Portfolio Management Professional Certificate: Online

New York Institute of Finance

ITEM ASMA0204x

Self Paced Course

Available Now
Online

$1,394.00

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Online

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35 Hours

language

English

school

Professional


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17

Portfolio Management Professional Certificate: Online

This course helps develop core competencies in portfolio management. Students will learn how to conduct portfolio performance measurement and attribution and review portfolio strategies for a variety of asset classes including fixed income, equity, and alternatives.

Prerequisite knowledge:

  • Intermediate MS Excel skills
  • Basic probability and statistics
  • Familiarity with fixed income instruments and concepts
  • Familiarity with equity valuation concepts


CPE Credits: 35 -
The complete list of CPE courses can be found here.

Program Details (NASBA) View
Program Level Professional
Prerequisites Intermediate MS Excel skills, Basic probability and statistics, Familiarity with fixed income instruments and concepts,Familiarity with equity valuation concepts
Advance Preparation No advance preparation required.
Recent Revision Date November 27, 2017
Instructional Delivery Method QAS Self Study
Field of Study Finance

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Duration : 15 Minutes

Duration : 7 Hours

  • M01: REVIEW OF FIXED INCOME
  • Fixed income arithmetic
  • Fixed income instruments
  • Term structures of rates and yields
  • How are bonds traded?
  • Duration and Convexity
  • Corporate bonds and credit risk
  • M02: PASSIVE FIXED INCOME PORTFOLIO STRATEGIES
  • Fixed income indexes
  • Index funds and replication techniques
  • Tracking error minimization
  • Cash flow matching
  • Immunization techniques
  • M03: ACTIVE FIXED INCOME PORTFOLIO STRATEGIES
  • Rate prediction strategies
  • Yield curve strategies
  • Interest rate scenario analysis
  • Credit strategies
  • Tactical allocation strategies
  • Relative value strategies

Duration : 6 Hours

  • M01: REVIEW OF EQUITY VALUATION TECHNIQUES
  • Importance and quality of earnings
  • Present value models
  • Multiples based valuation
  • Asset-based valuation models
  • Industry and company analysis
  • M02: EQUITY STRATEGIES
  • Structuring an equity portfolio
  • Use of indexes
  • Hedging with options
  • Short selling
  • Growth strategies
  • Value strategies
  • M03: MODERN PORTFOLIO THEORY
  • Systematic vs. Idiosyncratic Risk
  • Diversification
  • Deriving beta
  • Performance measurement and attribution

Duration : 7 Hours

  • M01: Hedge Fund Overview
  • M02: Hedge Fund Investment Strategies
  • M03: Analyzing Hedge Funds
  • M04: Hedge Fund Industry Infrastructure
  • M05: Hedge Fund Industry Trends and Challenges
  • Module 4: Mortgage Pass-through Securities

Duration : 8 Hours

  • M01: Course Objectives and Overview
  • M02: The Capital Markets
  • M03: Statistical Tools for Portfolio Management
  • M04: Risk and Risk/Return Measurement
  • M05: Analyzing Portfolio Performance
  • M06: The Investment Decision Making Process

Duration : 6 Hours

  • M01: Mutual Fund Overview
  • M02: Hedge Fund Overview
  • M03: Private Equity Overview
  • M04: Exchange Traded Funds
  • M05: Retirement and Estate Planning
  • M06: Managing the Client

Duration : 1 Hour