Finance 304

Security Analysis & Portfolio Management (105 Lessons)

Ch 1. Overview of Investment Basics
What is a Financial Investment? - Definition, Types & ExamplesLesson 1 – What is a Financial Investment? – Definition, Types & Examples Take Quiz
The History of Capital MarketsLesson 2 – The History of Capital Markets Take Quiz
Types of Financial Institutions: Definition, Examples & RolesLesson 3 – Types of Financial Institutions: Definition, Examples & Roles Take Quiz
Financial Markets & Goods MarketsLesson 4 – Financial Markets & Goods Markets Take Quiz
Financial Markets: Types & CharacteristicsLesson 5 – Financial Markets: Types & Characteristics Take Quiz
Securities Markets and Investment BankersLesson 6 – Securities Markets and Investment Bankers Take Quiz
Asset Classes: Definition & ExamplesLesson 7 – Asset Classes: Definition & Examples Take Quiz
Types of Financial Assets: Money, Stocks & BondsLesson 8 – Types of Financial Assets: Money, Stocks & Bonds Take Quiz
What is a Stock? - Definition, Types & ExamplesLesson 9 – What is a Stock? – Definition, Types & Examples Take Quiz
Bonds: Types, Characteristics and Issuing ProceduresLesson 10 – Bonds: Types, Characteristics and Issuing Procedures Take Quiz
Government Securities: Definition, Types & ExamplesLesson 11 – Government Securities: Definition, Types & Examples Take Quiz

Go to chapter 1 Overview of Investment Basics
Practice test: Overview of Investment Basics

Ch 2. History of Investment Regulation
The Great Depression: Timeline, Causes & ImpactLesson 1 – The Great Depression: Timeline, Causes & Impact Take Quiz
What was the Great Recession? - Timeline, Facts, Causes & EffectsLesson 2 – What was the Great Recession? – Timeline, Facts, Causes & Effects Take Quiz
The Securities & Exchange Commission: Definition, History & PurposeLesson 3 – The Securities & Exchange Commission: Definition, History & Purpose Take Quiz
Securities Act of 1933: Rule 144 & Section 11Lesson 4 – Securities Act of 1933: Rule 144 & Section 11 Take Quiz
Securities Act of 1933: Rule 144 & Section 11Lesson 5 – Financial Crises of the 20th & 21st Centuries Take Quiz
The Sarbanes-Oxley Act: Definition and ExplanationLesson 6 – The Sarbanes-Oxley Act: Definition and Explanation Take Quiz
Securities Fraud & Insider Trading: Definition, Regulations & PenaltyLesson 7 – Securities Fraud & Insider Trading: Definition, Regulations & Penalty Take Quiz
Antitrust Law: Definition, Types & OutlineLesson 8 – Antitrust Law: Definition, Types & Outline Take Quiz

Go to chapter 2 History of Investment Regulation
Practice test: History of Investment Regulation

Ch 3. Asset Valuation & Financial ReportingBest Score
The Balance Sheet: Purpose, Components & FormatLesson 1 – The Balance Sheet: Purpose, Components & Format Take Quiz
The Statement of Cash Flows: Purpose, Format & ExamplesLesson 2 – The Statement of Cash Flows: Purpose, Format & Examples Take Quiz
Preparing the Basic Income Statement and Statement of Retained EarningsLesson 3 – Preparing the Basic Income Statement and Statement of Retained Earnings Take Quiz
Expected & Unexpected Returns on Assets: Definition & ExamplesLesson 4 – Expected & Unexpected Returns on Assets: Definition & Examples Take Quiz
Net Present Value: Evaluating EstimatesLesson 5 – Net Present Value: Evaluating Estimates Take Quiz
Liquidity Ratio: Definition, Calculation & AnalysisLesson 6 – Liquidity Ratio: Definition, Calculation & Analysis Take Quiz
Net Present Value: Evaluating EstimatesLesson 7 – Estimating the Value of a Company Take Quiz
Net Present Value: Evaluating EstimatesLesson 8 – Calculate the Intrinsic Value of a Firm Take Quiz
Using Regression Analysis in BusinessLesson 9 – Using Regression Analysis in Business Take Quiz
The Purpose of Notes on Financial StatementsLesson 10 – The Purpose of Notes on Financial Statements Take Quiz
External Audits of Financial StatementsLesson 11 – External Audits of Financial Statements Take Quiz

Go to chapter 3 Asset Valuation & Financial Reporting
Practice test: Asset Valuation & Financial Reporting

Ch 4. Debt Securities & Security Analysis
Debt Securities: Definition & ExamplesLesson 1 – Debt Securities: Definition & Examples Take Quiz
Calculating Total Equity: Definition & FormulaLesson 2 – Calculating Total Equity: Definition & Formula Take Quiz
Fundamental Analysis: Definition & ExamplesLesson 3 – Fundamental Analysis: Definition & Examples Take Quiz
Fundamental Analysis: Definition & ExamplesLesson 4 – Fundamental vs. Technical Analysis Take Quiz
Options Basics: Stocks, Payoffs & Puts & CallsLesson 5 – Options Basics: Stocks, Payoffs & Puts & Calls Take Quiz
Fundamental Analysis: Definition & ExamplesLesson 6 – Stock Warrants vs. Stock Options Take Quiz
Fundamental Analysis: Definition & ExamplesLesson 7 – How Option Characteristics Affect Securities Prices Take Quiz
What Are Exempt Securities and Transactions? - Definition & TypesLesson 8 – What Are Exempt Securities and Transactions? – Definition & Types Take Quiz
Fundamental Analysis: Definition & ExamplesLesson 9 – 130/30 Ratio in Investing: Definition & Examples Take Quiz
Capital Asset Pricing Model (CAPM): Definition, Formula, Advantages & ExampleLesson 10 – Capital Asset Pricing Model (CAPM): Definition, Formula, Advantages & Example Take Quiz
The Dividend Growth ModelLesson 11 – The Dividend Growth Model Take Quiz
Fundamental Analysis: Definition & ExamplesLesson 12 – Discounted Cash Flow Analysis Take Quiz
How to Calculate Payoffs to Option PositionsLesson 13 – How to Calculate Payoffs to Option Positions Take Quiz
Fundamental Analysis: Definition & ExamplesLesson 14 – Models for Analyzing Security Returns Take Quiz

Go to chapter 4 Debt Securities & Security Analysis
Practice test: Debt Securities & Security Analysis

Ch 5. Stock Markets, Bonds & Mutual Funds
Investment Vehicles: Definition, Examples & CharacteristicsLesson 1 – Investment Vehicles: Definition, Examples & Characteristics Take Quiz
Investment Vehicles: Definition, Examples & CharacteristicsLesson 2 – Stock Market: Definition & Indices Take Quiz
What is a Mutual Fund? - Definition, Types, Advantages & ExamplesLesson 3 – What is a Mutual Fund? – Definition, Types, Advantages & Examples Take Quiz
Investment Opportunities in Mutual Funds and Exchange-Traded FundsLesson 4 – Investment Opportunities in Mutual Funds and Exchange-Traded Funds Take Quiz
Investment Vehicles: Definition, Examples & CharacteristicsLesson 5 – Growth vs. Balanced Mutual Funds Take Quiz
Understanding Retirement and Pension PlansLesson 6 – Understanding Retirement and Pension Plans Take Quiz
What Is a Hedge Fund? - Definition, Structure & ExamplesLesson 7 – What Is a Hedge Fund? – Definition, Structure & Examples Take Quiz
What Are Money Market Funds? - Definition, Types & ExamplesLesson 8 – What Are Money Market Funds? – Definition, Types & Examples Take Quiz
What are Corporate Bonds? - Definition & ExamplesLesson 9 – What are Corporate Bonds? – Definition & Examples Take Quiz
What Are Treasury Bonds? - Definition & RatesLesson 10 – What Are Treasury Bonds? – Definition & Rates Take Quiz
What Are Municipal Bonds? - Definition, Types & ExamplesLesson 11 – What Are Municipal Bonds? – Definition, Types & Examples Take Quiz
Moody's vs. Standard & Poor's Bond RatingsLesson 12 – Moody’s vs. Standard & Poor’s Bond Ratings Take Quiz
What Are Commodities? - Definition, Types & ExamplesLesson 13 – What Are Commodities? – Definition, Types & Examples Take Quiz
Investment Vehicles: Definition, Examples & CharacteristicsLesson 14 – Required Assignments Reminder

Go to chapter 5 Stock Markets, Bonds & Mutual Funds
Practice test: Stock Markets, Bonds & Mutual Funds

Ch 6. Derivative Markets, Options & Swaps
Derivative Markets: Types & CharacteristicsLesson 1 – Derivative Markets: Types & Characteristics Take Quiz
What is a Forward Contract? - Definition & ExamplesLesson 2 – What is a Forward Contract? – Definition & Examples Take Quiz
What are Futures Contracts? - Definition & ExamplesLesson 3 – What are Futures Contracts? – Definition & Examples Take Quiz
Fundamentals of Option ValuationLesson 4 – Fundamentals of Option Valuation Take Quiz
Derivative Markets: Types & CharacteristicsLesson 5 – Valuation of Futures Contracts Take Quiz
What Is an Option Contract? - Example & DefinitionLesson 6 – What Is an Option Contract? – Example & Definition Take Quiz
What is a Swap Contract? - Definition & ExamplesLesson 7 – What is a Swap Contract? – Definition & Examples Take Quiz
Derivative Markets: Types & CharacteristicsLesson 8 – Uses of Derivatives in Portfolio Management Take Quiz

Go to chapter 6 Derivative Markets, Options & Swaps
Practice test: Derivative Markets, Options & Swaps

Ch 7. Analyzing Portfolio Performance
Investment Portfolios: Development & AnalysisLesson 1 – Investment Portfolios: Development & Analysis Take Quiz
Investment Portfolios: Asset Allocation & DiversificationLesson 2 – Investment Portfolios: Asset Allocation & Diversification Take Quiz
Goals of Portfolio ManagementLesson 3 – Goals of Portfolio Management Take Quiz
Goals of Portfolio ManagementLesson 4 – Passive vs. Active Portfolio Management Take Quiz
Goals of Portfolio ManagementLesson 5 – Investment Styles in Portfolio Performance Management Take Quiz
Goals of Portfolio ManagementLesson 6 – How to Evaluate Stocks for Investment Take Quiz
Investment Analysis ToolsLesson 7 – Investment Analysis Tools Take Quiz
Goals of Portfolio ManagementLesson 8 – How to Calculate Current Yield: Definition, Formula & Graph Take Quiz
Determinants of Bond YieldsLesson 9 – Determinants of Bond Yields Take Quiz
Bonds: Understanding Investment PerformanceLesson 10 – Bonds: Understanding Investment Performance Take Quiz
How to Calculate Yield to Maturity: Definition, Equation & ExampleLesson 11 – How to Calculate Yield to Maturity: Definition, Equation & Example Take Quiz
Interest Rate Risk: Definition, Formula & ModelsLesson 12 – Interest Rate Risk: Definition, Formula & Models Take Quiz
Present and Future Value: Calculating the Time Value of MoneyLesson 13 – Present and Future Value: Calculating the Time Value of Money Take Quiz
Portfolio Weight, Return & Variance: Definition & ExamplesLesson 14 – Portfolio Weight, Return & Variance: Definition & Examples Take Quiz

Go to chapter 7 Analyzing Portfolio Performance
Practice test: Analyzing Portfolio Performance

Ch 8. Investment Portfolio Theory
Modern Portfolio Theory: Definition & ExamplesLesson 1 – Modern Portfolio Theory: Definition & Examples Take Quiz
Return on Investment: Definition, Formula & ExampleLesson 2 – Return on Investment: Definition, Formula & Example Take Quiz
Computing and Interpreting Return on AssetsLesson 3 – Computing and Interpreting Return on Assets Take Quiz
Investment Risks: Definition & TypesLesson 4 – Investment Risks: Definition & Types Take Quiz
Risk-Return Analysis: Definition & MethodsLesson 5 – Risk-Return Analysis: Definition & Methods Take Quiz
How to Calculate Risk Premium: Definition & FormulaLesson 6 – How to Calculate Risk Premium: Definition & Formula Take Quiz
Systematic & Unsystematic Risk: Definition & ExamplesLesson 7 – Systematic & Unsystematic Risk: Definition & Examples Take Quiz
Using the Systematic Risk Principle & Portfolio BetaLesson 8 – Using the Systematic Risk Principle & Portfolio Beta Take Quiz
How to Reduce Investment RisksLesson 9 – How to Reduce Investment Risks Take Quiz
Modern Portfolio Theory: Definition & ExamplesLesson 10 – Efficient Market Hypothesis: Definition & Implications Take Quiz
Modern Portfolio Theory: Definition & ExamplesLesson 11 – Five Principal Risk Measures in Risk Management Take Quiz
Modern Portfolio Theory: Definition & ExamplesLesson 12 – Predictive Analysis: Definition & Examples Take Quiz
The Security Market Line: Definition & UsesLesson 13 – The Security Market Line: Definition & Uses Take Quiz
Modern Portfolio Theory: Definition & ExamplesLesson 14 – Common Measures of Risk in Risk Management Take Quiz
Modern Portfolio Theory: Definition & ExamplesLesson 15 – International Investing Portfolio Strategy Take Quiz

Go to chapter 8 Investment Portfolio Theory
Practice test: Investment Portfolio Theory

Ch 9. The Investment Process
Trading Securities on the Stock ExchangeLesson 1 – Trading Securities on the Stock Exchange Take Quiz
Stocks: Understanding Investment PerformanceLesson 2 – Stocks: Understanding Investment Performance Take Quiz
Stock Transactions: Definition, Types & ExamplesLesson 3 – Stock Transactions: Definition, Types & Examples Take Quiz
What is Value Investing?Lesson 4 – What is Value Investing? Take Quiz
What is Value Investing?Lesson 5 – What is Growth Investing? Take Quiz
What is Value Investing?Lesson 6 – What is Momentum Investing? Take Quiz
Capital Market Efficiency & Price BehaviorLesson 7 – Capital Market Efficiency & Price Behavior Take Quiz
How to Calculate Earnings Per Share: Definition & FormulaLesson 8 – How to Calculate Earnings Per Share: Definition & Formula Take Quiz
What is Value Investing?Lesson 9 – Taxes on Investments: Types, Rates & Examples Take Quiz

Go to chapter 9 The Investment Process
Practice test: The Investment Process

Ch 10. Required Assignments for Finance 304
Security Analysis & Portfolio Management: Assignment 1 - Investment Strategy ProposalLesson 1 – Security Analysis & Portfolio Management: Assignment 1 – Investment Strategy Proposal

Go to chapter 10 Required Assignments for Finance 304