This Introduction to Portfolio Management course aims to guide you through understanding what portfolio management is as a process and what portfolio managers do in-role. By introducing concepts linearly and logically, this course will first help you establish your knowledge of the portfolio management process by focusing on the firm-side, answering questions like – what are traditional versus non-traditional portfolio managers, what are their strategies, and what are their investment approaches. This knowledge will enable you to understand how portfolio managers differ from three key perspectives: stakeholders, risk tolerance, and investment goals. We then understand what portfolio managers in-role do by examining how portfolios are constructed, discussing how client mandates are formed, and last by not least, by demonstrating how a portfolio manager’s performance is measured.
After completing this course, you will have a better understanding of what one of the most sought-after roles on the buy-side entails and be in a much more well-informed position to gauge whether or not a career in Portfolio Management might be for you.
Topics explored:
After completing this course, you will be able to:
CFI’s Capital Markets & Securities Analyst (CMSA)® program covers all the basic, intermediate, and advanced topics about sales and trading, investment banking, and asset management. This program teaches you trading strategies used in the finance and capital markets industry. It is ideal for students who want to learn how to trade different asset classes. The program is completely online so that you can take it at your own pace, from anywhere in the world.
Common career paths for students who take the CMSA® are Sales & Trading, Asset Management, Wealth Management, Treasury, Risk Management, and other capital markets careers.
This Introduction to Portfolio Management course is perfect for anyone and everyone interested in pursuing a career as a Portfolio Manager. Whether you are about to undergo your first job search as a new graduate of an academic institution, or you are ready to transition career paths after gaining professional work experience in a related or unrelated field, this course will help you establish a strong understanding of what Portfolio Management, what Portfolio Managers do, and whether this career path could be a great fit for you.
Level 1
Approx 1.5h to complete
100% online and self-paced
Portfolio Management Fundamentals is part of the Capital Markets & Securities Analyst (CMSA)® certification, which includes 30 courses.
5 courses from beginner to intermediate level.
01 Optional8 courses from beginner to intermediate level.
02 Required17 courses in advanced and intermediate levels.
03 RequiredSubmit your CMSA® checklist and order your certificate.
Get access to the Global Corporate Finance Society.