Fervent | Finance Courses, Investing Courses

Rigorous Courses, Backed by Research, Taught with Simplicity.

Investment Analysis and Portfolio Management Course (with Excel®)

Financial Analysis Done Right: Learn How To Rigorously Analyse Investments & Manage Portfolios using Excel® / Google Sheets

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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.

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Investment Analysis and Portfolio Management Course Overview

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.

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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.

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Or Buy Now

Our Students Win. Here’s What They Say (unedited)

⭐️⭐️⭐️⭐️
Nithin G
It was a great experience, informative sesssions.

 

⭐️⭐️⭐️⭐️⭐️
Karan Saxena
You are a great instructor

 

⭐️⭐️⭐️⭐️⭐️
Balaram Prasad
Well explained with examples.

 

⭐️⭐️⭐️⭐️⭐️
Daljeet Singh
Thank you soo much for this vast knowledge provided with so much simplicity. I love the way of teaching and more importantly enjoying it.

 

⭐️⭐️⭐️⭐️
Rameshwar Agrawal
Course Content is comprehensive and very well explained with application.

 

⭐️⭐️⭐️⭐️
Tanya Jain
Yes, it was an insightful learning till now.

 

⭐️⭐️⭐️⭐️⭐️
Tamer Attar
It is a good match for me!
Very informative and easy to follow.

 

⭐️⭐️⭐️⭐️⭐️
Vedant Kaple
Its amazing. Concepts are very easy to understand because of the way you teach along with examples and quizzes.

 

⭐️⭐️⭐️⭐️⭐️
Pranav Patel
This has been the best investment I have ever made.
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
The course is well structured and complete. It provides good examples, and the videos keep you engaged through out the course. Well Done!

 

⭐️⭐️⭐️⭐️⭐️
Isabella Alejandra Toral Paredes Paredes
Excellent course, shows you all the basics with relevant data. However, it does take more time than expected, especially if you complete all the quizzes and assignments as you go.

 

⭐️⭐️⭐️⭐️⭐️
Ankit Debnath
So far I have really enjoyed the course . I have liked the explanations of concept , the examples provided along with it , loved learning about google finance which I didn’t know. If sir went a little slower for students like us who dont have background in finance this would have been better.

 

⭐️⭐️⭐️⭐️
Katherine Mone
Yes the introductory part is exciting

 

⭐️⭐️⭐️⭐️⭐️
Edgar Moises Trejo Herrera
Excelente curso ! Felicitaciones

 

⭐️⭐️⭐️⭐️⭐️
Regina Golovko
Excellent course!
The material is well-structured and there are a lot of practical exercises that use real-world data.

 

⭐️⭐️⭐️⭐️
Lozh
Informative and clear

 

⭐️⭐️⭐️⭐️⭐️
Erloo De La Cruz
The course is interesting that I you need to move fast, but have to step back and digest lots of things.

 

⭐️⭐️⭐️⭐️⭐️
Vikash Kumar
every topic was explained well

 

⭐️⭐️⭐️⭐️⭐️
Aaron Allen
One of the best classes I’ve taken – very clear, no nonsense, extremely helpful information

 

⭐️⭐️⭐️⭐️⭐️
Satya Dea Prawira
sangat cocok untuk saya dan presentasinya cukup jelas

 

⭐️⭐️⭐️⭐️⭐️
Andrej Petreski
What a course sir! I am not the type of person to give positive critics for someone, but really awesome content and great teaching skills. Hope you will make some course for econometrics and everything related to quantitative finance.

 

⭐️⭐️⭐️⭐️⭐️
Krzysztof Kisiel
I like this course very much, everything is explained in a understandable and practical way, material is divided perfectly, not too long and not too short, exercises and questions sometimes are quite challenging but it is good! I can absolutely recommend this course! 🙂

 

⭐️
Rubal Ahuja
This is very very basic. Just normal mathematics. I just hope asset pricing model is good

 

⭐️⭐️⭐️⭐️
Tathagat Sarthaka
Practical and Helpful for hands on experience.

 

⭐️⭐️⭐️⭐️⭐️
G N
great resources make it easy to follow along with the course material

 

⭐️⭐️⭐️⭐️⭐️
Mohaida Naif Almutairi
now i know how to compare between socks through the risk

 

⭐️⭐️⭐️⭐️
Imran Faiyaz (42288)
course designed perfectly and aptly

 

⭐️⭐️⭐️⭐️⭐️
Guiming Miao
This course is really well-rounded!

 

⭐️⭐️⭐️⭐️⭐️
Mradul Agarwal
So, basically, I am good with calculations, and that’s why I find this a little bit easy when compared to other students. This is a very detailed course. Just wanted to know is there any huge difference when doing it in excel or python. Should I buy the python one too ?

 

⭐️⭐️⭐️⭐️⭐️
Ketan Paranjape
I was quite naive with the way I would invest. This Course has me thinking on why some of the investments do not work while some do work.

 

⭐️⭐️⭐️⭐️⭐️
Arijit Tarafdar
Fervent simplifies every avenue so that even a layman can understand it. Brilliant course.

 

⭐️⭐️⭐️⭐️⭐️
Joseph Baker
So clear! Definitely aware of the long and short of it now!

 

⭐️⭐️⭐️⭐️⭐️
Roger Mukuna Jr
I hold an MBA and would like to become an active investor

 

⭐️⭐️⭐️⭐️
Kartik kanojia
the tutor is really explaining thing very clearly and also addressing the expected doubts, which is great.
Using the real life data as example is really good approach and appealing.

 

⭐️⭐️⭐️⭐️
Stacy-Ann Brown
It’s been quite interesting to say the least. I’ve gained so much appreciation for investment analysis and how to perform a number of these calculations that can give such insight into an investment.

 

⭐️⭐️⭐️⭐️
sahil Marwaha
execellent presentataion and learning

 

⭐️⭐️⭐️⭐️
Ilia Babich
Sometimes too much time is spent to explain basic math.
But quality of material is pretty good, and I appreciate that there are practical tasks – pretty awesome.

 

⭐️⭐️⭐️⭐️⭐️
Suresh Hinduja (32781)
Detailed and well explained

 

⭐️⭐️⭐️⭐️⭐️
Joshua Mikhael
Love at first sight! I am a private investor on stocks in Indonesia. And so, I am a mathematics student as well. Taking this course is not only helping me to manage and to measure the expected return and risk of my portfolio, but also encourage and inspire me to do some small researches based on my field. Thank you 🙂

 

⭐️⭐️⭐️⭐️
Evaezi Umebese
It is a great course, very insightful and greatly increased my knowledge of Excel functions

 

⭐️⭐️⭐️⭐️⭐️
Amol Ladekar
Great knowledge & Information.

 

⭐️⭐️⭐️⭐️⭐️
Motty Elguy
Great course with great instructor

 

⭐️⭐️⭐️⭐️
Disha Malay Vaishnav
The way you explain i understood and the quiz is also helpfull.

 

⭐️⭐️⭐️⭐️⭐️
Samuel Horgan
Good course to take if a complete beginner or a student who is looking to supplement more academically taught finance modules with plenty of practical application

 

⭐️⭐️⭐️⭐️
Alberto Serra
I really enjoyed this course, instructor Vash often replied to me when I asked for assistance.
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
100% ..
The Content 100%

 

⭐️⭐️⭐️⭐️⭐️
Sameer Sukumaran
Amazing, Includes also the derivation of the formulas. Step by step guide for analysis along with real world data.

 

⭐️⭐️⭐️⭐️⭐️
Kenny Salmon
informative, well explained, and very thorough. i have used the lessons for making my own portfolio of stocks.
I hope there will be more lessons on how to assess risk across other types such as property, bonds, and businesses. Thanks

 

⭐️⭐️⭐️⭐️⭐️
Ege Basok
Gosh, It is definitely above expectations. I bought 4 more investing courses along with this course and refunded them all. They were all talking about senseless topics like why they love the stock market or how they started trading/investing. If you wanna get directly to the topic buy this course without hesitation it may be shorter than the other courses but as we all know quality > quantity.

 

⭐️⭐️⭐️⭐️⭐️
Alberto Velázquez Ríos
Great, I am really enjoying this course and I have only watched first class.

 

⭐️⭐️⭐️⭐️⭐️
Yoga Ari Puji Husodo
yes, give me fundamental understanding

 

⭐️⭐️⭐️⭐️⭐️
Malick M
The teaching methodology is great and interactive. I find the practice of using real data really fascinating.

 

⭐️⭐️⭐️⭐️⭐️
Hemapriya. K
It was a very good learning experience each and every content was clearly explained with real life examples makes learning easier

 

⭐️⭐️⭐️⭐️
Billi Sai Prem
It’s Amazing, But need more deep explanation

 

⭐️⭐️⭐️⭐️⭐️
Chitvan Chadha
very fruitful experience.

 

⭐️⭐️
Suprotim de
The tutorials are okay , but the quiz is very bad. we don’t want to solve subjective questions in mcq

 

⭐️⭐️⭐️⭐️⭐️
Anurag
Yes,the course is descriptive and covers the basic with real life scenarios which makes it easy to understand

 

⭐️⭐️⭐️⭐️⭐️
Jeenal Bhatt
The course was explained pretty well.

 

⭐️⭐️⭐️⭐️
Donald Cox
Concepts well explained. Understanding many terms better

 

⭐️⭐️⭐️⭐️
Shubham Argula
Yes! this course had really given me good knowledge regarding the risk,return and price relations, optimizing the risk of portfolio. I suggest to take this course as it could be really helpful. thank you.

 

⭐️⭐️⭐️⭐️⭐️
Guillermo Rivadeneyra
Es un muy buen curso, su didáctica te permite entender concepto complejos de una manera muy sencilla.

 

⭐️⭐️⭐️⭐️⭐️
Fabian P. Onunaku
It has been a long time since I studied Finance, more than 20 years precisely. However, this course has rekindled my interest to go bit deeper. I will be spending more time on the materials and perhaps, come back for additional courses. It has been a pleasure working with you.

 

⭐️⭐️⭐️⭐️⭐️
Rizwan Mian
– Gradual build up
– Made complex concepts simple
– Quiz and Assignments to reinforce learning
– Short in length to build the foundations

 

⭐️⭐️⭐️⭐️
Naresh Babu E.M.
very good course. Fundamental analysis , Technical analysis and Random walk theory as well as portfolio evaluation and revision have missed out. please include that also. Apart from that really good course and given lot of practical exposure. I have referred the course to one of my colleagues and he got enrolled yesterday.

 

⭐️⭐️⭐️⭐️
Todd Greenberg
yes…clear presentation of concepts/explanations.

 

⭐️⭐️⭐️⭐️⭐️
Rahul Thakur
Till 1st lecture everything is crystal clear

 

⭐️⭐️⭐️⭐️⭐️
Chitranshi Saxena
The course is designed in a student centric manner and has been explained really clearly. Also the Q/A section is very helpful for any doubts to get cleared.

 

⭐️⭐️⭐️⭐️
Olayinka Olowookere
The course met my expectations.

 

⭐️⭐️⭐️⭐️
Shreeya Shah
I learned a lot from this course as well as got some clarification in topics i was unaware of. It was very helpful.

 

⭐️⭐️⭐️⭐️⭐️
Pat Euarchukiati
Great course! Really enjoyed it so far. Great explanation of complicated stats.

 

⭐️⭐️⭐️⭐️
Jainson J
The video and the lecture is good. Clear explanation with understandable examples helps me learn the concept better.

 

⭐️⭐️⭐️⭐️
Michael Olorunfemi
Enlightening, and helps with my work currently

 

⭐️⭐️⭐️⭐️
Anand Prakash Mishra
its matching my expectation

 

⭐️⭐️⭐️⭐️
Kieran Donnelly
A little basic so far but assuming it will dive deeper.

 

⭐️⭐️⭐️⭐️
Ashita Chandane
Well designed course..simplified concepts. Was Expecting to learn about portfolio Beta and Optimal Beta hedge as well, it could have added more value to it.Thank you!

 

⭐️⭐️⭐️⭐️
Akanksha Darvatkar
The course was helpful enough to understand the concepts and use excel for handling real life data. Fervent sir reach out to answer our queries. Overall experience was great. It was a useful learning curve.

 

⭐️⭐️⭐️⭐️⭐️
Alfredo Mondlane
Clear and easy to understand

 

⭐️⭐️⭐️⭐️
Nikhil Sharma
it is a good match for me and the tutor explains everything in very detail.

 

⭐️⭐️⭐️⭐️
Tom Stone
Starting to cover the stuff I was expecting now.

 

⭐️⭐️⭐️⭐️⭐️
Shubham Bhalsatre
this course will be beneficial for me in future corporate life thanks for creating online learning platform.

 

⭐️⭐️
Nikhil Chandran
The course was getting too much confusing as the terms started confusing my mind, assignments are not easy to do when you didnt understand easily the content . Rest i gained some knowledge will be going again with topics to clear all my doubts again .
Thanks & regards
Nikhil

 

⭐️⭐️⭐️⭐️⭐️
James Cochrane
Great course. It is quite detailed and full of exercises and quiz to test your knowledge.

 

⭐️⭐️⭐️⭐️⭐️
Alejandro Alvarez
Excelentemente bien explicado y detallado.

 

⭐️⭐️⭐️⭐️⭐️
Devanshi Shah
the course is amazing. quiz’s and assignments help to learn practically

 

⭐️⭐️⭐️⭐️⭐️
Samruddhi Pawaskar
the way the course is explained is so good you can really get clear idea about how to analyse the investment do proper portfolio management

 

⭐️⭐️⭐️⭐️
Deepak Hotwani
Well planned and structured, being a Finance major, this was a great refresher. Lots of concepts, strategies are covered in this course. One thing which I felt could have been better was the way latter half of the course covering derivations and formulae were explained. It could have been explained in a simpler manner algebraically. Apart from that, I would highly recommend this course and look forward to learning more from Fervent. Cheers!

 

⭐️⭐️⭐️⭐️
Guy de Pellegrino Farrugia
Easy concepts to understand so far

 

⭐️⭐️⭐️⭐️⭐️
Kiran Kumar
Had an Amazing experience 🙂

 

⭐️⭐️⭐️⭐️
Ann Biernacki
Content is very basic, but good to get a refresher on these terms.

 

⭐️⭐️⭐️⭐️
Anonymized User
A good intro with an engaging presenter.

 

⭐️⭐️⭐️⭐️⭐️
Ankit Singh
It clears all the concepts

 

⭐️⭐️⭐️⭐️
John and Jeri Shea
My answer for #7, quiz 1 was scored incorrect. I reviewed the text, and don’t see my error. The promotional material for the course mentioned being able to check solutions. How do I do this?

 

⭐️⭐️⭐️⭐️⭐️
Bhushan Killekar
This particular course makes me understand more deeply into stock market, it’s risk and pricing methodology. It also helps me determine my own investment in stock market.

 

⭐️⭐️⭐️⭐️⭐️
Sameer Natekar
Good, Informative, Clear in concepts

 

⭐️⭐️⭐️⭐️⭐️
Mark Randolph
Excellent presentation skills by the instructor; good pace, articulate financial language.

 

⭐️⭐️
Eric Narciso
Its good, but Ive been stuck for 2 weeks after the quiz and the instructors are unwilling to help. “thats how you learn” but Im not. I cant even get them to tell me which lessons I can find solutions in. I get it, they want you to figure it out. But after a certain point, its just a waste of time and I cant complete the course.

 

⭐️⭐️⭐️⭐️⭐️
Phung Chung
Yes, it show me how to do, if I have no time, I earn the direction to find, but I still need more information.

 

⭐️⭐️⭐️⭐️⭐️
Gregory Hunt
Well explained and interesting

 

⭐️⭐️⭐️⭐️⭐️
Khaled Alghamedi
it is great. clear explanation, easy to understand.

 

⭐️⭐️⭐️⭐️⭐️
Thobelani Thembani
A very good match, clearly explained for better understanding. Most concepts were clear, understandable though a bit of math background was required.

 

⭐️⭐️⭐️⭐️
Nancy Lobo
too difficult to understand

 

⭐️⭐️⭐️⭐️
Sirajus Salekin
lecture delivery is properly understandable and clear.

 

⭐️⭐️⭐️⭐️
Akash Saroj
didn’t explain short squeeze.

 

⭐️⭐️⭐️⭐️⭐️
Jake Madden
Great overall course

 

⭐️⭐️⭐️⭐️⭐️
Vaishnavi Jadhav
Amazing course. Very helpful.

 

⭐️⭐️⭐️
Rishi Jethwa
can be explained in different and a more compatible way

 

⭐️⭐️⭐️
Shreya Karpe
this is just a basic

 

⭐️⭐️⭐️⭐️⭐️
Wade Greninger
This course is a great match for me. I’m learning quite a bit about measuring risk and returns of stocks. While I’ve been using these tools in my own investing, I’ve been merely using them without understanding how they are calculated and what they really mean. The presentation of the information is excellent. It’s not too fast and not too slow. The teacher really knows what he is talking about and it shows in his ability to relay that information to the viewer.

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
Nice couse, get the good knowledge.

 

⭐️⭐️⭐️⭐️⭐️
Himank Kapoor
1) Given clarity on the concept.
2) Wonderfully summarised
3) Wonderfully organised course
4) Provide various insight of investment and portfolio management

 

⭐️⭐️⭐️⭐️
Padmanav Mishra
So far it’s good to watch the video.

 

⭐️⭐️⭐️⭐️⭐️
Juan
i like the modality of the course, i can take it at my own pace, the information is clear.

 

⭐️⭐️⭐️⭐️
Ahsan
This course helps improve my concepts

 

⭐️⭐️⭐️⭐️⭐️
Aldo Rafael Sartorius Castellanos
Great course, the topics are very well explained and covered, the instructor answers all questions.
The entire course has a practical approach with real financial data.

 

⭐️⭐️⭐️⭐️⭐️
Anonymized User
This is really a great course!

 

⭐️⭐️⭐️⭐️
Prerna Gupta
from where did i get the certificate

 

⭐️⭐️⭐️⭐️
Ankit kumar Singh
nice course but its very slow but informative

 

⭐️⭐️⭐️⭐️
Aniket Mendule
Great Experience,practical training

 

⭐️⭐️⭐️⭐️⭐️
Krishna Eydat
I am enjoying these lectures. Thank you.

 

⭐️⭐️⭐️⭐️⭐️
Askhat S
Excellent Course!
Suitable as for beginners so for practitioners!

 

⭐️⭐️⭐️⭐️⭐️
Mohamed Abdillahi
The course is valualbe

 

⭐️⭐️⭐️⭐️
Anonymized User
Right now it seems to be nice lets take it a move on to experience more about this course .

 

⭐️⭐️⭐️⭐️
Ankit Rawat
the course content is precise and easy to understand

 

⭐️⭐️⭐️
Rosemary Palm
the course was good and very helpful. But i wish the lecturer can relax a little bit on the complex topics and formulas expecially

 

⭐️⭐️⭐️⭐️⭐️
Saloni Sakdasariya
i got to learn many things which were new to me

 

⭐️⭐️⭐️⭐️⭐️
Aditya Arora
Absolutely excellent. The structure of this course might seem to be frustrating because of all those big quiz and assignments but these elements have totally helped me in retaining most of the stuff. It might have took me over 16 hrs to complete this 6 hour course but it was the time well-devoted. All the topics were broke down and taught with great explanations.

 

⭐️⭐️⭐️⭐️⭐️
Namrita Singh Ahluwalia
A detail oriented course with impeccable explanatory skills of the narrator, practical approach and exemplary presentations.

 

⭐️⭐️⭐️⭐️⭐️
Ajay Apandkar
It was really good as the course helped me to understand how calculate and choose a stock

 

⭐️⭐️
Pratik Jain
Not clear proper concepts

 

⭐️⭐️⭐️⭐️⭐️
Vishal
New practical world learning through this course, and it enhances my skills on portfolio topic.

 

⭐️⭐️⭐️⭐️
Anonymized User
wonderfully explained

 

⭐️⭐️⭐️⭐️
Arabinda Bhattacharjee
It was really fun and good. I learned a lot of tips and tricks regarding try to identify the treasure troves of financial information like yahoo finance, cnn market info, cnbc portfolios. These are great places to delve into to learn a lot more

 

⭐️⭐️⭐️⭐️
Daksh Gajjar
The course is highly preferable if someone is interesting in Financial Markets / Stock Markets. All the assignments are useful also in real world.

 

⭐️⭐️⭐️
Deepesh Gupta
Please don’t keep such a loud Music when the video start, it’s very irritating.

 

⭐️⭐️⭐️⭐️
Faisal Ali
Very good course. The instructor tries to make the content as enjoyable as possible. However, more elaboration and focus required on understanding the meaning of the taught concepts and not just focus on calculating those numbers.

 

⭐️⭐️⭐️⭐️⭐️
MANISH KUMAR
This course is really a hidden gems. It provides you a great practical knowledge and make you able of analysing the financial problems and its solutions. This is AMAZING !

 

⭐️⭐️⭐️⭐️⭐️
Armiya
This was amazing! In class, we are some what crammed with information, so we miss these important pieces of information that is detrimental to our learnings for courses that we have actually taken for school and for our real world professional growth. It is important to understand the relationships between value, risk, and expected return. I think this will help me in interviews and in my own professional career when managing portfolios. Absolutely amazing! Broken down in simpler terms and key factors that one must remember in their own professional life to be the best analyst.

 

⭐️⭐️⭐️⭐️
Reshma Unni Krishnan
Course delivers more than the expectation. I would recomend this course to the following herds.
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
yes till now it has been a great learning experience.

 

⭐️⭐️⭐️⭐️
Prem Chandwani
Yes this course was a good match for me and it helped me gain some useful knowledge which now I will be apply in real world.

 

⭐️⭐️⭐️⭐️
Nivin Mascreen
Its good course to brush up your basics in fundamentals of investment and yes it great value addition for finance professionals

 

⭐️⭐️⭐️⭐️⭐️
Sreevenkatavenubabu M
I very Impressed with the way Lesson occupied theory as well as quiz also

 

⭐️⭐️⭐️⭐️⭐️
Marco Forasassi
I am very satisfied. If you could please go over the theoretical matrix algebra before applying the formula would be much appreciated as it is something that not everyone does in school. IS there a formula to optimize the return whilst minimize the risk at the same time?

 

⭐️⭐️⭐️
Jean-Marc FERRET
Well explained but too much time spent on basics

 

⭐️⭐️⭐️⭐️
Adi Bighnesh Mishra
it was awesome and tiring.

 

⭐️⭐️⭐️⭐️⭐️
Anurag Sen
It was amazing experience

 

⭐️⭐️⭐️⭐️⭐️
Wouter Kellerman
It is going well so far!

 

⭐️⭐️⭐️⭐️⭐️
Norah Mohammed Alajlan
This course is very impressive. take me to a high level of understanding the stocks world. it’s very worthy to have it in my background to take me to next level in my career.

 

⭐️⭐️⭐️⭐️
ABHISHEK PAL
It was a good match for me and my concept about stocks are clearer now.

 

⭐️⭐️⭐️⭐️⭐️
Vito Carrescia
A very well done course, ideal for everyone who wants to learn about financial analysis

 

⭐️⭐️⭐️⭐️⭐️
Pavankumar Javali
Easy to understand and has very simple examples to make the learning experience even more productive ..

 

⭐️⭐️⭐️⭐️⭐️
Suman S B
The course was really good. I learnt a lot. Things which weren’t taught in college was taught here and I am sure this will help me in my college exams. One of the best decisions to have chosen this course. The course facilitator was clear and I could understand things with ease. Thank you so much.

 

⭐️⭐️⭐️⭐️⭐️
Nathan Mayers
I have a Bachelors in accounting and finance and studied a module with the same name as this course. There is so much more information and useful resources provided on this course and I didn’t pay £9000 per year to study. Thank you

 

⭐️⭐️⭐️⭐️
Luis Sánchez Rodríguez
Muy interesante e instructivo

 

⭐️⭐️⭐️⭐️
Neal
I found some errors on the answer, 392.92 & 395.91(the answer of another version) but overall it’s great! Good clarification on the trade options.

 

⭐️⭐️⭐️⭐️⭐️
Dawodu Oladimeji
The videos were very clear and easy to comprehend. What i like most about this course is how real live examples were applied. This made it more realistic.

 

⭐️⭐️⭐️⭐️⭐️
Parveen Singh
Yes it is Amazing for me, as i expected. I’m learning new things and it will be very helpful to me for career.
Thank you. 🙂

 

⭐️⭐️⭐️⭐️⭐️
Steven Blake
Good match. Having gotten my MBA in finance from a top 15 school, I feel this will be of value to my personal portfolio.

 

⭐️⭐️⭐️⭐️⭐️
Nikita Singh
The course is very informative. The use of real-world examples makes the course very practical and different from the theory that we are taught in school.

 

⭐️⭐️⭐️⭐️⭐️
Akshata Pandey
Loved learning so much about stocks! Thank you!

 

⭐️⭐️⭐️⭐️⭐️
Alexis Olvera Monroy
Es de los mejores cursos para manejar portafolios. La sencillez con la que lleva de la mano cada video hace que el entendimiento sea del 100%. Apenas voy a la mitad pero cada vez me siento más seguro para poder evaluar mi portafolio.

 

⭐️⭐️⭐️⭐️⭐️
Phumela
The explanation is simplified and easy to understand.

 

⭐️⭐️⭐️⭐️⭐️
Sereyvuth Nong
Fervent explains every step clearly with examples. He makes things easy to understand. The quizzes and assignments helped me to improve my understanding.

 

⭐️⭐️⭐️⭐️⭐️
Govindam Kabra
I am very amazed as to how easily I am able to understand it because the course presents all the concepts in easy way that can be understood by anyone.

 

⭐️⭐️⭐️⭐️⭐️
Vinit Kumar
Best course in terms of understanding stock. I being a started and not prior knowledge on this topic find so much helpful.

 

⭐️⭐️⭐️
Shubham Shahi
If the tutor would be an Indian i might have better understand the concepts..

 

⭐️⭐️⭐️⭐️
Mona Singh
The speech is clear. Easy to understand. Quiz and assignments are helpful. This course helped me to understand the working in Excel Sheets. It’s really helpful.

 

⭐️⭐️⭐️⭐️
Cristina Dumitrache
very clear explaination

 

⭐️⭐️⭐️⭐️⭐️
Mr.Gajendra Auodichya
This course really helped me understanding the risk analysis and helped understanding various concepts in return on investment.

 

⭐️⭐️⭐️⭐️⭐️
Tarun Bhandari
Thankyou sir 🙏
Very Easy approach, help me to understand precisely.

 

⭐️⭐️⭐️⭐️
Ferdinando Loggia
Yes, I think it wil be a good course

 

⭐️⭐️⭐️⭐️⭐️
Carter Hutcherson
I had taken a portfolio management class in my fourth year of university and used this course as a means of studying for my final exam. All the concepts were presented very clearly and each step of excel was presented in a comprehendible way for beginners not only investing, but also excel. Great starter course for learning to invest. However, my biggest learning experience is that it is very easy to beat the market on a single stock basis, but it is even more difficult to beat the market on a portfolio basis. Don’t ignore these market ETFs, make them a part of your portfolio. Diversification is great, however, if you’re not confident your portfolio will beat the markets return then don’t think investing in that S&P500 ETF is a bad thing, most hedge fund managers I know aren’t using any breakthrough methods of investing.

 

⭐️⭐️⭐️
Qusai
i really enjoyed the course

 

⭐️⭐️⭐️⭐️⭐️
Jamesbcardona@Outlook.Com
Easy to follow and easy to understand. Clear and concise.

 

⭐️⭐️⭐️⭐️
Boney Cheriyan
the first module has introduced to some wonderful concepts about investment. I hope to learn in detail in the subsequent modules

 

⭐️⭐️⭐️⭐️⭐️
Robert Wallace
It’s reintroducing me to concepts I’ve not practiced in years. If it continues at this rate I feel confident entering a new career previously closed off to me.

 

⭐️⭐️⭐️⭐️⭐️
Ly Nhat Minh
In overall, the course provided a good overview of some of the most basic and frequently used approaches in portfolio theory. The instructor’s explanations are clear and straight, but lacks a bit of humor so, depending on the listeners, the course may be a little bit too overwhelmed. In addition, the course features some rigorous equations which could take those who are not well-versed in basic calculus and algebra by surprise. In addition, the course proceeded on the basic that learners are somewhat familiar with basic finance terms, so prospect students should seriously consider this fact before choosing to enroll. It’s important to note that the quizzes and the assignments are very well-designed, providing students a chance to put the new equations and theories into practice. This course is undoubtedly a recommended basic course for those who are looking to step into the world of finance or investing.

 

⭐️⭐️⭐️⭐️
Ibukunoluwa Omodara
It is explanatory enough

 

⭐️⭐️⭐️⭐️⭐️
Mikhail Karpiuk
Essential content for anyone interested in investing. Very practical and to the point. Really enjoying it!

 

⭐️⭐️⭐️⭐️⭐️
Porselvi Rethinasamy
Nice explanations and lectures. Great learning. Thanks for your efforts to teach the concepts clear.

 

⭐️⭐️⭐️⭐️
Laxmikanth
they do explain in detail about the topics and make us understand thoroughly. The quizzes also help to a greater extent

 

⭐️⭐️⭐️⭐️⭐️
JUAN ROSA
This course is by far the best Finance course out there that explain in details the math behind many financial tools use the the field.

 

⭐️⭐️⭐️⭐️⭐️
Catherine Allan
It is so clearly explained at the right pace with good examples – really built my confidence!

 

⭐️⭐️⭐️⭐️
Flavia Alves
I had no idea how to analyse the risks of investing and now I know. I feel that I am prepared to start investing!!
Thank you.

 

⭐️⭐️⭐️⭐️⭐️
Amit Dabur
learning practical aspects of finance

 

⭐️⭐️⭐️⭐️⭐️
Bethel Amadi
A great way of teaching students…Great lectures.

 

⭐️⭐️⭐️⭐️
Akanksha Hindi
it is good but the formulas are pretty confusing

 

⭐️⭐️⭐️⭐️
Charles NDIFON NCHAMCHAM
the course provides quality and strong knowledge on price, risk and return concepts

 

⭐️⭐️⭐️⭐️⭐️
Henk Venter
This was a phenomenal course! Very well put together, and great explanation of very technical concepts. Excellent!

 

⭐️⭐️⭐️⭐️⭐️
Renier Alberts
Really a great course and would definitely recommend. All the course work are applied with real data and is great for yourself to learn our apply to your own stock or portfolio.

 

⭐️⭐️⭐️⭐️⭐️
Carlos Alberto
The best course on this topic I’ve seen here. Important math concepts clearly explained through examples. It teaches you the ideas behind choosing a good portfolio, all of them based on math, not guesses.

 

⭐️⭐️⭐️⭐️⭐️
Luke Swem Beba
This course is simply what I have been looking out for. It offers me the tenacity to now apply my previous knowledge of business diplomacy and financial management to bear on my professional career.

 

⭐️⭐️⭐️⭐️
Guillermo A Llano
It was great. It’s hard some parts when you don’t have the backgrund, but you can learn a lot. And practice, a lot of practice

 

⭐️⭐️⭐️⭐️⭐️
Minhaj Khan
Great intro, I will definitely refer back to the tutorials in the future. Thanks for this.

 

⭐️⭐️⭐️⭐️⭐️
Parth Hemant Dave
Amazing course to get an insight on minimizing and calculating stocks returns.

 

⭐️⭐️⭐️⭐️
Hyemin Kim
I have finished my course and it says 55/56 and cannot be moved on to next step

 

⭐️⭐️⭐️
Sebastian Obando
It is really simple, I was looking for something more advanced !

 

⭐️⭐️⭐️⭐️
Pretty Tsokedi
yes it was very educating and informative!

 

⭐️⭐️⭐️⭐️⭐️
Mostafa Abdelaziz
Really amazing because he explains and practices every aspect of Excel.

 

⭐️⭐️⭐️⭐️⭐️
Ray Shah
Everything explained with awesome clarity. Well designed course.

 

⭐️⭐️⭐️⭐️
Seatla BM Molatole
Well structured and applicable

 

⭐️⭐️⭐️⭐️⭐️
Sanjeeta Malakar
i understood the all the concepts very clearly.

 

⭐️⭐️⭐️⭐️⭐️
Igor Kostov
You can learn a lot about investment analysis throughout this course and be able to to use this knowledge through real life. And the best part are the assignments where you can make you own analysis with real life examples.

 

⭐️⭐️⭐️⭐️⭐️
Brice Sery
Brilliant! Easy to follow!

 

⭐️⭐️⭐️⭐️⭐️
Alex Tong
This is a good course for anyone considering to understand the mechanics of Stocks returns or Portfolio management..

 

⭐️⭐️⭐️⭐️⭐️
Ronald Rosario
Excellent course, I’m a finance major and it’s really helping with my understanding of investment analysis. I wish my professor explained it this well.

 

⭐️⭐️⭐️⭐️⭐️
Ivana Bunjevacki
A great course! It contains everything that is needed- from the very beginning to the most complex aspects of the topic, but everything is explained in a simple, absolutely clear and easy-to-understand way. I had previous knowledge on the topic before taking the course, but it’s also suitable for beginners, since the instructor takes you step-by-step through all otherwise complex formulas which he makes easy to understand by applying sheer logical reasoning. The course abounds in practical, real-life examples and exercises which I strongly recommend doing in order to get the hang of the skills taught in each section. Additionally, Vash is very responsive to students’ questions and always willing to help.

 

⭐️⭐️⭐️⭐️⭐️
Alexey Agaltsov
This course is an introduction to portfolio management. Students will learn how to estimate the expected returns and risks of assets based on historical data and forecasts using some classical models, and then assemble a diversified portfolio. The authors of the course outline the basic steps of the portfolio management “pipeline” and give references which facilitate further familiarisation with the subject.

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
100% understandable!

 

⭐️⭐️⭐️⭐️⭐️
Shannon Jefferson
I really enjoyed this course. I enjoyed learning the math behind the formulas. (The mathematical formulas are broken down through proofs, so that one can see the logic behind them. Using this method, I was better able to understand their uses.) And I really improved my Excel/Google Spreadsheet abilities.

 

⭐️⭐️⭐️⭐️⭐️
Bohdan Tashak
This course is probebly the best ivestment portfolio and risk analysis course I have taken thus far. Props to the instorctur for providing such a great product.

 

⭐️⭐️⭐️⭐️⭐️
Kaushik Punyamurthula
Good explanation
Simple and Easy

 

⭐️⭐️⭐️⭐️
haefa s
I lose my attention because there are no pictures

 

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.