[major=BBA_CF | course_id=FIN405c | syllabus_id=12761 | semester=7 | combo=CF_COM1 | title=Investment Portfolio]
Course ID: FIN405c
Title EN: Investment Portfolio
Title VI: Quản lý danh mục đầu tư
Credits: 3.0
Prerequisites: FIN303
Description: -Students will learn the essential skills of portfolio management and personal investing, learn how to think about, discuss, and formulate solutions to common investor's questions, issues: how to meet their liabilities, how to decide where to invest, and how much risk to take on. Students will learn the theory and the real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives.
-Students will then learn how to construct optimal portfolios that manage risk effectively, and how to capitalize on understanding behavioral biases and irrational behavior in financial markets. Students will learn the best practices in portfolio management and performance evaluation as well as current investment strategies. By the end of Capstone Project, students will have mastered the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success.
Note: Students who complete all MOOCs before the course deadline will receive 1 bonus point; otherwise, no bonus point will be awarded.
Student tasks: 1. Join the online course (spec.) when being invited by the admin.
2. Enroll in each MOOC of spec., regularly study MOOCs at least 5hrs/week by watching videos, reading materials, taking quizzes, doing assgnments... as required
3. Respect the Coursera Code of Conduct, at https://learner.coursera.help/hc/en-us/articles/208280036-Coursera-Code-of-Conduct
3. Keep online learning progress promptly.
4. Communicate and discuss in forum
5. Attend off-line sessions in the Campus (Optional)
6. Must complete all MOOCs of spec. with certification in order to take the Final Exam at Campus
Tools: - Internet access
Course type: coursera_only
Decision: 359/QĐ-ĐHFPT dated 04/09/2025
Approved date: 2025-04-09
CLO1: Describe overview of global financial markets and instruments that characterize the investment opportunities available to today’s investor
[1] category=Final exam; type=Final exam; weight=100.0; duration=60'; question_type=All LOs; grading_guide=5 Courses; completion_criteria=; clos=4
[1] desc=https://www.coursera.org/specializations/investment-portolio-management#courses; author=; publisher=Coursera; edition=; isbn=; main=True; online=True; note=
[2] desc=https://learner.coursera.help/hc/en-us/articles/208280036-Coursera-Code-of-Conduct; author=; publisher=; edition=; isbn=; main=; online=True; note=
[3] desc=https://www.coursera.org/learn/global-financial-markets-instruments; author=; publisher=Coursera; edition=; isbn=; main=True; online=True; note=MOOC 1: Global Financial Markets and Instruments
[4] desc=https://www.coursera.org/learn/portfolio-selection-risk-management; author=; publisher=Coursera; edition=; isbn=; main=True; online=True; note=MOOC 2: Portfolio Selection and Risk Management
[5] desc=https://www.coursera.org/learn/biases-portfolio-selection; author=; publisher=Coursera; edition=; isbn=; main=True; online=True; note=MOOC 3: Biases and Portfolio Selection
[6] desc=https://www.coursera.org/learn/investment-strategies-portfolio-analysis; author=; publisher=Coursera; edition=; isbn=; main=True; online=True; note=MOOC 4: Investment Strategies and Portfolio Analysis
[7] desc=https://www.coursera.org/learn/investment-portfolio-management-capstone; author=; publisher=Coursera; edition=; isbn=; main=True; online=True; note=MOOC 5: Capstone: Build a Winning Investment Portfolio
Session 1: Course 1 Global Financial Markets and Instruments
Module 1: Introduction & Review of Elementary Finance Tools
Module 2: Financial system & financial assets: fixed income securities
Course Review - Offline (optional)
Topic: Online,Offline; Teaching type: LO1; LO: IT
ITU: Videos, reading, quizzes
Download: - Watch the videos
- Read the materials
- Do the quizzes
- Participate in the offline class (optional)

Session 2: Course 1: Global Financial Markets and Instruments
Module 3: Financial system & financial assets: equity securities and derivatives
Module 4: Organization of financial markets and securities trading
Topic: Online; Teaching type: LO1; LO: IT
ITU: Videos, reading, quizzes
Download: - Watch the videos
- Read the materials
- Do the quizzes

Session 3: Course 2 Portfolio Selection and Risk Management
Module 1- Introduction & Risk and Return
Module 2: Portfolio construction and diversification
Module 3: Mean-variance preferences
Topic: Online; Teaching type: LO1, LO2, LO3; LO: IT
ITU: Videos, reading, quizzes
Download: - Watch the videos
- Read the materials
- Do the quizzes

Session 4: Course 2 Portfolio Selection and Risk Management
Module 4: Optimal capital allocation and portfolio choice
Module 5: Equilibrium asset pricing models
Topic: Online; Teaching type: LO1, LO2, LO3; LO: IT
ITU: Videos, reading, quizzes
Download: - Watch the videos
- Read the materials
- Do the quizzes
CLO2: Discuss, and formulate solutions to common issues in investing: how to meet investor liabilities, how to decide where to invest, and how much risk to take on
Session 1: Course 2 Portfolio Selection and Risk Management
Module 4: Optimal capital allocation and portfolio choice
Module 5: Equilibrium asset pricing models
Topic: Online; Teaching type: LO1, LO2, LO3; LO: IT
ITU: Videos, reading, quizzes
Download: - Watch the videos
- Read the materials
- Do the quizzes

Session 2: Course 3 Biases and Portfolio Selection
Module 1: Efficient markets hypothesis and limits of arbitrage
Module 2: Biases and realistic preferences
Topic: Online; Teaching type: LO1, LO2; LO: IT
ITU: Videos, reading, quizzes
Download: - Watch the videos
- Read the materials
- Do the quizzes

Session 3: Course 3 Biases and Portfolio Selection
Module 3: Inefficient markets
Module 4: Applications: Investor behavior
Topic: Online; Teaching type: LO1, LO2; LO: IT
ITU: Videos, reading, quizzes
Download: - Watch the videos
- Read the materials
- Do the quizzes

Session 4: Course 3 Biases and Portfolio Selection
Module 3: Inefficient markets
Module 4: Applications: Investor behavior
Topic: Online; Teaching type: LO1, LO2; LO: IT
ITU: Videos, reading, quizzes
Download: - Watch the videos
- Read the materials
- Do the quizzes
CLO3: Apply concepts and the essential skills of portfolio management and personal investing
Session 1: Course 4 Investment Strategies and Portfolio Analysis
Module 1: Performance measurement and benchmarking
Module 2: Active vs. passive investing: Risk-adjusted return measures
Topic: Online; Teaching type: LO2, LO3, LO4; LO: IT
ITU: Videos, reading, quizzes
Download: - Watch the videos
- Read the materials
- Do the quizzes

Session 2: Course 4 Investment Strategies and Portfolio Analysis
Module 3: Performance evaluation: Style analysis and performance attribution
Topic: Online; Teaching type: LO2, LO3, LO4; LO: IT
ITU: Videos, reading, quizzes
Download: - Watch the videos
- Read the materials
- Do the quizzes

Session 3: Course 5 Capstone: Build a Winning Investment Portfolio
Capstone Project 1:Developing Asset Allocation Strategies
Capstone Project 2: Developing a Macro View / Tactical Portfolio Shifts
Capstone Project 3: Behavioral Finance
Topic: Online; Teaching type: LO2, LO3, LO4, LO5; LO: IT
ITU: Videos, reading, quizzes
Download: - Watch the videos
- Read the materials
- Do the quizzes

Session 4: Course 5 Capstone: Build a Winning Investment Portfolio
Capstone Project 4: Styles of Investing
Capstone Project 5:Performance Evaluation
Capstone Project 6: Sim Portfolio Evaluation (Peer Graded)
Course review (optional)
Deadline of Coursera completion: End of Friday of the week
Topic: Online,Offline; Teaching type: LO2, LO3, LO4, LO5; LO: IT
ITU: Videos, reading, quizzes
Download: - Watch the videos
- Read the materials
- Do the quizzes
- Review - Offline (optional)
- Deadline of Coursera completion: End of Friday of the week
CLO4: Apply analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success
CLO5: Construct optimal portfolios that manage risk effectively