Portfolio Management
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Level: Intermediate
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Duration: 6.4 hours
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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.
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 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

