Wharton Business and Financial Modeling Capstone
€0, aangeboden door Coursera
About this course: In this Capstone you will recommend a business strategy based on a data model you’ve constructed. Using a dataset designed by Wharton Research Data Services (WRDS), you will implement quantitative models in spreadsheets to identify the best opportunities for success and minimizing risk. Using your newly acquired decision-making skills, you will structure a decision and present this course of action in a professional quality PowerPoint presentation which includes both data and data analysis from your quantitative models. Wharton Research Data Services (WRDS) is the leading data research platform and business intelligence tool for over 30,000 corporate, academic, government and nonprofit clients in 33 countries. WRDS provides the user with one location to access over 200 terabytes of data across multiple disciplines including Accounting, Banking, Economics, ESG, Finance, Insurance, Marketing, and Statistics.
Created by:Â Â Â University of Pennsylvania
Taught by:Â Â Â Â Richard Lambert, Professor of Accounting
Accounting- Wharton School
Taught by:Â Â Â Â Robert W. Holthausen, Professor
Accounting
Taught by:Â Â Â Â Don Huesman, Managing Director, Wharton Online
Innovation Group- Wharton School
Taught by:Â Â Â Â Richard Waterman, Professor of Statistics
Statistics-Wharton School
Basic Info
Course 5 of 5 in the Business and Financial Modeling Specialization.
Language
English
How To Pass
Pass all graded assignments to complete the course.
User Ratings
5.0 stars
Average User Rating 5.0
Course 5 of Specialization
Build Business and Financial Models. Use spreadsheet models to make data-driven financial decisions
Business and Financial Modeling
University of Pennsylvania
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Coursework
Each course is like an interactive textbook, featuring pre-recorded videos, quizzes and projects.
Help from your peers
Connect with thousands of other learners and debate ideas, discuss course material, and get help mastering concepts.
Certificates
Earn official recognition for your work, and share your success with friends, colleagues, and employers.
About University of Pennsylvania
The University of Pennsylvania (commonly referred to as Penn) is a private university, located in Philadelphia, Pennsylvania, United States. A member of the Ivy League, Penn is the fourth-oldest institution of higher education in the United States, and considers itself to be the first university in the United States with both undergraduate and graduate studies.
Syllabus
WEEK 1
Getting Started
Welcome! This opening module was designed to give you an overview of the Business and Financial Modeling Capstone, in which you will be working with historical financial data to calculate individual returns and summary statistics on those returns. The project...Â
2 readings
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Graded: Project Scope Quiz
WEEK 2
Steps 1 and 2: Yahoo Finance
In this module, which correlates to Steps 1 and 2 in the Project Prompt, you'll be working with a historical data set to calculate performance data and to provide summary statistics on that data. These calculations will allow you to practice using Spreadsheets...Â
6 videos, 3 readings
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Graded: Daily Returns Quiz
WEEK 3
Step 3: Creating an optimal risky portfolio on the efficient frontier
In this module, you'll go beyond calculating simple returns to tackle the more advanced task of finding the minimum variance and "optimal risk portfolio" weights for a portfolio of selected securities (note, the "optimal risky portfolio" is also known as an "o...Â
7 videos, 3 readings
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Graded: The Minimum Variance and Optimal Risky Portfolio
WEEK 4
Step 4: Optional exercise using CAPM tables
The Capital Asset Pricing Model, or CAPM, is another tool used by investors to weigh the risks and rewards of potential investments. In this optional module covering Step 4 in the Project Prompt, you can use CAPM as a vehicle to further strengthen your financ...Â
3 videos, 2 readings, 1 reading
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WEEK 5
Step 5: Creating Your Asset Allocation & Final Presentation
In this final module you are asked to move beyond a stock-only portfolio to one utilizing more diversified assets and to prepare a short presentation summarizing your findings. As explained in Step 5 of the Project Prompt, you have $5 million to invest in the...Â
5 items
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Graded: Working with a Diversified Portfolio