This course has been certified by the CPD Certification Service as conforming to continuing professional development principles. Find out more.

Learn value-based analysis, growth strategies, and portfolio design

Navigating today’s dynamic markets requires more than just theory. It takes insight, analysis, and a keen sense for long-term value.

This two-week online course blends classic value investing principles with modern growth strategies, guiding you to think like a professional investor and make smart financial decisions.

You’ll gain the practical skills to identify, evaluate, and grow investment opportunities in real life with hands-on exercises, financial statement analysis, and high-impact case studies.

Understand the fundamentals of value and growth investing

Begin this course by demystifying the core principles of value investing and growth-oriented analysis. You’ll delve into what sets companies with strong fundamentals apart and how investment legends identify undervalued assets or future leaders before the crowd.

You’ll become equipped to analyse business models critically, examine competitive positioning, and explore how macroeconomic trends shape investment prospects.

Apply financial analysis and valuation for strategic decisions

Next, you’ll gain expertise in professional and personal financial judgment by learning to identify market inefficiencies and behavioural biases that present opportunities—and dangers—for investors.

Design a diversified portfolio for sustainable value growth

Finally, discover the process of constructing and managing a diversified investment portfolio that combines value and growth principles.

You’ll learn to balance risk and reward, align investments with long-term objectives, and avoid common pitfalls.

Through real-world case studies, you’ll explore how successful companies and investors have generated value over time.

You may like to undertake more sustained study on this topic through our ExpertTrack: Strategic Finance, Data & Decision-Making.

What topics will you cover?

Introduction to Value Investing
Components of Total Shareholder Return (TSR)
Profitability Value Drivers
Dividend Valuation Model (DVM) for Equity
Discounted Cash Flow (DCF) Valuation
Net Assets Valuation for Equity
Portfolio Construction and Client Relations
Conclusion and Course Wrap-Up

Who is this accredited by?

The CPD Certification Service:

The CPD Certification Service was established in 1996 and is the leading independent CPD accreditation institution operating across industry sectors to complement the CPD policies of professional and academic bodies.

When would you like to start?

Start straight away and join a global classroom of learners. If the course hasn’t started yet you’ll see the future date listed below.

Available now
Join - $69

Learning on this course

On every step of the course you can meet other learners, share your ideas and join in with active discussions in the comments.

What will you achieve?

By the end of the course, you‘ll be able to...

Describe and illustrate the components of total shareholder return (TSR) and their interrelationships.
Explain and apply a range of methods for assessing the intrinsic value of the equity or the whole business of a firm.
Explain value investment strategies based on identifying potentially under-valued firms.
Discuss the limits and challenges with value investing strategies and the hurdles that investors should be prepared for when implementing them.

Who is the course for?

Professionals and learners in finance, analysis, consulting, or entrepreneurship seeking practical investment skills. This course is ideal for early-mid career individuals, business grads, and those in adjacent fields who want to enhance value-based and growth-oriented financial decision-making.

Who will you learn with?

Paul Siegel

Who developed the course?

Starweaver

Starweaver is a next generation platform that engages your workforce as no other. Combining business and technical skills, Starweaver provides real-time skill building that is in line with your business objectives and strategies, and in your associates day to day tasks and jobs.

What's included?

This is a premium course. These courses are designed for professionals from specific industries looking to learn with a smaller group of like-minded individuals.

Unlimited access to this course
Includes any articles, videos, peer reviews and quizzes
Certificate of Achievement to prove your success when you're eligible
Download and print your Certificate of Achievement anytime

Join - $69

Still want to know more? Check out our FAQs

Learning on FutureLearn

Your learning, your rules

Courses are split into weeks, activities, and steps to help you keep track of your learning
Learn through a mix of bite-sized videos, long- and short-form articles, audio, and practical activities
Stay motivated by using the Progress page to keep track of your step completion and assessment scores

Join a global classroom

Experience the power of social learning, and get inspired by an international network of learners
Share ideas with your peers and course educators on every step of the course
Join the conversation by reading, @ing, liking, bookmarking, and replying to comments from others

Map your progress

As you work through the course, use notifications and the Progress page to guide your learning
Whenever you’re ready, mark each step as complete, you’re in control
Complete 90% of course steps and all of the assessments to earn your certificate

Want to know more about learning on FutureLearn? Using FutureLearn