Portfolio Theory: Portfolio Monitoring

New York Institute of Finance

ITEM ASMA0246

Self Paced Course

Available Now
Online

$89.00

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Online (Self-paced)

update

1 Hours

language

English

school

Introductory

Virtual Series Course

Available Now
Virtual (Part-Time)

$89.00

video_library

Online (Self-paced)

update

1 Hours

language

English

school

Introductory


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17

Portfolio Theory: Portfolio Monitoring

This module covers monitoring portfolio performance and understanding the progress your portfolio is making towards achieving of the goals and objectives of your organization. Identify actions that can be taken to rebalance a portfolio. Use different methods to evaluate portfolio returns. Assess whether your client's overall investment objectives have been met. This course replicates the content from module 7 of Portfolio Management I. 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.

CPE Credits: 1

Program Details (NASBA) View
Program Level Basic
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

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