Updating Portfolio Management Skills

Online Learning
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Average: 3.3 (343 ratings)


Source: CFA Institute



This portfolio management course updates fundamental portfolio management theory and practice to match the level of sophistication of today’s practitioners. It is based on a selection of articles by some of the investment industry’s most influential thinkers as well as leading investment practitioners.

This course is for the portfolio manager, aspiring portfolio manager, wealth manager, or pension plan manager. It is not intended as a beginner’s guide to portfolio management.

The course includes eight lessons, each of which contains assigned readings and five self-test questions. You must answer correctly three of the five self-test questions in each lesson before you can move on to the next one.

Asset Allocation and Modern Portfolio Theory

1.    Fundamentals of Portfolio Management Revisited
2.    Asset Allocation Revisited

Risk Management

3.    The Psychology and Sociology of Investing
4.    Illiquid Assets
5.    Skulls, Financial Turbulence, and Risk Management

Portfolio Management

6.    The Changing Landscape of Portfolio Management
7.    The Use and Misuse of Models in Investment Management


8.    Ethics in the Asset Management Industry

The estimated time for completion of each lesson is 30-60 minutes; the course is expected to take approximately 5 hours to complete. A certificate of completion can be accessed and downloaded from the Learning History tab.

Select the Launch button above to log in and access this course as well as your personal learning history for online courses.

This content is provided for continuing professional development purposes and is not intended to be used as a substitute for study for any CFA Institute candidate program.

US$0.00 Member | US$0.00 Candidate | US$0.00 Nonmember
Credits · About the CE Program
7.5 CE (including 0.5 SER) Manage CE Credits

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