Portfolio Management

  • Level: Intermediate
  • Duration: 6.4 hours  
  • Access: 1 Year
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Describe mean-variance analysis (modern portfolio theory) and equilibrium models of asset pricing such as CAPM and APT, as well passive and active approaches to portfolio management.

  • 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 Intermediate Level

This course is suitable for anyone with basic knowledge of portfolio management.

#4 Course Duration

Tutorial time of 6.4 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. Capital Asset Pricing Model (CAPM)

  • Topic 1: Investment Basics
  • Topic 2: Investment Perspectives & Approaches
  • Topic 3: Investable Assets
  • Topic 4: Investment Risk & Return

2. APT & Factor Models

  • Topic 1: Calculating the Expected Return
  • Topic 2: Calculating Volatility (Risk)

3. Factor-Based Investing - Primer

  • Topic 1: Calculating the Risk/Return of a Portfolio
  • Topic 2: Portfolio Covariance
  • Topic 3: Portfolio Variance & Standard Deviation
  • Topic 4: Semivariance

4. Efficient Markets

  • Topic 1: Efficient Market Hypothesis (EMH)
  • Topic 2: Market Efficiency: The Evidence
  • Topic 3: Adaptive Markets Hypothesis

5. Portfolio Management - Passive vs. Active Approaches 

  • Topic 1: Passive Portfolio Management
  • Topic 2: Active Portfolio Management
  • Topic 3: Variations on Active/Passive Portfolio Management

6. Portfolio Management - Behavioral Therapy 

  • Topic 1: Key Tenets of Behavioral Finance
  • Topic 2: Behavioral Portfolio Management in Practice

7. Investment Policy Statements

  • Topic 1: Overview of Investment Policy Statements
  • Topic 2: Key Elements of Investment Policy Statements

8. AI Applications - Wealth & Asset Management

  • Topic 1: Wealth & Asset Management Overview
  • Topic 2: Wealth Management
  • Topic 3: Asset Management
Gain a professional certification in portfolio management

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.