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Beginner

Financial Fundamentals and How Markets Work

This course builds the foundation for understanding investments before choosing products. You will learn to organise resources, interpret rates and risks, recognise market participants and relate financial prices to the economy and to your goals. The situations are Brazilian; examples in other currencies are for learning purposes only.

Lessons
12
Duration
360 mins
Passing score
80%
Level
Beginner
Start the course
A mason's level on the first course of stone of a foundation at dawn, as a metaphor for starting from the base.

Check your enrolment, access conditions and progress in your FINOVEX account.

12 lessons

Course syllabus

  1. Planning, goals, reserves and debts Transform revenues, expenses and commitments into a financially viable sequence of decisions. 30 mins
  2. Risk, return, liquidity and diversification Recognise different sources of loss and evaluate investments by the combination between possible return, risks and access to money. 30 mins
  3. Interest, capitalisation and comparison of rates Calculate simple and compound interest and convert rates to comparable periods. 30 mins
  4. Inflation, purchasing power and real return Assess whether a financial gain preserves the ability to buy goods and services. 30 mins
  5. Currency, exchange and international exposure Interpret an exchange rate quote and calculate its effect on expenses and investments. 30 mins
  6. Who does what in the financial system Distinguish the functions of regulators, issuers, intermediaries, managers, custodians and market infrastructure. 30 mins
  7. Issuance, trading, orders and settlement Monitor an operation from price formation to the conclusion of the financial delivery. 30 mins
  8. Economy, interest rates and yield curve Link economic indicators to transmission mechanisms, without turning news into automatic forecasts. 30 mins
  9. Financial statements, price and value Interpret basic company information and distinguish between quotation, accounting equity and estimated economic value. 30 mins
  10. Costs, taxes, references and performance Compare results on consistent bases, including costs, flows and an appropriate reference. 30 mins
  11. Profile, horizon and financial behaviour Separate emotional disposition, financial capacity and need for risk, creating verifiable decision-making rules. 30 mins
  12. Construction of an integrated financial plan Bringing together budget, goals, risks and monitoring criteria into a coherent plan. 30 mins

Final assessment

Complete all the lessons and reach 80% on the assessment to meet the certificate requirements.

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  • Full lesson content
  • A quiz for each lesson and a final assessment
  • Progress saved across devices
  • Certificate according to the course requirements

Completion and certificate

The programme includes 12 lessons and sets a passing score of 80% on the assessment. Check your account for the conditions for completion and certificate issue. Once issued, the document has a public verification code.

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