Special Launch

LIMITED TIME ONLY. Use code: EARLYBIRD30 and get 30% off

Regular Price £600.00 - Buy now for £420.00

Course curriculum

    1. Handout

    2. Glossary

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

    4. Video 2. Essential terminology. Debt and Equity

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

    6. Quiz 1

    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 signature self-led Online Course

MEET THE INSTRUCTOR

AUNNIE PATTON POWER

Aunnie Patton Power is a former investment banker, turned impact investor and university lecturer. 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.

Meet Aunnie Patton Power

“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 community individuals the opportunity to get together with Aunnie Patton Power, The Beam’s Academic Director to coordinate engaging conversations with peers. Here, you will be able to address any of your financial questions, life events or global market activity.

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

  • WHAT SETS THESE COURSES APART FROM THE 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 membership offers an elevated in-depth experience that combines advanced courses, coaching circles, one-on-one expert sessions, and opportunities for connection, including exclusive access to in-person events and our annual offsite 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 THESE ONLINE COURSES SPECIAL?

    Once you buy the Foundations of Finance and Investing course, you will also be joining a like-minded group of women who can share, support and learn from one another. By becoming more engaged with how your investments are managed and having a deeper understanding of what your wealth can do, you will be part of a powerful movement that is helping the finance industry better serve women’s needs.