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Coursera

Asset Classes and Financial Markets

Corporate Finance Institute via Coursera

Overview

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Understanding the landscape that you work in is a foundational part of success. After all, how can you possibly give financial advisory services without knowing financial markets? As a financial planner or wealth management professional, you need to know financial markets and asset classes like the back of your hand. In this course, we give you an overview of financial markets – what they are, who they serve, and why a healthy one is so important for the global economy – and the three primary asset classes in them.

Syllabus

  • Introduction
  • Understanding Asset Classes
  • Cash and Cash Equivalents
  • Fixed Income Securities
  • Equity Securities
  • Conclusion
  • Qualified Assessment

Taught by

CFI (Corporate Finance Institute)

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