Portfolio Management and Duration - Online

This course covers diversification, tax issues, duration, risk tolerance, market timing, estate planning and dollar cost averaging - investment vehicles and concepts that lie at the heart of developing an investor profile and implementing successful wealth management strategies.

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.

Available TodayOnlineUSD$60.00
Instructional Method:
Self-Study
Level: Basic
CPE Credits: 1

New private bankers, new wealth advisors, brokers who are going to cover broader wealth solutions, portfolio managers and other Product Specialists requiring an in-depth overview of wealth management, and individuals working in the finance arena
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
Portfolio Management and Duration
  • Defining duration
  • Immunizing a portfolio
  • Duration of stocks
  • Mixing duration
  • Duration and risk