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Beginner

Financial Fundamentals and Market Operations

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

Lessons
12
Duration
360 min
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.

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12 lessons

Course syllabus

  1. Planning, goals, reserves and debts Transform revenues, expenses and commitments into a financially viable sequence of decisions. 30 min
  2. Risk, return, liquidity, and diversification Recognize different sources of loss and evaluate investments by the combination of possible return, risks, and access to money. 30 min
  3. Interest, capitalization and rate comparison Calculate simple and compound interest and convert rates to comparable periods. 30 min
  4. Inflação, poder de compra e retorno real Avaliar se um ganho financeiro preserva a capacidade de comprar bens e serviços. 30 min
  5. Currency, exchange and international exposure Interpret an exchange rate quote and calculate its effect on expenses and investments. 30 min
  6. Who does what in the financial system Distinguish the roles of regulators, issuers, intermediaries, managers, custodians and market infrastructure. 30 min
  7. Issuance, trading, orders and settlement Monitor an operation from price formation to the conclusion of the financial delivery. 30 min
  8. Economy, interest rates and yield curve Relate economic indicators to transmission mechanisms, without turning news into automatic forecasts. 30 min
  9. Demonstrações financeiras, preço e valor Interpretar informações básicas de uma empresa e distinguir cotação, patrimônio contábil e valor econômico estimado. 30 min
  10. Costs, taxes, benchmarks and performance Compare results on consistent bases, including costs, flows and an appropriate benchmark. 30 min
  11. Profile, horizon, and financial behavior Separate emotional disposition, financial capacity, and risk need, creating verifiable decision rules. 30 min
  12. Construção de um plano financeiro integrado Reunir orçamento, metas, riscos e critérios de acompanhamento em um plano coerente. 30 min

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

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