Asset Allocation
-
Level: Beginner
-
Duration: 3.3 hours
-
Access: 1 Year
Write your awesome label here.
In this course you will learn the key elements of asset allocation for investors and portfolio managers, including the difference between strategic asset allocation and tactical asset allocation.
Course Features
#1 Shareable Certificate
Earn a certificate upon completion.
#2 100% Online Learning
Start straight away and learn at your own pace.
#3 Beginner Level
This course is suitable for anyone looking to learn about asset allocation.
#4 Course Duration
Tutorial time of 3.3 hours.
#5 Accepted for CPE
Many of the tutorials in this course are accepted for CPE by some of the world's largest financial associations.
What You Will Learn
1. An Introduction
- Topic 1: Basics of Asset Allocation
- Topic 2: Portfolio Diversification
- Topic 3: Asset Allocation Strategies
2. Strategic Asset Allocation (SAA)
- Topic 1: Overview of Strategic Asset Allocation (SAA)
- Topic 2: Portfolio Balancing
3. Tactical Asset Allocation (TAA)
- Topic 1: Overview of Tactical Asset Allocation (TAA)
- Topic 2: Measuring & Evaluating TAA Strategies
4. Asset Allocation - Scenario
- Topic 1: Scenario

Gain Industry Knowledge and a Certification
Access your learning wherever you are.
Test your knowledge throughout each tutorial with
regular review questions.
regular review questions.
End each tutorial with a short, graded test designed to enhance knowledge retention.
Gain a shareable professional certification.
Meet Your CPE Requirements

