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所在平台: Udemy |
课程主页: https://www.udemy.com/course/financial-forecasting-modeling-and-risk-management-course/
课程评论：没有评论
**Coursera 课程总结：财务预测、建模与风险管理** 本课程是一门关于财务预测、建模与风险管理的双课程组合。通过 Microsoft Excel 这一常用工具，学员将学习如何构建财务预测模型，并掌握财务风险管理（FRM）的基础知识。 **第一部分：财务预测** * **核心目标：** 理解财务建模和预测的基础，学会使用 Excel 构建财务预测模型。 * **主要内容：** * 财务预测的目的和重要性 * 构建健全的财务模型 * 预测在战略规划中的作用 * 三大财务报表（资产负债表、利润表、现金流量表）的运用 * 定义预测目标，识别关键变量和驱动因素 * 财务预测的 ratio analysis 分析 * 预测的未来趋势 **第二部分：财务风险管理** * **核心目标：** 掌握财务风险管理的基本概念、分类和管理方法。 * **主要内容：** * 区分风险、不确定性和随机性 * 理解风险管理和风险测量的区别 * 风险治理的重要性 * 风险预算及其在风险治理中的作用 * 人、流程、技术和组织结构在风险管理中的作用 * 区分特异性风险和系统性风险 * 定义、分类和区分各类金融风险（信用风险、外汇风险、利率风险、操作风险） * 风险度量指标（如 VaR, 场景分析/压力测试） * 区分风险预防和风险规避 * 自我保险、风险转移和风险分担的概念与应用（如保险、外包、衍生品） **课程特色：** * 提供实践练习和演示文件，帮助学员巩固知识。 * 包含 10 多个小时的视频教程，超过 70 个独立的视频讲座。 * 课程和练习文件均可供学员跟随学习。 * 完成课程可获得结业证书。 **先修要求：** * 具备 Excel 的基本操作能力。 * 具备金融和会计学原理的基本知识。 **注意：** 本课程 **不** 作为 FRM 考试的准备课程。
***Exercise and demo files included***Forecasting the financial performance and managing the financial risk of a business is crucial for its success. Learn how to create a financial forecasting model using a widely familiar application, Microsoft Excel, and the fundamentals of financial risk management (FRM) with this two-course bundle!Improve your business decision-making as we build a financial model and forecast based on a fictional company in the first course. Coming into the course, you will need to have a basic understanding of Excel.In the second course, we will cover the fundamentals of financial risk management, with a focus on practical implementation and application. Particularly, we shall focus on credit risk, interest rate, foreign exchange risk, and operational risk. Please note that this course does not serve as a preparation for the FRM exams.The courses include instructor files and exercise files so you can practice what you've learned and gain confidence as you go. Students are expected to have a basic knowledge of finance and accounting principles.What's included?Financial Forecasting:Come to understand the basics of financial modeling and forecasting using ExcelKnow the purpose of financial forecastingBuild your first financial forecasting model in ExcelLearn how to build a sound financial modelKnow the role of forecasting in strategic planningGo through the three financial statements (balance sheet, income statement, and cash flow statement)Learn how to define your forecasting objectivesIdentify key variables and driversAnalyze financial forecasts using ratio analysisLearn about future trends in forecasting.Financial Risk Management:Distinguish between risk, uncertainty, and randomnessDistinguish between risk management and risk measurementUnderstand the importance of risk governanceDescribe risk budgeting and understand its role in risk governanceRealize the importance of managing people, processes, technology, and organizational structure for effective risk managementRecognize the difference between idiosyncratic and systematic risksDefine, classify, and distinguish between financial risksIdentify and understand the principles of credit, foreign exchange, interest rate, and operational riskRecognize probability, standard deviation, Value-at-Risk (VaR), and scenario analysis/stress testing as risk measurement metricsDistinguish between risk prevention and avoidanceDefine and apply the concepts of self-insurance, risk shifting, and risk transferRealize insurance as a way to transfer risksRecognize outsourcing and derivatives as two ways of shifting risk.This course bundle includes:10+ hours of video tutorials70+ individual video lecturesCourse and exercise files to follow alongCertificate of completion
