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Fixed Income Portfolio Management
Learn how to construct and manage fixed income portfolios using the latest tools and techniques.
CPE Credits: 7
This course is a component of the Portfolio Management Professional Certificate.
Prerequisite knowledge:
- Intermediate MS Excel skills
- Basic probablility and statistics
- Familiarity with fixed income instruments and concepts (e.g. forward rates, duration, convexity, etc.)
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To make it even easier to learn, you can finance your program through Affirm.
Loans offered through Affirm are available in the U.S. and Canada.
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Easy monthly payments
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Flexible payments
Pay your monthly bill using a bank transfer, check, or debit card.
Module 1: Review of Fixed Income Concepts
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Fixed income arithmetic
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Fixed income instruments
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Term structures of rates and yields
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How are bonds traded?
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Fixed income risk: Duration and Convexity
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Corporate bonds: Credit risk
Module 2: Passive Fixed Income Portfolio Management
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Fixed income indexes
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Index funds and replication techniques
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Tracking error minimization
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Cash flow matching
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Immunization techniques
Module 3: Active Fixed Income Portfolio Management
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Rate prediction strategies
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Yield curve strategies
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Interest rate scenario analysis
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Credit strategies
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Tactical allocation strategies
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Relative value strategies
Desk-Ready Skills
- Understand active and passive fixed income portfolio management strategies
- Understand the dynamic nature of the yield curve and its implications for portfolio management
- Correctly implement a variety of yield curve strategies
- Manage risks in a fixed income portfolio
Portfolio managers and support personnel, wealth managers and financial advisors.
Prerequisite knowledge:
- Intermediate MS Excel skills
- Basic probability and statistics
- Familiarity with fixed income instruments and concepts (e.g. forward rates, duration, convexity, etc.)