Portfolio Management Professional Certificate: Online
This course helps develop core competencies in portfolio management. Students will learn how to conduct portfolio performance measurement and attribution and review portfolio strategies for a variety of asset classes including fixed income, equity, and alternatives.
Prerequisite knowledge:
- Intermediate MS Excel skills
- Basic probability and statistics
- Familiarity with fixed income instruments and concepts
- Familiarity with equity valuation concepts
CPE Credits: 35 - The complete list of CPE courses can be found here.
| Program Level | Professional |
| Prerequisites | Intermediate MS Excel skills, Basic probability and statistics, Familiarity with fixed income instruments and concepts,Familiarity with equity valuation concepts |
| Advance Preparation | No advance preparation required. |
| Recent Revision Date | November 27, 2017 |
| Instructional Delivery Method | QAS Self Study |
| Field of Study | Finance |
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To make it even easier to learn, you can finance your program through Affirm.
Loans offered through Affirm are available in the U.S. and Canada.
Duration : 15 Minutes
Duration : 7 Hours
- M01: REVIEW OF FIXED INCOME
- Fixed income arithmetic
- Fixed income instruments
- Term structures of rates and yields
- How are bonds traded?
- Duration and Convexity
- Corporate bonds and credit risk
- M02: PASSIVE FIXED INCOME PORTFOLIO STRATEGIES
- Fixed income indexes
- Index funds and replication techniques
- Tracking error minimization
- Cash flow matching
- Immunization techniques
- M03: ACTIVE FIXED INCOME PORTFOLIO STRATEGIES
- Rate prediction strategies
- Yield curve strategies
- Interest rate scenario analysis
- Credit strategies
- Tactical allocation strategies
- Relative value strategies
Duration : 6 Hours
- M01: REVIEW OF EQUITY VALUATION TECHNIQUES
- Importance and quality of earnings
- Present value models
- Multiples based valuation
- Asset-based valuation models
- Industry and company analysis
- M02: EQUITY STRATEGIES
- Structuring an equity portfolio
- Use of indexes
- Hedging with options
- Short selling
- Growth strategies
- Value strategies
- M03: MODERN PORTFOLIO THEORY
- Systematic vs. Idiosyncratic Risk
- Diversification
- Deriving beta
- Performance measurement and attribution
Duration : 7 Hours
- M01: Hedge Fund Overview
- M02: Hedge Fund Investment Strategies
- M03: Analyzing Hedge Funds
- M04: Hedge Fund Industry Infrastructure
- M05: Hedge Fund Industry Trends and Challenges
- Module 4: Mortgage Pass-through Securities
Duration : 8 Hours
- M01: Course Objectives and Overview
- M02: The Capital Markets
- M03: Statistical Tools for Portfolio Management
- M04: Risk and Risk/Return Measurement
- M05: Analyzing Portfolio Performance
- M06: The Investment Decision Making Process
Duration : 6 Hours
- M01: Mutual Fund Overview
- M02: Hedge Fund Overview
- M03: Private Equity Overview
- M04: Exchange Traded Funds
- M05: Retirement and Estate Planning
- M06: Managing the Client
Duration : 1 Hour