Programme Content
How it works To earn our Asset and Portfolio Management certificate, learners must complete three education courses.
Fundamentals of Portfolio Management Evaluate investment strategies and performance. Throughout this course, you’ll develop a strong understanding of risk-reward tradeoffs and the benefits of portfolio diversification. You’ll also learn about the fiduciary duty of an investment advisor, transnational regulation, financial intermediaries, and the regulation of mutual funds. Learn More »
Investment Products Optimize portfolios by integrating asset and investment products. Through this online investment course, you’ll learn about equity asset management, derivatives, commodities, mortgage-backed securities, and other financial products. You’ll also learn the difference between open-ended mutual funds and exchange-traded funds while discovering how investors prepare for interest rate fluctuations. Learn More »
Asset Allocation This course equips you with different portfolio strategies and risk-management tools. You’ll analyze theoretical frameworks of modern portfolio theory (MPT) and the capital asset-pricing model (CAPM) while exploring how to apply multi-factor asset-pricing models. Real-life examples are used to discuss asset allocation models, long- versus short-term considerations and portfolio attribution analysis. Learn More »
