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.
Grounded in research, and backed by the math. No guesses.
Extensive practical application walkthroughs.
Apply what you learn immediately, all the time.
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.
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.
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)
Very informative and easy to follow.
I loved the course
It was very informative and it gave me a skill that I will be using for my further investments.
Isabella Alejandra Toral Paredes Paredes
Edgar Moises Trejo Herrera
The material is well-structured and there are a lot of practical exercises that use real-world data.
Erloo De La Cruz
Satya Dea Prawira
Mohaida Naif Almutairi
Imran Faiyaz (42288)
Roger Mukuna Jr
Using the real life data as example is really good approach and appealing.
But quality of material is pretty good, and I appreciate that there are practical tasks – pretty awesome.
Suresh Hinduja (32781)
Disha Malay Vaishnav
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.
The Content 100%
I hope there will be more lessons on how to assess risk across other types such as property, bonds, and businesses. Thanks
Alberto Velázquez Ríos
Yoga Ari Puji Husodo
Billi Sai Prem
Fabian P. Onunaku
– Made complex concepts simple
– Quiz and Assignments to reinforce learning
– Short in length to build the foundations
Naresh Babu E.M.
Anand Prakash Mishra
Thanks & regards
Guy de Pellegrino Farrugia
John and Jeri Shea
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.
2) Wonderfully summarised
3) Wonderfully organised course
4) Provide various insight of investment and portfolio management
Aldo Rafael Sartorius Castellanos
The entire course has a practical approach with real financial data.
Ankit kumar Singh
Suitable as for beginners so for practitioners!
Namrita Singh Ahluwalia
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.
Adi Bighnesh Mishra
Norah Mohammed Alajlan
Suman S B
Luis Sánchez Rodríguez
Thank you. 🙂
Alexis Olvera Monroy
Very Easy approach, help me to understand precisely.
Ly Nhat Minh
Charles NDIFON NCHAMCHAM
Luke Swem Beba
Guillermo A Llano
Parth Hemant Dave
Seatla BM Molatole
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.
Simple and Easy
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.
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?
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.