Is this course really 100% online? Do I need to attend any classes in person?

This course is completely online, so there’s no need to show up to a classroom in person. You can access your lectures, readings and assignments anytime and anywhere via the web or your mobile device.

Can I just enroll in a single course?

Yes! To get started, click the course card that interests you and enroll. You can enroll and complete the course to earn a shareable certificate. When you subscribe to a course that is part of a Specialization, you’re automatically subscribed to the full Specialization. Visit your learner dashboard to track your progress.

Is financial aid available?

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Can I take the course for free?

No, you cannot take this course for free. When you enroll in the course, you get access to all of the courses in the Specialization, and you earn a certificate when you complete the work. If you cannot afford the fee, you can apply for financial aid.

Investing using Value, Growth, Momentum and Economics Specialization

Investment Strategies and Economic Insights. Learn to Evaluate Stocks, Understand Economic Indicators and Investment Strategies

Instructors: Mary MacNamara

Included with Coursera Plus

Learn more

9 course series

Get in-depth knowledge of a subject

4.7

(18 reviews)

Beginner level

Recommended experience

3 months at 20 hours a week

Flexible schedule

Earn a career credential

Share your expertise with employers

9 course series

Get in-depth knowledge of a subject

4.7

(18 reviews)

Beginner level

Recommended experience

3 months at 20 hours a week

Flexible schedule

Earn a career credential

Share your expertise with employers

What you'll learn

Learn how to identify potential growth stocks, evaluate undervalued assets, and capitalize on market trends using momentum principles.
Understand microeconomic principles, market structures, and labor market dynamics to assess how macroeconomic trends impact opportunities.
Explore the construction and real estate sectors, learning how to view sector-specific factors and trends in the context of economic movements.
Interpret consumer activity and confidence data, alongside market statistics, to view economic conditions that influence investment markets.

Overview

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.

What’s included

Shareable certificate

Add to your LinkedIn profile

Taught in English

16 practice exercises

Advance your subject-matter expertise

Learn in-demand skills from university and industry experts
Master a subject or tool with hands-on projects
Develop a deep understanding of key concepts
Earn a career certificate from Interactive Brokers

Specialization - 9 course series

Introduction to Growth Investing

Course 17 hoursView course

What you'll learn

Identify Key Characteristics of Growth Stocks
Analyze Valuation Ratios
Evaluate Influencing Factors on Earnings Growth

Skills you'll gain

Profit and Loss (P&L) Management, Business Metrics, Market Dynamics, Business Valuation, Investments, Competitive Analysis, Financial Forecasting, Growth Strategies, Market Trend, Risk Analysis, and Financial Analysis

Introduction to Value Investing

Course 24 hoursView course

What you'll learn

Understand the principles of value investing and its historical context.
Analyze financial statements to assess company performance and valuation.
Identify key metrics and ratios used to evaluate potential investments.

Skills you'll gain

Financial Analysis, Business Valuation, Investments, Business Metrics, Income Statement, Key Performance Indicators (KPIs), Financial Acumen, Investment Management, Competitive Analysis, Portfolio Management, Risk Analysis, Financial Statement Analysis, Annual Reports, Business Research, and Balance Sheet

Introduction to Momentum Investing

Course 35 hoursView course

What you'll learn

Analyze key indicators and metrics that signal momentum in the market.
Assess the risks associated with momentum investing and implement effective risk management techniques.

Skills you'll gain

Risk Management, Trend Analysis, Technical Analysis, Market Trend, Equities, Financial Trading, Investments, Portfolio Management, Market Data, and Investment Management

Sector Investing

Course 47 hoursView course

What you'll learn

Knowledge of factors that influence the performance of various sectors, such as economic cycles, technological innovation, and market conditions.
Apply different strategies for sector investing, including sector rotation, thematic investing, and selecting sector ETFs or individual stocks.

Skills you'll gain

Portfolio Management, Investments, Risk Management, Market Dynamics, Equities, Performance Analysis, Securities Trading, Market Analysis, Business Economics, Stock Rotation, and Market Trend

Basics Economics

Course 53 hours4.8 (18 ratings)View course

What you'll learn

Gain an understanding of fundamental microeconomic concepts including scarcity, opportunity cost, and economic models.
Understand the differences between various market structures, such as perfect competition, monopolies, and oligopolies.

Skills you'll gain

Supply And Demand, Socioeconomics, Market Dynamics, Consumer Behaviour, Business Economics, and Economics

Construction and Real Estate (US)

Course 65 hoursView course

What you'll learn

Understand the fundamentals of the U.S. construction and real estate sectors.
Analyze the economic drivers impacting construction and real estate markets.
Evaluate investment opportunities within the real estate sector.

Skills you'll gain

Real Estate, Market Dynamics, Financial Analysis, Market Trend, Mortgage Loans, Market Analysis, Property and Real Estate, Market Data, Construction Accounting, Financial Acumen, Risk Management, Investment Management, Investments, Economics, and Return On Investment

Monetary Measures, Economic Output and Corporate Profits

Course 72 hoursView course

What you'll learn

Learn about various monetary metrics such as interest rates, money supply, and inflation, and their impact on economic output and corporate profits.
Understand how changes in GDP, consumer spending, and investment affect business profitability and stock market performance.
Examine the impact of inflation and deflation on corporate performance.

Skills you'll gain

Business Economics, Economics, Financial Policy, Market Dynamics, Supply And Demand, Forecasting, Financial Statements, Gross Profit, Economic Development, Fiscal Management, Corporate Finance, Banking, and Financial Market

Economics - Employment and the Labor Market (US)

Course 83 hoursView course

What you'll learn

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.

Skills you'll gain

Economics, Economic Development, Market Trend, Compensation Management, Forecasting, Supply And Demand, Market Data, Market Dynamics, and Financial Market

Business and Consumer Activity and Confidence (US)

Course 94 hoursView course

What you'll learn

Analyze the Impact of Consumer Confidence
Examine Business Sentiment and Activity
Interpret Economic Reports for Trading

Skills you'll gain

Economics, Business Economics, Financial Market, Investments, Financial Data, Forecasting, Consumer Behaviour, Financial Trading, Supply And Demand, Market Dynamics, Market Trend, and Market Intelligence