Course Category

Online Professional Certificate in Portfolio Management

Portfolio managers around the world face greater challenges than ever before. Conventional asset markets - money markets, fixed income and equities - continue to be buffeted by the ongoing effects of the credit crisis and economic uncertainty. At the same time the rationale for alternative investments has been called into question by the volatile performance of many new financial instruments and techniques. This Professional Certificate Program covers the entire field of qualitative and quantitative analysis, in both the equity and fixed income areas.

Obtain the prestigious New York Institute of Finance Professional Certificate to help you meet your professional and personal goals. The Professional Certificate Programs are comprehensive in scope and offer you a wide variety of courses to choose from. In addition, you will receive CPE credits to insure you are keeping up to date with your professional requirements.

All courses must be completed within one year with a score of at least 70% in each module.

• Define portfolio management and the portfolio management process
• Identify institutional investors and their specific characteristics
• Identify different types of investment instruments used by institutional investors
• Apply the Five-Way Model to analyze and understand prospective clients and their needs
• Determine how much risk an individual can assume by examining portfolio goals
• Compare and contrast different types of money market funds, and discuss the specific advantages and disadvantages of each
• Apply four basic measures to determine the accuracy of stock prices.
• Apply the concept of discounted cash flow, or compound interest, to bond valuation
• Explore strategies for deciding what bonds to buy
• Identify the four theories that explain the shape of typical bond yield curves
• Calculate corporate value
• Discuss how diversifying a portfolio can reduce its risk. Explain how risk and return vary for different combinations of assets, leading to the development of the efficient frontier.
• Describe the investor suitability criteria that a fund manager should consider before integrating alternative investments into a portfolio.
• Distinguish between value investing and growth investing
• Explain the importance of risk adjustment when comparing one portfolio to another. Distinguish between Sharpe's ratio and Treynor's ratio. Discuss performance attribution analysis. Recognize the significance of Global Investment Performance Standards (GIPS).
• Know basic concepts in financial planning
• Build a finance portfolio suiting your needs
• Understand asset securitization and its process and the different entities involved in securitization
• Assess the risks associated with duration
• Differentiate between systematic and unsystematic risk
• Understand how to diversify among asset classes in a portfolio.
• Implement asset allocation decisions for a portfolio.
• Evaluate cash flows at various points in time
• Gain an insight into basic financial measures such as current yield, yield-to-maturity, and total return analysis
• Understand the concepts of volatility and correlation in financial asset prices