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Build practical skills in stock trading, portfolio tracking, investment analysis, and financial planning.
Learn how to evaluate markets, manage risk, use trading tools, and make informed investment decisions.
This Specialization is designed for learners who want to understand how investment decisions are made and executed across stock markets, mutual funds, portfolios, insurance products, and derivatives. You will learn how to analyze stocks using fundamental and technical methods, compare mutual fund categories, evaluate risk and return, and create portfolios aligned with financial goals.
The learning path also covers practical portfolio tracking, retirement planning, asset allocation, net worth assessment, cash flow analysis, and wealth management strategies. You will explore financial planning frameworks, insurance analysis, ULIPs, market indices, economic indicators, forwards, options, and hedging concepts.
By completing this Specialization, learners will be able to use trading and portfolio tools more effectively, interpret market trends, analyze investment products, manage financial risk, and make more confident decisions across investing, trading, and long-term wealth planning.
Syllabus
- Course 1: Financial Planning and Risk Management Essentials
- Course 2: Investment Analysis and Portfolio Tracking
- Course 3: Stock Market Analysis and Trading Tools
Courses
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Master stock investing, mutual fund analysis, portfolio management, and financial planning using MProfit. Learn how to evaluate investments, track portfolio performance, and build long-term wealth with confidence. This comprehensive course combines equity valuation, mutual fund investing, technical analysis, portfolio reporting, retirement planning, and wealth management into one practical learning experience. You will learn how to analyze stocks using fundamental and technical analysis, compare mutual fund categories, evaluate risk and return, and create diversified portfolios aligned with financial goals. The course also provides hands-on guidance on using MProfit to manage investments, import transactions, generate reports, track realized and unrealized gains, and evaluate portfolio performance. Additionally, you will develop essential financial planning skills including retirement planning, risk management, asset allocation, net worth assessment, cash flow analysis, and wealth preservation strategies. Whether you are a beginner investor, finance student, financial advisor, or wealth management professional, this course will equip you with practical investment management skills to make informed financial decisions and build long-term financial success.
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Master financial planning, asset valuation, insurance analysis, and derivatives trading in one practical course. Learn how investors and financial professionals build wealth, manage risk, evaluate insurance products, and apply derivatives for portfolio protection. This comprehensive course provides a structured approach to financial planning and investment decision-making. You will begin by understanding physical asset classes, financial planning frameworks, retirement planning, risk management, and portfolio construction. The course then explores insurance products and Unit Linked Insurance Plans (ULIPs), helping you compare providers, evaluate policy structures, and select suitable solutions for different financial objectives. You will also learn the fundamentals of financial markets, stock exchanges, market indices, and economic indicators that influence investment decisions. Finally, the course introduces derivatives, including forwards and options, and demonstrates how these instruments can be used for valuation, hedging, risk reduction, and portfolio management. By the end of the course, you will be able to evaluate asset classes, construct financial plans, analyze insurance products, understand derivatives markets, and make more informed financial and investment decisions.
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Master stock trading with powerful technical analysis tools and strategies. Learn how to read charts, identify trends, and make smarter trading decisions. This course is designed to help beginners and aspiring traders build a strong foundation in technical analysis. You will learn how to interpret candlestick charts, analyze volume, and identify market trends using practical tools. Through a structured approach, you will explore moving averages, RSI, ATR, and Parabolic SAR to understand momentum, volatility, and trend reversals. The course emphasizes real-world application using trading software, helping you connect theory with practice. By the end of this course, you will be able to analyze stock movements, identify trading opportunities, and make informed decisions with confidence. Whether you are new to trading or looking to improve your skills, this course provides a clear and practical path to mastering technical analysis.
Taught by
EDUCBA