know the theory and realistic skills required to plan, implement, and analyze investment proposals that meet financial goals.

Course Instructor: Arzu Ozoguz & Jill Foote

Duration: 6 months

Advantage:

  • You will master the analytical methods, mathematical skills, and practical experience required for long-term success in investment management by the end of your Capstone Project.

Also read: Investment Analysis and Portfolio Management by Institute of Financial Market Courses

3. Financial Markets

This one of the highest-rated Coursera investment management certification courses will provide you with an analysis of the ideas, processes and institutions that enable risk management and business promotion in human society. It mainly focuses on financially savvy management abilities and includes a description of today's activities and a review of future opportunities. It also provides an introduction to the principles of risk management and behavioural finance to consider the workings of the securities, insurance, and banking industries in the real world. Offered by Yale University, the course’s ultimate aim is to use those industries efficiently and for a better society.

Course Instructor: Robert Shiller

Duration: 33 hours

Advantages:

  • This course is really beneficial as it offers a lot of realistic examples to think about finance in detail.
  • It will certainly help you in the stock market to make more rational decisions.

Also read: Career as Investment Banker

4. Investment Management in an Evolving and Volatile World

Have you ever wanted to invest in capital markets, but have you always been afraid of not having the right tools or the right experience to make educated choices? Have you ever wondered how businesses work in investment management and what fund managers do? Offered by HEC Paris, this is amongst the best Coursera investment management courses that include the most relevant investment management ideas and principles to assist you in getting a more comprehensive understanding of your financial future.

Course Instructor: Hugues Langlois & Marion Le Morhedec

Duration: 18 hours

Advantages:

  • This is a fantastic course in investment management and portfolio analysis to begin your maturation.
  • Also equally outstanding are the facilities and materials offered.

Top Trending Courses & Certifications:



5. Behavioral Finance

Behavioral finance is the study of the thousands of mistakes that can be avoided in financial decision-making if we are familiar with the prejudices that cause them. You will investigate these predictable errors in this another one of the excellent Coursera investment management online courses while discovering where we are most vulnerable to them. Offered by Duke University, the aim of this course is to direct participants towards better financial decisions. You will also learn how your spending, saving, and investments can be enhanced in order to create a better tomorrow.

Course Instructor: Emma Rasiel

Duration: 5 hours

Advantages:

  • This course is a really thorough overview of Daniel Kahneman's fast and slow thinking.
  • Anyone who wants to learn more about our shortcomings or wants to refresh their understanding should certainly take a look at it.

Also read: Corporate Finance by Indian Institute of Management Bangalore via Edx

6. Investment Management with Python and Machine Learning Specialization

This amongst the top-rated Coursera investment management courses has been developed to provide a wide and thorough approach to current wealth management approaches, with a specific focus on the use of data science and machine learning methods to enhance investment decisions. You will gain the tools necessary for making sound investment decisions by the end of this course, with an emphasis not only on the fundamental theory and underlying principles but also on multilevel thresholding and implementation.

Course Instructor: Vijay Vaidyanathan & 4 other Instructors

Duration: 5 months

Advantages:

  • The concepts of supervised and unsupervised machine learning strategies for financial data sets will be effectively taught.
  • You will also gain a better understanding of advanced methodologies for data analytics.

7. Personal & Family Financial Planning

This one of the Coursera investment management courses offered by the University of Florida will teach you about personal finance. In order to help you learn prudent behaviors both during school and during your lifetime, the course will also discuss many important personal financial management topics such as Financial Statements, Tools, and Budgets; Income Tax Management, Building and Maintaining Good Credit and more.

Course Instructor: Michael S. Gutter

Duration: 15 hours

Advantages:

  • When it comes to completing the various assignments for assessment, the course is very accessible and very convenient.
  • With the video presentations and the different tutorials, you will be very pleased as well.

Also read:

Finance for Everyone Smart Tools for Decision Making by University of Michigan, Ann Arbor via Edx

8. Global Financial Markets and Instruments

Get a good push in the financial investment world of high-stakes through this another one of the best Coursera Investment Management courses. The course is designed to help you become an educated investor by presenting you with the basic principles for managing money for long-term success. In a well-functioning economy, you can begin by learning the position of financial markets and financial assets. After this, you'll understand the broad variety of financial instruments, their characteristics and valuations available in major asset groups.

Course Instructor: Arzu Ozoguz

Duration: 20 hours

Advantages:

  • With a lot of practice questions, the course is very well organized.
  • This gives a good and straightforward introduction to financial markets and tools.

9. Investment Strategies and Portfolio Analysis

Learn about recent investment strategies and performance appraisal in this amongst the highest-rated Coursera investment management courses. In this course, you will begin by studying portfolio performance measures and discussing best practices. You will analyse and apply various appraisal methods, such as style analysis and attribution analysis, to determine various investment strategies. Recent developments in the financial market and emerging investment trends will be given special focus.

Course Instructor: Arzu Ozoguz

Duration: 15 hours

Advantages:

  • It is possible to apply the strategies you will learn in this course in different investment settings.
  • The excellent functions really make it simple and significant.

Also read: Investments and Personal Finance by Indian Institute of Management Ranchi

10. Financial Investment & Risk Management

When making asset allocation decisions, all investors in the stock market, including major investment firms and private investors, face common challenges: where to invest, how to meet their commitments and what risk to take. This one of the investment portfolio management courses will allow you to learn short- and long-term skills to make investment decisions in the stock market. At the end of the course, you will not only be able to evaluate the outcomes of calculations using empirical techniques and draw conclusions but also be able to inform shareholders on financial decisions.

Course Instructors: Gianfranco Antonio Vento and Yulia I. Cherkasova

Duration: 17 hours

Advantages:

  • In the sense of shifting investor tastes, you would know all about determining the value of the investment portfolio.
  • It will also teach you how to analyse the selected strategy risks

Also read: Online Financial Risk Management Courses & Certifications

11. Seeking Investment Alpha

Learn how to use beta to equate the exposure of stocks to the systematic risk in this 2-hour project-based investment management course. This amongst the best Coursera investment management courses will also help you use Alpha to measure the return on investment over the market return. It is important for you to be familiar with basic financial risk management principles to take this course.

Course Instructor: Bekhruzbek Ochilov

Duration: 2 hours

Advantages:

  • You will learn how to use beta to compare the stock's exposure to the systematic danger in this 1-hour project-based course.
  • You can also learn how to use alpha to calculate the return of the investment over the return to the market.

12. Investment Risk Management

Enrolling in this another one of the best Coursera investment management online courses, you will learn how to measure risk-to-reward and determine the risk value of the investment portfolio. You will be taught Introduction to Risk, Monthly returns and Standard Deviation, Calculating Beta, Treynor Ratio and Value at Risk and more.

Course Instructor: Bekhruzbek Ochilov

Duration: 1 hour

Advantages:

  • Using Treynor Ratio, you can learn how to calculate risk-to-reward in an easy to follow step-by-step manner.
  • You would also be able to determine the value of the investment portfolio at risk quickly.

Also read: Business Risk Management by University of Cape Town, Cape Town via GetSmarter

13. Introduction to Portfolio Construction and Analysis with Python

In recent years, the art of investment management has been transformed by quantitative methods. In order to give you a detailed understanding of the scientific foundation, this one of the investment portfolio management courses will offer you an introduction to the underlying research. That being said, they help you build on the basis in a realistic way instead of only describing the science, with an emphasis on the hands-on application of those concepts in the programming language of Python.

Course Instructor: Vijay Vaidyanathan and Lionel Martellini

Duration: 24 hours

Advantages:

  • You will obtain an intuitive understanding of the fundamental theory behind Modern Portfolio Construction Techniques using this course.
  • To estimate risk and return parameters, you will also be able to write a custom Python code.

Conclusion:

With so many different financial products and an increasing need for people with in-depth knowledge of geographical regions, it is no wonder that most industry experts expect the investment management sector to see strong job growth in the middle of this decade. Employment in investment management is projected to rise by 11 percent from 2016 to 2026, according to the BLS. Pursuing online diploma courses and certifications will help you take this opportunity in a global context.

The profession of investment management does not restrict you to pin-striped suits and elevated transactions on the floor of crowded, chaotic trading spaces, unlike famous movies and fiction. The area of investment management is broad and varied. There are many online courses & certifications from top providers that will teach you and help you master this field.

If you feel that an investment management career is perfect for you, then check out the best Coursera investment management courses and enrol in the one that best suits you by making an online course comparison.
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Frequently Asked Questions (FAQs)

1. What is a service for portfolio management (PMS)?

A Portfolio Management Service (PMS) is a service that offers competent investment management for asset development. It seeks to address the investment needs of individuals or companies with high net worth by offering investment solutions to them.

2. Who is a Portfolio Manager?

A Portfolio Manager is a corporate entity that, under a contract with a customer, recommends or guides or conducts, on behalf of the client, to manage or administer a portfolio of the client's securities or funds (whether or not as a contingent Portfolio Manager).

3. What is the distinction between discretionary portfolio management services and non-discretionary portfolio management services?

The Portfolio Manager manages the funds and securities of each client individually and independently in a discretionary portfolio management service in accordance with the client's needs. The Portfolio Manager oversees the funds in compliance with the client's guidance under the non-discretionary Portfolio Management Service. 

4. Who is an ideal investor in a PMS?

The investment strategies that PMS offers cater to a niche consumer market. The customers may be people with a high net worth or institutions. Typically the offerings are suitable for investors who are:

• Seeking to invest in asset groups such as equity, fixed revenue, structured commodities, etc. 

• Desire customised strategies for investments 

• Desire the establishment of long-term wealth 

• Appreciate a high service standard 

5. What fees would a Portfolio Manager charge for the services he offers to his customers?

The SEBI (Portfolio Managers) Regulations, 2020 provide that the Portfolio Manager will charge a fee for the rendering of portfolio management services in compliance with the customer agreement. However, no upfront fees are paid directly or indirectly to the customers by the Fund Manager.

6. Are NRIs able to invest in PMS?

Yes, via the accounts of the NRE or NRO, NRIs can invest in the PMS. For NRI clients, there are certain additional compliance/documentation criteria. With this documentation, our partnership manager will assist the NRI client.

7. Is partial portfolio withdrawal allowed for current customers of the portfolio manager?

The client can, in compliance with the terms of the agreement between the client and the Portfolio Manager, remove partial sums from his portfolio. The value of the investment in the portfolio after such withdrawal shall, however, not be less than the minimum investment sum applicable. 

8. What are the laws regulating a Portfolio Manager's services?

Portfolio Management services are regulated by an arrangement between the manager of the portfolio and the investor. The minimum specifics as stated in the SEBI Portfolio Manager Regulations should be protected in the agreement. Additional specifications may, however, be defined in the agreement with the client by the Portfolio Manager.

9. Are there risks connected with investments in PMS?

Yes. A certain level of risk is involved in all investments, including the potential erosion of the principal amount invested, which varies depending on the protection chosen.

10. Will the Investment Manager be eligible for imposing a lock-in on the investor?

Portfolio Managers do not place a lock-in on the portfolios of their customers. However, the Portfolio Manager may charge the client's applicable cancellation fees for an early exit, as mentioned in the agreement.

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