Finance, Investment and Business: Fundamentals and Concepts

A foundation course for career in Capital Market. Best Course on Personal Finance and Financial Products and Services

4.64 (233 reviews)
Udemy
platform
English
language
Investing & Trading
category
1,322
students
6 hours
content
Mar 2024
last update
$69.99
regular price

What you will learn

Personal Financial Management

The Fundamentals and Concepts of Finance and Investment to help you manage your Personal Finances in a better way.

The aspects like Inflation, Savings, Investment, Liquidity, Risk and Time Value of Money to help you take informed and balanced investment decisions.

Business concepts like Capital, Sources and Cost of Capital, Debt-Equity, Leverage, EBITDA and ROI to help you manage your business and personal investments.

The concept and types of Risk and how to analyse risk

The concept of Liquidity. Liquidity of personal assets and market liquidity and its implications

A conceptual understanding of the Time Value of Money

The pitfalls of Debt and how to prevent falling in a Debt Trap

The concept of how money grows into wealth

Understanding the difference between Simple and Compound interest and also between Stated Annual Rate and Effective Annual Rate

Some considerations for real life investment and classification of personal investment

Some examples of how money grows at different pace

Understanding Investment in bonds and concept of Par Value, Coupon rate, Market price and Yield rate

Understanding investment in Mutual Funds, ETFs and other investment avenues

Understanding investment in stock market

Practical example of investing in stock market

Significance of Risk and Diversification in investment

The financial concepts for entrepreneurs

Understand what is Capital and the source of capital

The significance of Debt and Equity

The concept of Cost of Capital in a business

The significance of Debt Equity Ratio or Leverage

The significance of turnover in any business

The concept of Profit, Earnings, EBIT and EBITDA and ROI

Description

The Genesis

It is quite common to see that people are efficient in their profession or business and earn adequately well but are not able to manage their finances in a prudent manner. This happens due to want of basic knowledge about finance, investment and the financial concepts related to business. Students who pursue  a career in Capital Markets or higher education find it difficult to understand financial management due to inadequate clarity on the fundamentals and basic concepts of finance.


The Void

This subject is generally NOT dealt with adequately at High School level. At university level, this subject becomes the privilege of students pursuing finance or commerce courses but students of other fields like Engineering, Medical, Arts and Humanities etc remain deprived of it for life unless they are fortunate to find a qualified instructor and a suitably structured course where they can grasp the fundamentals. There is a clear void in dissemination of this fundamental knowledge.


Intent of this Course.

In this course hosted by PRUDENCE Engineering and Financial Consultants, Col (Dr) Shabbar Shahid, an Army Veteran and a post graduate in Engineering and Finance with a Doctorate in management  gives a comprehensive overview of the finance concepts, various financial instruments, products and services and also the concepts of business in a very simple manner with apt examples. The speaker believes that a clear understanding of the basics is the key to advanced learning and professional success. This course will  also serve as a stepping stone for people intending to pursue a career  or profession in finance, business, capital markets or anyone interested in financial Literacy.

The intent is to impart conceptual knowledge which becomes the foundation for practical applications. This course will equip the learners with knowledge to make informed decisions for personal or organisational financial management.


Layout and Content

This course is divided into three sections.

Section 1 explains the concepts like Inflation, Savings, Investment, Risk, Liquidity, Time Value of Money etc. The conceptual difference between keeping ones money in a locker at home vis a vis savings account vis a vis investment in a business has been well explained. The meaning of Risk and Risk assessment has been explained with apt examples.

Section 2  is devoted to the Financial Products and Services which explains the concept that earning money and converting the earnings into wealth are two different things. The concept of interest and returns through various investment avenues like Bonds, Mutual Funds, ETFs, Stock market etc have been explained in a simple manner with practical examples.

Section 3 explains business related concepts like Forms of Business, Debt and Equity, Sources of Capital, Cost of Capital, Significance of Turnover, Profit, Earnings, Return on Investment etc.


Prospective learners

This course is ideal for Finance Professionals, Accountants, University undergraduates and home makers as also for professionals who are from non-finance field.

This course will be of immense benefit to you as a foundation course if you are a student pursuing courses like MBA, CA, CS, CMA, CFA, ACCA, CPA, CIMA etc. or if you want to pursue a career in Capital markets.

It will also be of immense benefit if you are a young entrepreneur who intends to venture into business or if you are interested to indulge in investment. Even homemakers who desires to understand the concepts of finance, investment and business in order to manage their personal finances in a better way will find this course useful.


End Result and Key Takeaways

On completing this course, you will find yourself equipped with the requisite financial knowledge for making informed decisions for personal or organisational financial management.

You will be able to participate in investment and business discussions and take logical decisions based on fundamental knowledge. Equipped with knowledge, you can provide services as a financial advisor to family and friends.

It is an educational course to enhance your knowledge. The instructor knows the subject well and speaks to the point without any glamour, frills or divergence thus, respecting the value of time.


Legal Disclaimer:

This course is purely for educational purposes. Investment  involves financial risk. Students taking this course are advised to exercise due diligence before making any investment in any asset. The instructor or any party related to this course or it's content will not be responsible for any kind of loss to anyone in anyway, due to this course.


Content

Introduction

Introduction
Purchasing power and its implication
Understanding Savings v/s Investment
Risk and Risk Analysis
Liquidity
Time Value of Money
The EMI Trap
Thank you note

Screenshots

Finance, Investment and Business: Fundamentals and Concepts - Screenshot_01Finance, Investment and Business: Fundamentals and Concepts - Screenshot_02Finance, Investment and Business: Fundamentals and Concepts - Screenshot_03Finance, Investment and Business: Fundamentals and Concepts - Screenshot_04

Reviews

Mohan
October 23, 2023
Though I had very little knowledge on basic finance, this course has strengthened my knowledge. The instructor explains the concepts in the most easy to understand way and using examples to demonstrate different aspects of finance is very nice. Anyone with no background in finance and wanting to learn basics, I would surely recommend this course. I would like to thank the instructor Col (Dr) Shabbar Sir for bringing this course. Thank you!!!
Priyanka
August 25, 2023
The stiffness in teaching and very very very very slow even in 2x speed. Few content were really for just kids not worth 499/- in Udemy.
Laxmn
July 20, 2023
a very good fundamental course to understand the essence of the must know basic concepts of Business and investment.
Monsieur
July 16, 2023
This course is a great introduction to the fundamental concepts of finance, investment and business. The instructor explains the topics clearly and provides relevant examples. I learned a lot about the basic concepts of finance, investment and business. The course is well-structured and engaging, and helps reinforce the learning outcomes. The instructor is also very prompt in responding to questions. I highly recommend this course to anyone who wants to gain a solid foundation in finance, investment and business.
Alcides
June 9, 2023
Fundamentals, Fundamentals. It is always great to be clear about the fundamentals before you build more advance knowledge. This course is perfect for that purpose. The instructor is great and clear on its explanations. A side note, it will be great to fix the numbers to show thousands and millions. An assistant failed on the task. If you are making the numbers (you should for your personal growth), this is almost irrelevant. Great explanation of key and at times, complex concept. Now, please be aware, it is for beginners. Thank you.
Faizaan
May 12, 2023
The given examples are very clear and assist to define the various terms. Illustrations and other graphics are also very helpful in order to comprehend certain ideas.
Fabio
April 13, 2023
Great Course for any person trying to learn the basic concepts of investments and to understand how those concepts are applied to stocks; it is very important because many people is trying to participate in the stock market without good knowledge of these things (including me); first rule of Warren Buffett is "Do Not Lose Money", so these concepts will help any person to avoid losing money.
Anfal
February 4, 2023
I really enjoy this course .Awesome content and great learning for the All manager . You will get idea how money grows and how to manage our financial activities both personal and professional life. Thank you .
Bhavana
January 18, 2023
If you are looking for basic concepts of finance this course is definitely for you. Thank you for giving us perfect knowledge and an urge to know more about it.
S.
June 9, 2022
each part was best , each concepts are explained very well .It was an most useful course . It have covered all . teaching was done in best way and it was very easy to understand
Munira
March 20, 2022
Amazing course. Cleared the concepts in a very lucid and easy to understand manner. I like the teaching style.
Farida
November 26, 2021
Nice course and clear explanations. I have watched the revised section III today and it is wonderful. Instructor should not have removed the old lessons of section III the new lessons could have been an addition. Even the old lessons were very good and full of knowledge
Shaikh
August 17, 2021
Beautifully explained the basics. I could never have known all this on my own. Thank. Today I watched the entire revised section III. it is better than the previous one. Very logical.
Kothari
July 23, 2021
Course is very understandable and useful for me. All contents of course are teaches very simple in language. In short, I like it overall.
Roselene
June 25, 2021
Good for non finance people and home makers. Logical and very important aspects of finance explained in a lucid manner. Excellent knowledge which should be included in Highschool and university curriculums.

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8/25/202230% OFF
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3627088
udemy ID
11/10/2020
course created date
11/15/2020
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