Course Summary
Meeting Investor's Goals is a course designed to help entrepreneurs and business owners understand the intricacies of fundraising and how to approach investors. The course covers best practices in pitching, negotiation, and due diligence.Key Learning Points
- Learn how to create a compelling pitch that will resonate with potential investors
- Discover the art of negotiation and how to get the best deal for your business
- Understand the due diligence process and how to prepare for investor scrutiny
Related Topics for further study
Learning Outcomes
- Create a compelling pitch that resonates with potential investors
- Negotiate effectively to get the best deal for your business
- Prepare for investor scrutiny and due diligence
Prerequisites or good to have knowledge before taking this course
- Basic understanding of business and entrepreneurship
- Access to a computer and internet connection
Course Difficulty Level
IntermediateCourse Format
- Online self-paced
- Video lectures
- Quizzes and assignments
Similar Courses
- Entrepreneurship in Emerging Economies
- Fundamentals of Financial Management
Related Education Paths
Notable People in This Field
- Entrepreneur and Investor
- Entrepreneur and Investor
Related Books
Description
In this course, you will dive into the concepts of rationality and irrationality and understand how they impact our investment decisions and what the consequences can be at the market level.
Outline
- General Introduction and Key Concepts
- Why you should choose this course
- An example: buying is easy, but when is it a good time to sell? - Buying
- An example: buying is easy, but when is it a good time to sell? - Holding
- An example: buying is easy, but when is it a good time to sell? - Selling
- The key things you need to know to define your investment profile - UBS guest speaker
- What you will learn in this Module
- Rational decision making
- Course syllabus
- Glossary
- Practice quiz on the relevant content of Course 1 (Understanding Financial Markets)
- Guess 2/3 of the average
- Graded quiz on the content of Week 1
- How Individuals Make Financial Decisions
- How our brain may misinterpret information
- The basic steps in investment
- Biases when choosing which assets to look at
- Biases when processing financial information
- Biases when rebalancing you portfolio
- Biases when evaluating performance
- Wrap up
- How our emotions impact our investment decisions
- Why we trade
- What can we learn from this?
- The role of media in financial markets
- Honesty and trust in investment decision making - Study design
- Honesty and trust in investment decision making - Study results
- Impact Investing - UBS guest speaker
- Are emotions always a bad thing in investing?
- Graded quiz on the content of Week 2
- Market Efficiency, Bubbles & Crises
- What you will learn in this Module
- Defining market efficiency
- Testing for the efficient market hypothesis: Weak form
- Testing for the efficient market hypothesis: Semi strong form
- Testing for the efficient market hypothesis: Strong form
- Overview of different origins of financial crises
- A first example for the development and fallout of a real crisis: the VW scandal
- A second example for the development and fallout of a real crisis: oil shocks - 1970s
- A second example for the development and fallout of a real crisis: oil shocks - 2000s
- A first example of an anticipation crisis: 1987 - The "Fed Model"
- A first example of an anticipation crisis: 1987 - The crash
- A second example of an anticipation crisis: 2000
- The perfect storm: the global financial crisis - Global imbalances
- The perfect storm: the global financial crisis - Policy errors
- The perfect storm: the global financial crisis - Lax regulation
- How do central banks deal with the issue of financial (in)stability? - Course 1 recap
- How do central banks deal with the issue of financial (in)stability? - Asset prices
- An interview with Prof. Jean-Pierre Danthine
- Graded quiz on market efficiency
- Graded quiz on the origins of financial bubbles and crises
- Portfolio Construction and Investment Styles
- What you will learn in this Module
- Building a portfolio the top-down way – Definition
- Building a portfolio the top-down way – Use
- Building a portfolio the top-down way – Importance
- Portfolio construction via bottom-up - UBS guest speaker
- Value versus growth
- Fundamental or quantitative driven style? - UBS guest speaker
- Contrarian versus momentum - Momentum
- Contrarian versus momentum - Contrarian
- Core & satellite
- Thematic investing - UBS guest speaker
- Graded quiz on portfolio construction
- Graded quiz on investment styles
Summary of User Reviews
Learn how to meet investor goals with this comprehensive course on Coursera. Users have praised the course for its practical approach to investment strategies and management, leading to a high overall rating. Many users found the case studies and real-world examples particularly helpful in illustrating key concepts.Key Aspect Users Liked About This Course
Case studies and real-world examplesPros from User Reviews
- Practical approach to investment strategies
- In-depth coverage of investment management
- Engaging and knowledgeable instructors
- Access to a supportive online community
- Flexible pacing and course structure
Cons from User Reviews
- Some users found the course content basic or repetitive
- Limited interaction with instructors
- Course may not be suitable for advanced investors
- Requires a significant time commitment
- Certificate of completion may not have significant value
University of Geneva- Tony Berrada
4.8 Raiting
An Entire MBA in 1 Course:Award Winning Business School Prof
- 4.4
-
![]()
![]()
![]()
![]()
![]()
** #1 Best Selling Business Course! ** Everything You Need to Know About Business from Start-up to IPO ** #1 MOST PURCHASED BUSINESS COURSE ON UDEMY! ** OVER 400,000 STUDENTS IN 195 COUNTRIES ** ...
The Time Management Revolution
- 4.4
-
![]()
![]()
![]()
![]()
![]()
Time Management for Entrepreneurs: Cut your schedule in half & boost productivity with the 4 Pillars of Time Management Feeling a longing to escape the prison of yours?...
How to Pitch for Success and Improve Your Influence
- 4
-
![]()
![]()
![]()
![]()
![]()
Learn 12 simple but powerful tips for effective pitching to investors, selling to customers or presenting at work. Freelancers, entrepreneurs, and professionals....
Meeting Investors' Goals
- 4.8
-
![]()
![]()
![]()
![]()
![]()
You will first explore the different biases that we, as humans, are subjected to when facing investment decisions and how they may impact the outcomes of these decisions....
