Portfolio Management I

New York Institute of Finance

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Self Paced Course

Available Now
Online

$489.00

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Online (Self-paced)

update

7 Hours

language

English

school

Introductory

Virtual Series Course

Available Now
Virtual (Part-Time)

$489.00

video_library

Online (Self-paced)

update

7 Hours

language

English

school

Introductory


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17

Portfolio Management I

This introduction to portfolio management theory lays out the different types of investor characteristics and their implications for portfolio construction. This series also teaches the basics of fixed income, equity, and money market securities.

CPE Credits: 7 - The complete list of CPE courses can be found here.

Program Details (NASBA) View
Program Level Intermediate
Prerequisites This course has no prerequisites
Advance Preparation No advance preparation required
Recent Revision Date October 6, 2014
Instructional Delivery Method QAS Self Study
Field of Study Management Advisory Services

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Duration : 1 hour

  • The portfolio management process
  • Types of institutional investors

Duration : 1 hour

  • Five way model
  • Risk and the individual investor: an examination of portfolio goals
  • Individual vs. institutional investors

Duration : 1 hour

  • Different types of money market funds
  • Advantages and disadvantages of different types of money market funds
  • Government treasury bills including bank discount basis and bond equivalent yields
  • Selecting investment vehicles based on the needs of a hypothetical client

Duration : 1 hour

  • Characteristics of long-term debt instruments
  • Key terms related to the bond market
  • Assessing the utility of different debt instruments

Duration : 1 hour

  • Compare and contrast methods for valuing equities
  • Dividends, earnings and assets
  • Identifying attractive equities for investment

Duration : 1 hour

  • The role of risk in portfolio management
  • Relationship between risk and return
  • Risk measurement techniques

Duration : 1 hour

  • Alternative strategies
  • Rebalancing a portfolio
  • Methods for evaluating portfolio returns
  • Assessing client satisfaction with risk/return balance