Courses
Build your understanding.
Then put it into practice.
Start with Finance Foundations to explore value, risk and markets. Continue with Investment Foundations to develop your investment approach.
0.08% in Jan 2022 → 5.33% in Aug 2023
Source: Federal Reserve Board, H.15. Historical data.
Start here
Finance Foundations
Learn how value, risk, markets and portfolios connect.
Explore financial relationships through guided examples and interactive models.
What you’ll learn
- Read financial relationships
- Value cash flows and securities
- Understand risk and portfolio construction
40
Hours
9
Modules
46
Lessons
Explore Finance Foundations
Illustration · no deposits, withdrawals, fees or taxes.
Investment Foundations
Develop an investment approach you can explain.
Work through goals, investment research, portfolio choices and operating rules.
What you’ll learn
- Define your goals and limits
- Evaluate evidence for an investment approach
- Build, review and revise a portfolio plan
10
Hours
13
Missions
10
Depth labs
Open Portfolio Builder
Ready to apply what you know?
Studio is open without completing a course. Your saved course decisions stay in Your plan.