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.

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, 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

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