Investment Theory and Practice - The Open University - Jorge Alberto Fuentes Zapata

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Jorge Alberto Fuentes Zapata completed a 4-week course in finance fundamentals: investment theory and practice through The Open University. The course explored key investment management theories and how they are applied in practice. It covered topics such as investment products, risks, portfolio theory, market efficiency, and behavioral factors that influence investment decisions. Zapata earned a 91% overall score, demonstrating his understanding of investment planning concepts and analysis of historical investment case studies.

Economy & Finance

Certificate of Achievement
Jorge Alberto Fuentes Zapata
has completed the following course:
FINANCE FUNDAMENTALS: INVESTMENT THEORY AND PRACTICE
THE OPEN UNIVERSITY
This course explored the key theories relating to investment management and how these are reflected
in actual investment practice.
4 weeks, 3 hours per week
Dave Hall
University Secretary
The Open University
Issued
16th
November
2016.
futurelearn.com/certificates/ofokriu
The person named on this certificate has completed the activities in the
attached transcript. For more information about Certificates of
Achievement and the effort required to become eligible, visit
futurelearn.com/proof-of-learning/certificate-of-achievement.
This certificate represents proof of learning. It is not a formal
qualification, degree, or part of a degree.

Jorge Alberto Fuentes Zapata
has completed the following course:
FINANCE FUNDAMENTALS: INVESTMENT THEORY AND PRACTICE
THE OPEN UNIVERSITY
91%
OVERALL
SCORE
This course explored the key theories relating to
investment management and how these are
reflected in actual investment practice.
STUDY REQUIREMENT
4 weeks, 3 hours per week
LEARNING OUTCOMES
SYLLABUS
Explore the different types of personal
investments and the returns they offer
•
Identify and to understand the key investment
management theories
•
Identify investment management practices
•
Explore and review recent investment
management stories
•
Identify and to understand the impact of
behavioural factors on investment decision-
making
•
Investment planning and decision-making
•
Savings and investment products
•
Investment risks
•
Investment theories – diversification, portfolio
theory, capital-asset pricing model
•
Investment theories – efficient market
hypothesis, random walk theory, chartism
•
Investment in practice – methods employed by
fund managers
•
Historical analysis of investment returns
•
Historical investment episodes and what we
learn from them
•
Individual human behavioural biases and
investment decision-making
•
Group human behavioural biases and investment
decision-making
•
This transcript should be read alongside the accompanying Certificate of Achievement.
For more information about transcripts visit futurelearn.com. Issued 16th November 2016. futurelearn.com/certificates/ofokriu

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