There are unique opportunities and major issues faced by the Portfolio management industry. In the financial service industry, the portfolio management profession is one of the fastest growing areas. Portfolio management is the most effective way to implement strategic initiatives because it bridges the gap between strategy and implementation. This Certificate course will ensure that wealth advisors and managers understand the various assets and investment products currently There are unique opportunities and major issues faced by the Portfolio management industry. In the financial service industry, the portfolio management profession is one of the fastest growing areas. Portfolio management is the most effective way to implement strategic initiatives because it bridges the gap between strategy and implementation. This Certificate course will ensure that wealth advisors and managers understand the various assets and investment products currently available in the market. This portfolio management course will also explore the frameworks to measure investment performance, as well as the various measures of investment performance. After completing this course, you will be able to appreciate the details that go into the creation of investment portfolios.
Course Contents
Course Contents
This Portfolio Management course will teach participants the concepts of risk and expected return. This course will provide learners with the basic concepts and techniques used to construct financial portfolios. The portfolio management will learn about the investment process and get a very good understanding of economic, industry, and company analyses. The course will also look at the understanding and interpretation of major portfolio management and risk concepts. Also, students will learn how to measure performance of equity, bonds and hedge funds. Through this course, you will discover the basic concepts of Modern Portfolio Theory.
Certificate We send certificates to students within 24 hours of course completion. Students will be awarded the Portfolio Management Certificate Level 6.
Accreditation This Course Is Certified & Accredited By The CPD Accreditation Office.
Course Benefits At the end of this Certificate course, you will be awarded with a Certificate in Portfolio Management Level 6, and will also be able to:
Utilize investment processes to actively manage a large-cap global sector portfolio in compliance with established SWIB investment guidelines and policies
Perform fundamental business model assessment and valuation analysis of individual securities as part of a stock selection process
Effectively manage the risk parameters of the portfolio to meet SWIB’s tracking error and risk profile expectations
Evaluate performance attribution reports and risk reports Provide written and oral updates on the portfolio’s performance, risk profile, and current positioning.
Who is this course for? This course is open both to College-going, Graduates and Professionals interested in career advancement in portfolio management
This course is open to portfolio managers responsible for their firm’s investment portfolio
This course is open to individuals interested in working in the portfolio industry
Requirements There is no experience or previous qualifications required for enrollment on this course. It is available to students with little or no background in portfolio management will be an advantage for this course.
Learners should be ages 16 or over to undertake the qualification.
Good understanding of English language, numeracy are required to attend this course.
Duration
Duration
The course can be completed in a very short time, it totally depends on the life style of the learners. Also, there is no pressure on students to complete the course on fast mode, the course is valid for 12 months, so students can complete the course with complete peace of mind and with no pressure at all.
Entry Requirements
Entry Requirements
Progression
Progression
This training leads you to become a Portfolio manager, asset managers, Financial Advisor, Research analyst, Risk Manager, and so on. Also, skills in venture capitalism are of great value for progression in higher studies.
Career Path
Career Path
Course Delivery
Course Delivery
This is a self-study course, students have 100% freedom to complete the course, there is no time restriction on this course.
Payment Options
Payment Options
There is a number of options you can pay your fees. We accept bank transfer, Paypal payment, Sterling Cheques, Sterling Bank drafts, Master Card and Debit Card payments.
Tutor Support
Tutor Support
Once a student is registered we will allocate a UK-Based tutor to guide the student throughout his/her studies. The tutor will be available via email and via Virtual Learning Environment. The tutor will guide and support the students till the given assignments are complete and submitted