Meet Aunnie Patton Power

Course curriculum

    1. Let's Get Started

      FREE PREVIEW

    2. What to Expect

      FREE PREVIEW

    3. Pre- Course Evaluation

    1. Handout

    2. Glossary

    3. Video 1. Finance Basics: The Role of Industry Actors

      FREE PREVIEW

    4. Quiz 1

    5. Video 2. Essential terminology. Debt and Equity

    6. Video 3. Essential Terminology: Mezzanine, Enterprise Value and Time Value of Money

    7. Quiz 2

    8. Additional Resources

    1. Handout

    2. Glossary

    3. Video 4. Understanding Financial Statements. Introduction

    4. Video 5. Understanding Financial Statements. The Income Statement

    5. Video 6. Understanding Financial Statements. The Balance Sheet

    6. Video 7. Understanding Financial Statements. The Cash Flow Statement

    7. Video 8. Understanding Financial Statements. An example

    8. Video 9. Understanding Financial Statements. Financial Ratios

    9. Quiz

    10. Additional Resources

    1. Handout

    2. Glossary

    3. Video 10. Financial Ratios: Profitability Ratios

    4. Video 11. Financial Ratios. Efficiency Ratios

    5. Video 12. Financial Ratios. Liquidity Ratios

    6. Video 13. Financial Ratios. Debt Ratios

    7. Video 14. Financial Ratios. Valuation Ratios

    8. Quiz

    9. Ratios Equations

    10. Class Exercise

    11. Class Exercise. Responses

    1. Handout

    2. Glossary

    3. Video 15. Terminology and an Introduction to Bonds

    4. Video 16. A closer look at Bonds

    5. Video 17. Types of Bonds

    6. Video 18. How Bonds are Valued

    7. Video 19. The Pros and Cons of Debt Investing

    8. Quiz 1

    9. Quiz 2

    10. Additional Resources

    1. Handout

    2. Glossary

    3. Video 20. What They Are and Where They Are Traded

    4. Video 21. Different Types

    5. Video 22. How Stocks are Valued and the Pros and Cons of Investing in Public Equity

    6. Quiz 1

    7. Quiz 2

    8. Additional Resources

About this course

  • £600.00
  • 4 hours of video content
  • A dedicated section for questions, answered by our qualified team of experts
  • 4 live Group Office Hours with our Academic Director, Aunnie Patton Power
  • 1-year access to The Beam’s Digital Community

MEET THE INSTRUCTOR

AUNNIE PATTON POWER

Aunnie Patton Power is an academic, advisor, author and angel investor. She is a former investment banker, turned impact investor and university lecturer and The Beam's Academic Director. She is the founder of Intelligent Impact, a technology for a social impact advisory firm, and has worked with start-ups, family offices, foundations and corporates. She is currently an Associate Fellow at the University of Oxford's Saïd Business School and a visiting fellow at the London School of Economics.
LinkedIn

“Taking The Beam’s Foundation Course was a great experience. I dreaded finance. Where do you learn these things? Now I feel I can ask my advisor smart questions and shape the portfolio I want. And the women I met were amazing; they made it fun.”

Daniela, Berlin

FAQs

  • WHAT ARE GROUP OFFICE HOURS?

    We offer individuals who purchase the course the opportunity to have four live sessions on Zoom with Aunnie Patton Power, The Beam’s Academic Director, to answer questions from the course and meet and engage with other participants. Here, you will be able to address anything from specific financial questions to global market activity.

  • DO I NEED A SPECIFIC LEVEL OF KNOWLEDGE OR EXPERTISE TO JOIN THE BEAM NETWORK'S FOUNDATIONS OF FINANCE COURSE?

    No, this course is designed to help you get familiar with the basics of finance and investment and no prior knowledge or experience is needed to be able to follow the course.

  • HOW DOES THE COURSE DIFFER FROM BEAM MEMBERSHIP?

    This new initiative offers a more condensed, self-led educational experience with some select online opportunities to meet and connect with other community peers. Our classic Beam membership offers an elevated in-depth experience that combines advanced courses, coaching cohorts, one-on-one expert sessions, and opportunities for connection, including exclusive access to in-person events and our annual retreat, among others. Although both offerings are designed for U/HNW women wealth holders, our membership requires a selection process with minimum investable assets criteria. Please contact us at [email protected] for more details.

  • WHAT MAKES THE ONLINE COURSE SPECIAL?

    Once you buy the Foundations of Finance course, you will also be joining a group of women with whom you can share, support and learn. By becoming more engaged with your investments and how they are managed, and having a deeper understanding of what your wealth can do, you will be part of a powerful movement where women are stepping into their power as investors.