Analysis, Budgeting, and Risk Management

Evaluate investments, manage financial risk, build operating budgets, and guide capital allocation decisions. In this course, you’ll develop the analytical skills financial analysts use to support strategic and risk-aware business decisions. You’ll differentiate asset classes such as stocks, bonds, mutual funds, and ETFs, and assess their risk and liquidity characteristics. You’ll calculate Value at Risk (VaR) using historical simulation methods and apply risk matrices to evaluate market, operational, and regulatory exposure. You’ll also create operating budgets using inflation adjustments and define SMART KPIs to measure financial performance. Finally, you’ll analyze economic signals and assess capital investment opportunities using risk-adjusted returns and scenario modeling. What makes this course unique is its integration of budgeting, investment analysis, and quantitative risk measurement. The course concludes with a portfolio-ready project where you evaluate a capital investment opportunity and present a risk-adjusted recommendation

• Evaluate investments and allocate assets by risk-return principles
• Calculate Value at Risk and apply structured risk assessment
• Analyze capital projects and provide risk-adjusted recommendations

• Basic familiarity with topic
• Readiness for applied exercises and case studies