Portfolio Management and Duration - Online

In this module you will learn about duration and see how various investments pan out over different periods of time.

This course replicates the content from Lesson 2 of Wealth Management - Online

This is an asynchronous eLearning course that can be accessed 24/7 from any internet enabled computer. Subscription period for this course is 90 days.


New private bankers, new wealth advisors, brokers who are going to cover broader wealth solutions, new portfolio managers and private investors.
Students will be able to:
  • Define duration to determine the validity of an investment strategy
  • Understand the factors that immunize a portfolio
  • Understand how to mix duration to meet clients' investment objectives
  • Assess the risks associated with duration
  • Differentiate between systematic and unsystematic risk
"It was systematically explained and I could able to grasp the ideas and concept being taught."
  • Investor Profiling - Online
  • Introduction to Portfolio Risk - Online
  • Asset Allocation and Taxation - Online
  • Portfolio Theory: Risk and Return - Online
  • Portfolio Theory: Portfolio Monitoring - Online
  • Portfolio Management and Duration
    Topics covered include:
    • Defining duration
    • Immunizing a portfolio
    • Duration of stocks
    • Mixing duration
    • Duration and risk
    Duration: 1 hour

                                Powered by NYIF