Wharton Business and Financial Modeling Capstone
- 4.6
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Description
In this Capstone you will recommend a business strategy based on a data model you’ve constructed. Using a data set 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.
Outline
- Getting Started
- Project Description - Read me first!
- Project Prompt
- Historical Stock Data
- Project Scope Quiz
- Steps 1 and 2: Yahoo Finance
- Definition and Uses of Models, Common Functions (Fundamentals of Quantitative Modeling)
- How Models are Used in Practice (Fundamentals of Quantitative Modeling)
- Mathematical Functions (Fundamentals of Quantitative Modeling)
- Navigating a Spreadsheet and Crafting Formulas (Introduction to Spreadsheets)
- How To Build an Optimization Model: Hudson Readers Ad Campaign (Modeling Risk and Realities)
- Data and Visualization: Graphical Representation (Modeling Risk and Realities)
- More on Close Price versus Adjusted Close Price
- More on the Sharpe Ratio
- Sample Returns Spreadsheet (AAPL)
- PDFs of Refresher Video Slides
- Daily Returns Quiz
- Summary Statistics Quiz
- Step 3: Creating an optimal risky portfolio on the efficient frontier
- Introducton to Linear Models and Optimization (Fundamentals of Quantitative Modeling)
- Present and Future Value (Fundamentals of Quantitative Modeling)
- Optimization (Fundamentals of Quantitative Modeling)
- Linear Programming (incl. Solver) (Introduction to Spreadsheets)
- Optimizing with Solver, and Alternative Data Inputs (Modeling Risk and Realities)
- Adding Risk: Managing Investments at Epsilon Delta Capital (Modeling Risk and Realities)
- Using Scenarios for Optimizing Under High Uncertainty, Sensitivity Analysis and Efficient Frontier (Modeling Risk and Realities)
- Videos Explaining the Efficient Frontier and Optimal Risky Portfolio
- More on Portfolio Variance
- More on the Efficient Frontier
- More on Short Selling
- PDFs of Refresher Video Slides
- The Minimum Variance and Optimal Risky Portfolio
- Step 4: Optional exercise using CAPM tables
- Introduction to Regression Models (Fundamentals of Quantitative Modeling)
- Use of Regression Models (Fundamentals of Quantitative Modeling)
- Correlation and Regression (Introduction to Spreadsheets)
- Video on the Capital Asset Pricing Model (CAPM)
- More on the Capital Asset Pricing Model
- PDFs of Refresher Video Slides
- Capital Asset Pricing Model
- Step 5: Creating Your Asset Allocation & Final Presentation
- VBTLX and VFIAX Monthly Returns
- Working with a Diversified Portfolio
Summary of User Reviews
Wharton Business Financial Modeling Capstone is a highly-rated course on Coursera that teaches financial modeling through real-world business scenarios. Many users have praised the course for its practical approach to the subject matter.Key Aspect Users Liked About This Course
The practical approach to financial modeling through real-world business scenariosPros from User Reviews
- The course provides practical knowledge and skills for financial modeling
- The instructors are knowledgeable and experienced in the field
- The course is well-structured, easy to follow, and engaging
- The assignments and projects are challenging but rewarding
- The course is great for those who want to advance their career in finance
Cons from User Reviews
- Some users found the course material to be too basic
- The course requires a significant time commitment
- Some users found the peer review process to be challenging
- The course can be expensive for some learners
- The course may not be suitable for those who are new to finance
Richard Lambert
4.6 Raiting
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