This course is part of the Strategic Finance, Data & Decision-Making ExpertTrack
Smart Investment Strategies for Value Growth- ET
Master practical value and growth investing strategies and build analytical skills for long-term, real-world success.
Duration
2 weeksWeekly study
1 hourIncluded in an ExpertTrack
Course 2 of 4
Smart Investment Strategies for Value Growth- ET
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.
Syllabus
Week 1
Understanding Total Shareholder Return (TSR) and Profitability Drivers
Lesson 1: Understanding Total Shareholder Return (TSR)
In this lesson, you’ll break down the components of Total Shareholder Return dividend yield and capital growth and see how they combine to reflect overall investor returns. You’ll also explore how taxes on income and gains can imp
Lesson 2: Profitability Value Drivers
In this lesson, you’ll explore the key financial indicators that reflect a company’s profitability. You’ll learn how reported earnings and EBITA (Earnings Before Interest, Taxes, and Amortization) help assess financial performance
Lesson 3: Dividend Valuation Model (DVM) for Equity
In this lesson, you’ll learn how the Dividend Valuation Model (DVM) is used to estimate the value of equity based on forecasted dividends and the required return on equity, calculated using the Capital Asset Pricing Model (CAPM).
Lesson 4: Discounted Cash Flow (DCF) for the Whole Business
In this lesson, you’ll dive into valuing an entire business both equity and debt using the Discounted Cash Flow (DCF) method. You’ll learn how to calculate the Weighted Average Cost of Capital (WACC) and apply present value analys
Week 2
Valuation Techniques and Investment Strategies
Lesson 5: Net Assets Valuation For Equity
In this lesson, you will explore the Net Assets Valuation approach for assessing a company's equity value.
Lesson 6: Portfolio construction and client relations
In this lesson, you will explore the key principles of building a well-balanced investment portfolio.
Lesson 7: Conclusions
In this lesson, you will review the key concepts covered throughout the course and reflect on the essential insights gained.
Prove you're job ready
Highlight the new, job-relevant skills you’ve gained and supplement existing qualifications with a hard-earned, industry-specific digital certificate – plus one for every course within your ExpertTrack.
- Learn the latest in your chosen industry or subject.
- Complete each course and pass assessments.
- Receive certificates validated by the educating organisation.
- Impress employers with learning outcomes you can add to your CV.
- Make your career dreams a reality.
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Who is this accredited by?
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.
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?
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.
Start learning today - free 2-day trial
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- Only pay while you’re learning; the subscription will cancel automatically when you finish
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Learning on FutureLearn
Your learning, your rules
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- 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
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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
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