Investing using Value, Growth, Momentum and Economics

Interactive Brokers via Coursera Specialization

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Provider

Coursera Specialization
Pricing

Paid Course
Languages

English
Certificate

Certificate Available
Duration & workload

12 weeks, 20 hours a week

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Overview

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This specialization provides a foundation in investment strategies, economic principles, and market dynamics. Designed for aspiring investors and finance professionals, it covers essential topics in growth investing, value investing, and momentum investing, while also providing critical knowledge of microeconomics, labor markets, real estate, and consumer behavior. Through these courses, you will develop a deep understanding of how to analyze and act on market trends and economic data to make informed investment decisions. The completion of this specialization is to reflect that the student has completed an education only based module through Coursera. This certificate is for personal use only, it is not to be used for professional promotion, purpose, or as a verification of investment competency. Interactive Brokers LLC has no affiliation with the certificate holder, and does not represent the completion as an endorsement or recommendation of any product, service or investment information or individual.

Syllabus

Course 1: Introduction to Growth Investing
Course 2: Introduction to Value Investing
Course 3: Introduction to Momentum Investing
Course 4: Sector Investing
Course 5: Basics Economics
Course 6: Construction and Real Estate (US)
Course 7: Monetary Measures, Economic Output and Corporate Profits
Course 8: Economics - Employment and the Labor Market (US)
Course 9: Business and Consumer Activity and Confidence (US)

Courses

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3 hours 51 minutes
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Our primer on economics will help you understand the theory and principles behind the workings of an economy. Microeconomics addresses issues such as how prices are set and marketplaces are organized. The topic also addresses the forces of supply and demand at the heart of an understanding of economics. Macroeconomics brings together the component pieces that help shape the output of an economy and that cause an economy to thrive. The completion of this specialization is to reflect that the student has completed an education only based module through Coursera. This certificate is for personal use only, it is not to be used for professional promotion, purpose, or as a verification of investment competency. Interactive Brokers LLC has no affiliation with the certificate holder, and does not represent the completion as an endorsement or recommendation of any product, service or investment information or individual.
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4 hours 3 minutes
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This course explores key economic indicators related to business and consumer activity in the United States. It focuses on understanding metrics like the Consumer Confidence Index (CCI), business sentiment surveys, and their impact on the broader economy. Through this course, participants will learn how these indicators influence market trends, economic policies, and investment strategies. Explore insights into how investors can use data on consumer and business confidence to predict market behavior and make informed trading decisions. To facilitate a comprehensive understanding of essential concepts discussed, this course includes a series of practical examples, quizzes and reading materials.
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5 hours 15 minutes
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Investors carefully watch real estate indicators, because the sector is labor intensive, interest rate sensitive and it requires significant capital and the coordination of many moving parts of the economy. The health of the many contributors to the real estate sector is likely a reflection of overall economic health. In this course, we'll explore many different indicators that track the real estate market and its many different aspects such as mortgage rate, mortgage applications, spending, prices, shovels in the ground, permitting and more. To facilitate a comprehensive understanding of essential concepts discussed, this course includes a series of practical examples, quizzes and reading materials.
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3 hours 18 minutes
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Labor market indicators are important for investors because they’re helpful in determining the incomes of consumers and corporations’ hiring appetites. Labor market strength drives consumer spending, productivity, and business investment, signaling potential levels of corporate revenue and earnings growth. The robustness of an economy is closely linked to its labor markets, the ease or difficulty in attaining work and the number of people working in it. This course explores a variety of labor market indicators that shed light on the composition of human work like participation, unemployment, employment and wages. To facilitate a comprehensive understanding of essential concepts discussed, this course includes a series of practical examples, quizzes and reading materials.
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7 hours 7 minutes
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This course provides a comprehensive overview of growth investing, a strategy focused on identifying companies expected to grow at above-average rates compared to their industry or the broader market. It outlines the characteristics and criteria that growth investors consider, such as historical earnings growth, profit margins, and competitive advantages. This course also discusses valuation metrics, including the PEG ratio and Price-to-Sales ratio, which help assess a company's worth relative to its growth potential. Furthermore, it highlights the factors influencing earnings growth, such as market trends and economic conditions, while also addressing the risks associated with growth investing. To facilitate a comprehensive understanding of essential concepts discussed, this course includes a series of practical examples, quizzes, reading materials and a project.
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5 hours 26 minutes
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This course offers an introduction to momentum investing, a strategy that focuses on identifying and capitalizing on assets trending in a particular direction. Participants will learn the core principles of momentum investing, including how to identify momentum in financial markets, build strategies based on momentum, and manage risk. Through practical insights and examples, the course aims to equip investors with the tools to understand and implement this popular investment approach.
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4 hours 37 minutes
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This course provides an in-depth introduction to value investing, a strategy focused on identifying undervalued stocks. Participants will explore key concepts, tools, and techniques necessary for analyzing companies and determining their true worth. Emphasizing a long-term perspective, the course prepares individuals to make informed investment decisions based on fundamental analysis. To facilitate a comprehensive understanding of essential concepts discussed, this course includes a series of practical examples, quizzes and reading materials.
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2 hours 51 minutes
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The amount of money and credit in economies, the growth of economies and the profitability of companies are important indicators of economic health. Money and credit help to drive economic activity. The rate of economic output shows the results of past economic activity while corporate profitability reflects the effectiveness of corporations. Taken together, these economic indicators help us determine where we’re going and where we are. In this course, we’ll learn about economic indicators that cover the central banking system, the government bond system, fiscal budgets, economic growth calculations and the importance of corporate profitability. Some of the indicators include the money supply, yield curve, gross domestic product and corporate profits. To facilitate a comprehensive understanding of essential concepts discussed, this course includes a series of practical examples, quizzes and reading materials.
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7 hours 48 minutes
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The Sector Investing course provides an in-depth exploration of how to allocate investments across various sectors of the economy. Investors will learn how to identify, analyze, and invest in different market sectors to diversify their portfolios and optimize returns. The course covers sector-specific performance drivers, key market trends, and how economic cycles impact sector performance. By the end of the course, students will have a solid understanding of how sector-based strategies can enhance their investment approach.e.g. This is primarily aimed at first- and second-year undergraduates interested in engineering or science, along with high school students and professionals with an interest in programming.