Asset Allocation

  • Level: Beginner
  • Duration: 3.3 hours  
  •  Access: Lifetime
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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.

  • This course is only suitable for desktop use.

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 a professional asset allocation certificate

Gain Industry Knowledge and a Certification

 Access your learning wherever you are. 
 Test your knowledge throughout each tutorial with
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

Many examination bodies now mandate annual training, with some requiring alumni to complete up to 35 hours a year.

To support learners, Intuition Now works with key accrediting bodies including the Association of Chartered Certified Accountants and the Chartered Institute of Management Accountants to ensure our learning materials can be used to meet your CPE requirements.
This asset allocation course is an ACCA accredited courseThis asset allocation course is accredited by CIMA