This module will start by explaining the portfolio management process, then describe the different types of investors and the investment instruments they use. It will be concentrating on only one type of investor: the institutional investor. This course replicates the content from module 1 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
September 17, 2014
Instructional Delivery Method
QAS Self Study
Field of Study
Management Advisory Services
Learn now pay later with
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.
Define portfolio management and the portfolio management process
Identify institutional investors and their specific characteristics
Identify different types of investment instruments used by institutional investors
Junior portfolio managers, money managers, research analysts, individual and institutional investors, private bankers and financial advisors, research staff of pension boards and plan sponsors.