Investment Analysis Courses and Certifications

Investment Analysis and Performance Measurement

Master NPV, IRR, and payback analysis to build compelling investment cases, implement balanced performance metrics, and recognize financial blind spots that threaten business success.

• CodeSignal
• 1 hour
• Self-Paced
• Free Certificate

EDUCBA

Investment Analysis and Portfolio Tracking

Master stock investing, mutual fund analysis, and portfolio management using MProfit to evaluate investments, track performance, and build long-term wealth with confidence.

• Coursera
• 9 weeks, 2 hours a week
• Self-Paced
• Paid Course

Investment Analysis and Portfolio Management（投资分析与组合管理）

Master investment fundamentals through comprehensive analysis of portfolio theory, market efficiency, risk management, and quantitative methods using Excel for practical financial decision-making.

• XuetangX
• Self-Paced
• Free Online Course

Wolfram

Enhancing Hands-on Learning: Investment Analysis with Mathematica

Explore powerful financial data analytics using Mathematica's built-in functions and custom tools. Learn investment strategies through real-world examples and reproducible results.

• YouTube
• 29 minutes
• Self-Paced
• Free Video

AnalystPrep

Standard V - Investment Analysis, Recommendations, and Action - 2025 Level I CFA Exam Module 3

Master CFA Level I Standard V ethics: investment analysis diligence, client communication protocols, and proper record retention requirements for professional compliance.

• YouTube
• 43 minutes
• Self-Paced
• Free Video

Interactive Brokers

Sector Investing

Master sector-based investment strategies to diversify portfolios, analyze market trends, and optimize returns across different economic sectors through proven allocation techniques.

• Coursera
• 7 hours 48 minutes
• Self-Paced
• Paid Course

Board Infinity Career Certificate

Prepare for CFA Level 1 Exam: Master Core Finance Concepts

Master core finance concepts for the CFA Level 1 exam, covering fixed income, equity valuation, derivatives, alternative investments, and portfolio management with practical, exam-aligned content.

• Coursera
• 24 weeks, 5 hours/week
• Self-Paced
• Paid Course
• 5 courses

Board Infinity Career Certificate

Prepare for CFA Level 1: Investment & Financial Basics

Master CFA Level 1 essentials covering Ethics, Financial Reporting, Economics, Corporate Finance, and Quantitative Methods with exam-focused lessons and real-world problem-solving skills.

• Coursera
• Self-Paced
• Paid Course
• 5 courses

EDUCBA

Analyze Advanced Investment Topics and Valuation Models

Dive into advanced investment analysis through ethical frameworks, alternative investments, quantitative models, and valuation techniques for complex financial decision-making.

• Coursera
• 23 hours 12 minutes
• Self-Paced
• Paid Course

Series 66 Exam: Study Guide & Practice

Comprehensive preparation for Series 66 exam, covering investment analysis, regulations, and ethical practices through text lessons, videos, worksheets, and quizzes.

• Study.com
• 19 hours
• Self-Paced
• Paid Course

Prep Agent

Math for the Real Estate Exam

Master essential mathematical concepts and problem-solving techniques needed to confidently pass real estate licensing exams and launch your property career.

• YouTube
• 3 hours 51 minutes
• Self-Paced
• Free Video

Estimating the cost of equity

2 ratings at OpenLearn

This free course, Estimating the cost of equity, looks at how to estimate the cost of equity using the dividend valuation model (DVM) and the capital asset pricing model (CAPM), and how to evaluate...

• OpenLearn
• 9 hours
• Self-Paced
• Free Certificate

Investment Analysis & Portfolio Management - Core Finance

4106 ratings at Udemy

Financial Analysis Done Right - Rigorously Analyse Investments & Manage Portfolios using Excel® & Google Sheets

• Udemy
• 8 hours 1 minute
• Self-Paced
• Paid Course

Investments: Analysis and Management

Master investment fundamentals from risk-return analysis to portfolio theory, covering fixed income, equity analysis, derivatives, and financial planning strategies.

• Swayam
• 8 weeks
• Self-Paced
• Free Online Course

Starweaver

Valuation and Investment Analysis

Master DCF modeling, multiples analysis, and AI-enhanced financial modeling to value businesses and assess investment opportunities with Excel-based tools and real-world applications.

• Coursera
• 7 hours 42 minutes
• Self-Paced
• Paid Course