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Portfolio Management Fundamentals Course Overview

This course offers a guide to understanding portfolio management—what it is as a process and what portfolio managers do in their roles. 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 is a traditional versus non-traditional portfolio manager, 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 do in their roles by examining how portfolios are constructed, discussing how client mandates are formed, and lastly, 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 include:
  • What Is Portfolio Management
  • Portfolio Manager Profiles
  • Traditional versus Non-Traditional Portfolio Management
  • Portfolio Construction
  • Understanding Client Risk Profiles
  • How Fund Performance is Measured

Portfolio Management Fundamentals Learning Objectives

After completing this course, you will be able to:
  • Describe what portfolio management is as an activity, and be able to articulate what a portfolio manager does and how this role differs from other popular capital markets roles (ex., equity research, sales & trading)
  • Characterize traditional versus non-traditional asset managers in terms of their stakeholders, risk tolerance, and investment goals
  • Explain the portfolio construction process and how each of the parties – stakeholders (investors), board of directors, and portfolio managers – are involved.
  • Articulate how client risk profiles impact portfolio construction.
  • Illustrate how fund performance is analyzed and measured by explaining the core concepts of performance attribution and performance versus benchmark at the portfolio manager level.

Who Should Take This Course?

This introductory 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.

Portfolio Management Fundamentals

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Level 1

Approx 1.5h to complete

100% online and self-paced

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This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Capital Markets & Securities Analyst (CMSA®) Certification
Portfolio Management Fundamentals is part of the Capital Markets & Securities Analyst (CMSA®) certification, which includes 42 courses.
  • Skills Learned Trading strategies used in the finance and capital markets
  • Career Prep Work in capital markets, whether on the buy-side or the sell-side

Learner Reviews

This course is short and sweet. I highly recommend this to investment officials who are aspiring to be portfolio managers. This is a very good foundation course.

Agostinho Maia

Excellent Introductory Course
The course eases someone new nicely into the subject. I expected the course to be highly mathematical and abstract. But to my pleasant surprise, the instructor was highly engaging and practical!

Teboho Qholosha

Portfolio Management
The course is well structured and explained.

Joel Johny

delivery of info is concise and simple to understand
nothing to really share besides the fact that the platform is simple to use and well organized

Mohammed Faiz

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Frequently asked questions

What are the requirements to take the courses?
All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements
Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
Are there any additional fees or costs?
None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.
What currency are your courses priced in?
All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.
How do I earn my certificates?
Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.
How are the exams conducted?
Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.
More Questions?
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