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Overview

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 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 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.

Portfolio Management Fundamentals is a core course of CFI’s CMSA® program

CFI’s Capital Markets & Securities Analyst (CMSA)® program covers all the foundational, 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.

Who should take this CMSA® 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

Get Started

Level 1

Approx 1.5h to complete

100% online and self-paced

Subscribe to get access to CMSA and other programs

From $497/year

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Become a certified All Capital Markets & Securities Analyst (CMSA)® Courses

Portfolio Management Fundamentals is part of the Capital Markets & Securities Analyst (CMSA)® certification, which includes 36 courses.

All Capital Markets & Securities Analyst (CMSA)® 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

Path to certification

Prep courses

6 courses from beginner to intermediate level.

01 Optional

Core courses

8 courses from beginner to intermediate level.

02 Required

Elective courses

21 courses in advanced and intermediate levels.

03 Required

Get certified

Submit your CMSA® checklist and order your certificate.

04 Required

Join our community

Get access to the Global Corporate Finance Society.

05 Optional

How the certification works

Capital Markets & Securities Analyst (CMSA)® courses are offered 100% online, allowing you the flexibility to start the Capital Markets & Securities Analyst (CMSA)® program anytime and learn when it’s most convenient for you.

The program is a part of the All Access Subscription, which includes all programs and courses.

CFI courses are designed by instructors with over 21 years of financial analyst training experience.

Students must complete all core and 7 elective courses (13 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified (CMSA)® Certification will be emailed to you.

What our students say

nice
nice

Roshan Jha

great
This course provides an informative overview an portfolio management and gives a slight insight on mathematical approaches

Auron Illing

Quick and concise
The course was quick and concise, with very specific examples so the student can understand the topics and their details.

Konstantinos Lekkas

-
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Jinkang Chen

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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?
You can view more detailed information through our Help Center or Email us and we'll be happy to answer any of your questions
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