Investment Analysis and Portfolio Management Course (with Excel®)
Financial Analysis Done Right: Learn How To Rigorously Analyse Investments & Manage Portfolios using Excel® / Google Sheets
8 Hours On-Demand HD Video
On-demand, byte-sized, easy-to-follow video lectures.
100s of Resources
Quizzes, Assignments, Spreadsheets, Mathematical Proofs, & a lot more.
At Your Pace
Lifetime access, including all future updates.
Rigorous curriculum, taught with simplicity.
Discover how to quantity risk, measure expected returns, and optimise your portfolio.
Work with real world data & take control of the math behind investment analysis.
SOLID FOUNDATION
Grounded in research, and backed by the math. No guesses.
WALKTHROUGHS
Extensive practical application walkthroughs.
PRACTICE QUESTIONS
Apply what you learn immediately, all the time.
RESOURCES GALORE
Mathematical proofs, one page cheat sheets, workable spreadsheets – all included.
6 Sections to Mastery.
Use our structured learning path to make solid investment decisions, backed by the math.
Price, Risk, & Return Relationships
Discover the incredibly powerful relationships between Price, Risk, and Return. Explore what investment management feels like by working with real world data.
Estimate Expected Returns
Explore robust approaches to estimating expected returns of securities. From simple means to advanced Asset Pricing Models for a data driven investment strategy.
Measure Risk and Relationships
Learn how to quantify and measure the total risk, firm specific risk, and market risk of stocks. Measure the relationships between securities.
Measure Portfolio Returns and Risk
Skyrocket your investment expertise by learning how to estimate the returns and risk of multi-asset portfolios while gaining a solid command over the 3 core factors of risk.
Explore Diversification & Optimisation
Explore first hand, how diversification reduces risk for the investor, and how you can minimise the risk of your portfolio.
Decompose Diversification
Revisit asset relationships, and understand why diversification works. Back your investment management & analysis by the math.
Go from beginner to PRO, comprehensively.
Become a Master at Investment Analysis and Portfolio Management. Learn with practical application, consistently.
Designed for distinction.
Tried and tested, proven to work teaching techniques.
Step by step walkthroughs with real world data. And a wealth of resources to help you get confident, become a better investor, and stay on track.
Study Materials
Carefully thought out, clutter free, insanely detailed.
Quizzes & Assignments
Progressively challenging, one step at a time.
All the Spreadsheets
Replicate and reuse with your own stocks.
Real World Data
Obtained directly from the SEC.
This course is for you if…
- You want to create your own investment strategy using real world data & Excel®
- You want to understand the math behind modern portfolio theory and not just memorise equations
- You want practical application of your knowledge using real world data, and for your own investments
This course is not for you if…
- You want a quick win. This course is anything but a “quick win”
- You have plenty of time to painfully browse “the internet” to try and make sense of it all.
- You want to get results without putting in any work.
Take the first step – no prior knowledge required.
Mastering Investment Analysis and Portfolio Management has never been easier.
Our Students Win. Here’s What They Say (unedited)
Nithin G
Karan Saxena
Balaram Prasad
Daljeet Singh
Rameshwar Agrawal
Tanya Jain
Tamer Attar
Very informative and easy to follow.
Vedant Kaple
Pranav Patel
I loved the course
It was very informative and it gave me a skill that I will be using for my further investments.
Cheers!
Aditya Sikka
Isabella Alejandra Toral Paredes Paredes
Ankit Debnath
Katherine Mone
Edgar Moises Trejo Herrera
Regina Golovko
The material is well-structured and there are a lot of practical exercises that use real-world data.
Lozh
Erloo De La Cruz
Vikash Kumar
Aaron Allen
Satya Dea Prawira
Andrej Petreski
Krzysztof Kisiel
Rubal Ahuja
Tathagat Sarthaka
G N
Mohaida Naif Almutairi
Imran Faiyaz (42288)
Guiming Miao
Mradul Agarwal
Ketan Paranjape
Arijit Tarafdar
Joseph Baker
Roger Mukuna Jr
Kartik kanojia
Using the real life data as example is really good approach and appealing.
Stacy-Ann Brown
sahil Marwaha
Ilia Babich
But quality of material is pretty good, and I appreciate that there are practical tasks – pretty awesome.
Suresh Hinduja (32781)
Joshua Mikhael
Evaezi Umebese
Amol Ladekar
Motty Elguy
Disha Malay Vaishnav
Samuel Horgan
Alberto Serra
But there is one thing that I did not like, in the verification tests at the end of the lesson, especially in the calculation ones, instead of giving the answer with the elaboration there was a link to the lecture only.
I found this a weakness in the course.
Carlos Helder
The Content 100%
Sameer Sukumaran
Kenny Salmon
I hope there will be more lessons on how to assess risk across other types such as property, bonds, and businesses. Thanks
Ege Basok
Alberto Velázquez Ríos
Yoga Ari Puji Husodo
Malick M
Hemapriya. K
Billi Sai Prem
Chitvan Chadha
Suprotim de
Anurag
Jeenal Bhatt
Donald Cox
Shubham Argula
Guillermo Rivadeneyra
Fabian P. Onunaku
Rizwan Mian
– Made complex concepts simple
– Quiz and Assignments to reinforce learning
– Short in length to build the foundations
Naresh Babu E.M.
Todd Greenberg
Rahul Thakur
Chitranshi Saxena
Olayinka Olowookere
Shreeya Shah
Pat Euarchukiati
Jainson J
Michael Olorunfemi
Anand Prakash Mishra
Kieran Donnelly
Ashita Chandane
Akanksha Darvatkar
Alfredo Mondlane
Nikhil Sharma
Tom Stone
Shubham Bhalsatre
Nikhil Chandran
Thanks & regards
Nikhil
James Cochrane
Alejandro Alvarez
Devanshi Shah
Samruddhi Pawaskar
Deepak Hotwani
Guy de Pellegrino Farrugia
Kiran Kumar
Ann Biernacki
Anonymized User
Ankit Singh
John and Jeri Shea
Bhushan Killekar
Sameer Natekar
Mark Randolph
Eric Narciso
Phung Chung
Gregory Hunt
Khaled Alghamedi
Thobelani Thembani
Nancy Lobo
Sirajus Salekin
Akash Saroj
Jake Madden
Vaishnavi Jadhav
Rishi Jethwa
Shreya Karpe
Wade Greninger
Upon completion of the course, I’d like to compare it to another Finance course I took from a different learning platform. This course is such much more applicable to investing. The layout of the course flows perfectly; it doesn’t seem as if anything is missing in the presentation. The teacher, Vash, is absolutely excellent in his enagagement with the student. I’m looking forward to taking a couple of more courses from Fervent.
Sagar Yadav
Himank Kapoor
2) Wonderfully summarised
3) Wonderfully organised course
4) Provide various insight of investment and portfolio management
Padmanav Mishra
Juan
Ahsan
Aldo Rafael Sartorius Castellanos
The entire course has a practical approach with real financial data.
Anonymized User
Prerna Gupta
Ankit kumar Singh
Aniket Mendule
Krishna Eydat
Askhat S
Suitable as for beginners so for practitioners!
Mohamed Abdillahi
Anonymized User
Ankit Rawat
Rosemary Palm
Saloni Sakdasariya
Aditya Arora
Namrita Singh Ahluwalia
Ajay Apandkar
Pratik Jain
Vishal
Anonymized User
Arabinda Bhattacharjee
Daksh Gajjar
Deepesh Gupta
Faisal Ali
MANISH KUMAR
Armiya
Reshma Unni Krishnan
A. Anyone who would like to analyze his/her own porfolio
B. Anyone who doesn’t understand the market arthimertic jargons and how it is done.
C. Anyone who is curious to interpret a data.
Utkarsh gupta
Prem Chandwani
Nivin Mascreen
Sreevenkatavenubabu M
Marco Forasassi
Jean-Marc FERRET
Adi Bighnesh Mishra
Anurag Sen
Wouter Kellerman
Norah Mohammed Alajlan
ABHISHEK PAL
Vito Carrescia
Pavankumar Javali
Suman S B
Nathan Mayers
Luis Sánchez Rodríguez
Neal
Dawodu Oladimeji
Parveen Singh
Thank you. 🙂
Steven Blake
Nikita Singh
Akshata Pandey
Alexis Olvera Monroy
Phumela
Sereyvuth Nong
Govindam Kabra
Vinit Kumar
Shubham Shahi
Mona Singh
Cristina Dumitrache
Mr.Gajendra Auodichya
Tarun Bhandari
Very Easy approach, help me to understand precisely.
Ferdinando Loggia
Carter Hutcherson
Qusai
Jamesbcardona@Outlook.Com
Boney Cheriyan
Robert Wallace
Ly Nhat Minh
Ibukunoluwa Omodara
Mikhail Karpiuk
Porselvi Rethinasamy
Laxmikanth
JUAN ROSA
Catherine Allan
Flavia Alves
Thank you.
Amit Dabur
Bethel Amadi
Akanksha Hindi
Charles NDIFON NCHAMCHAM
Henk Venter
Renier Alberts
Carlos Alberto
Luke Swem Beba
Guillermo A Llano
Minhaj Khan
Parth Hemant Dave
Hyemin Kim
Sebastian Obando
Pretty Tsokedi
Mostafa Abdelaziz
Ray Shah
Seatla BM Molatole
Sanjeeta Malakar
Igor Kostov
Brice Sery
Alex Tong
Ronald Rosario
Ivana Bunjevacki
Alexey Agaltsov
The course does not require any preliminary knowledge in mathematics. As a corollary, presented models are the most simple. In particular, portfolio optimisation problem is not considered at this point. However, the course administrator kindly provided convenient references on this subject by request.
I advise this course to everybody who is interested in a gentle introduction to portfolio management.
Ramses Monge
Shannon Jefferson
Bohdan Tashak
Kaushik Punyamurthula
Simple and Easy
haefa s
Questions? We have answers.
Course delivery and access
When does the course start and finish?
The course starts now and never ends! It is a completely self-paced online course - you decide when you start and when you finish.
How long do I have access to the course?
How does lifetime access sound? After enrolling, you have unlimited access to this course for as long as you like - across any and all devices you own.
What if I am unhappy with the course?
We would never want you to be unhappy! If you are unsatisfied with your purchase, contact us in the first 30 days and we will give you a full refund. No questions asked.
Course content
I'm a University / College student - is this course relevant for me?
The course is relevant for most Ivy League / Russell Group Universities. The content features the same cutting-edge and comprehensive syllabus offered at top Universities. You should always check your Module Handbook (aka Course Outline) to confirm.
I'm an investor / analyst / aspiring associate / other professional - is this course relevant for me?
Yes. The course focuses on core Finance concepts that are essential for anyone serious about a career in Finance.
I want to buy stocks and get rich quick - will this course help me do that?
No.
Nor will any course. You might want to take anyone / anything that promises "quick wealth" with a cup full of salt.
Who Teaches This Course?
The course is taught by Vash. He has over 5,800 hours of professional teaching and training experience and has taught students and professionals across the UK and EU. Vash holds an MPhil in Finance and Econometrics, a MSc in Finance and Accounting, and a BSc in Business and Accounting from Russell Group Universities (Warwick & Exeter, UK).
He takes a student-centric approach to designing and delivering course content, and synthesises academic literature with real world applications. His clients include University students at the Undergraduate, Postgraduate, and MBA levels, as well as professionals ranging from Associates at Big 4 Accounting firms to finance directors at SMEs.