Interactive Brokers
Investing using Value, Growth, Momentum and Economics Specialization
Interactive Brokers

Investing using Value, Growth, Momentum and Economics Specialization

Investment Strategies and Economic Insights. Learn to Evaluate Stocks, Understand Economic Indicators and Investment Strategies

Included with Coursera Plus

Get in-depth knowledge of a subject

(11 reviews)

Beginner level

Recommended experience

Flexible schedule
3 months at 20 hours a week
Earn a career credential
Share your expertise with employers
Get in-depth knowledge of a subject

(11 reviews)

Beginner level

Recommended experience

Flexible schedule
3 months at 20 hours a week
Earn a career credential
Share your expertise with employers

Overview

  • Learn how to identify potential growth stocks, evaluate undervalued assets, and capitalize on market trends using momentum principles.

  • Understand microeconomic principles, market structures, and labor market dynamics to assess how macroeconomic trends impact opportunities.

  • Explore the construction and real estate sectors, learning how to view sector-specific factors and trends in the context of economic movements.

  • Interpret consumer activity and confidence data, alongside market statistics, to view economic conditions that influence investment markets.

What’s included

Shareable certificate

Add to your LinkedIn profile

Taught in English
16 practice exercises

Advance your subject-matter expertise

  • Learn in-demand skills from university and industry experts
  • Master a subject or tool with hands-on projects
  • Develop a deep understanding of key concepts
  • Earn a career certificate from Interactive Brokers

Specialization - 9 course series

What you'll learn

  • Identify Key Characteristics of Growth Stocks

  • Analyze Valuation Ratios

  • Evaluate Influencing Factors on Earnings Growth

Skills you'll gain

Category: Financial Statement Analysis
Category: Market Analysis
Category: Investments
Category: Financial Analysis
Category: Profit and Loss (P&L) Management
Category: Financial Forecasting
Category: Competitive Analysis
Category: Business Metrics
Category: Risk Analysis
Category: Business Valuation
Category: Growth Strategies
Category: Market Trend

What you'll learn

  • Understand the principles of value investing and its historical context.

  • Analyze financial statements to assess company performance and valuation.

  • Identify key metrics and ratios used to evaluate potential investments.

Skills you'll gain

Category: Financial Analysis
Category: Business Valuation
Category: Financial Modeling
Category: Financial Statement Analysis
Category: Competitive Analysis
Category: Annual Reports
Category: Key Performance Indicators (KPIs)
Category: Business Metrics
Category: Investments
Category: Investment Management
Category: Balance Sheet
Category: Market Opportunities
Category: Portfolio Management
Category: Return On Investment
Category: Income Statement
Category: Business Research

What you'll learn

  • Analyze key indicators and metrics that signal momentum in the market.

  • Assess the risks associated with momentum investing and implement effective risk management techniques.

Skills you'll gain

Category: Risk Management
Category: Technical Analysis
Category: Trend Analysis
Category: Portfolio Management
Category: Investments
Category: Exploratory Data Analysis
Category: Market Trend
Category: Asset Management
Category: Equities
Category: Market Data

What you'll learn

  • Knowledge of factors that influence the performance of various sectors, such as economic cycles, technological innovation, and market conditions.

  • Apply different strategies for sector investing, including sector rotation, thematic investing, and selecting sector ETFs or individual stocks.

Skills you'll gain

Category: Portfolio Management
Category: Asset Management
Category: Market Dynamics
Category: Market Trend
Category: Stock Rotation
Category: Equities
Category: Risk Management
Category: Business Economics
Category: Business Risk Management
Category: Performance Analysis
Category: Investments

What you'll learn

  • Gain an understanding of fundamental microeconomic concepts including scarcity, opportunity cost, and economic models.

  • Understand the differences between various market structures, such as perfect competition, monopolies, and oligopolies.

Skills you'll gain

Category: Economics
Category: Market Analysis
Category: Consumer Behaviour
Category: Production Process
Category: Price Negotiation
Category: Supply And Demand
Category: Market Dynamics

What you'll learn

  • Understand the fundamentals of the U.S. construction and real estate sectors.

  • Analyze the economic drivers impacting construction and real estate markets.

  • Evaluate investment opportunities within the real estate sector.

Skills you'll gain

Category: Financial Analysis
Category: Real Estate
Category: Market Dynamics
Category: Mortgage Loans
Category: Return On Investment
Category: Investments
Category: Business Metrics
Category: Property and Real Estate
Category: Market Analysis
Category: Economics
Category: Risk Management
Category: Market Data
Category: Market Trend

What you'll learn

  • Learn about various monetary metrics such as interest rates, money supply, and inflation, and their impact on economic output and corporate profits.

  • Understand how changes in GDP, consumer spending, and investment affect business profitability and stock market performance.

  • Examine the impact of inflation and deflation on corporate performance.

Skills you'll gain

Category: Business Economics
Category: Economics
Category: Market Dynamics
Category: Financial Policy
Category: Economic Development
Category: Financial Market
Category: Forecasting
Category: Banking Services
Category: Supply And Demand
Category: Business
Category: Corporate Finance

What you'll learn

Skills you'll gain

Category: Economics
Category: International Relations
Category: Supply And Demand
Category: Public Policies
Category: Analysis
Category: Market Dynamics
Category: Demography
Category: Business Economics
Category: Consumer Behaviour
Category: Workforce Management
Category: Forecasting
Category: Labor Relations
Category: Trend Analysis

What you'll learn

  • Analyze the Impact of Consumer Confidence

  • Examine Business Sentiment and Activity

  • Interpret Economic Reports for Trading

Skills you'll gain

Category: Business Economics
Category: Financial Market
Category: Market Data
Category: Consumer Behaviour
Category: Forecasting
Category: Business Research
Category: Financial Data
Category: Surveys
Category: Market Dynamics
Category: Corporate Finance
Category: Market Trend
Category: Business Metrics
Category: Economics

Earn a career certificate

Add this credential to your LinkedIn profile, resume, or CV. Share it on social media and in your performance review.

Instructors

Mary MacNamara
Interactive Brokers
12 Courses107,010 learners
Andrew Wilkinson
Interactive Brokers
12 Courses107,010 learners

Offered by

Why people choose Coursera for their career

Felipe M.
Learner since 2018
"To be able to take courses at my own pace and rhythm has been an amazing experience. I can learn whenever it fits my schedule and mood."
Jennifer J.
Learner since 2020
"I directly applied the concepts and skills I learned from my courses to an exciting new project at work."
Larry W.
Learner since 2021
"When I need courses on topics that my university doesn't offer, Coursera is one of the best places to go."
Chaitanya A.
"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."
Coursera Plus

Open new doors with Coursera Plus

Unlimited access to 10,000+ world-class courses, hands-on projects, and job-ready certificate programs - all included in your subscription

Advance your career with an online degree

Earn a degree from world-class universities - 100% online

Join over 3,400 global companies that choose Coursera for Business

Upskill your employees to excel in the digital economy

Frequently asked questions