Prepare for CFA Level 1: Portfolio Management and Strategy

О курсе

Build practical skills in portfolio management by learning how to construct, analyze, and optimize investment portfolios using frameworks from a portfolio management course.This course helps you apply investment analysis and portfolio management concepts to real-world financial portfolios. You will begin with portfolio risk and return, analyzing historical returns, risk measures, and diversification principles. Next, you will study modern portfolio theory, including efficient frontier, capital allocation line, and optimal portfolio selection. You will also learn capital market theory, CAPM, beta calculation, and the security market line to evaluate expected returns. The course then focuses on portfolio performance evaluation using metrics such as Sharpe ratio, Treynor ratio, and Jensen’s alpha. You will understand how asset management firms and portfolio management services operate, including active vs passive strategies. In later modules, you will build investment policy statements, define asset allocation strategies, and apply behavioral finance concepts. The course concludes with risk management frameworks, including risk identification, measurement, and mitigation techniques. By the end, you will: • Analyze portfolio risk, return, and diversification strategies • Apply CAPM, beta calculation, and efficient frontier concepts • Evaluate portfolio performance using Sharpe ratio and metrics • Construct investment portfolios using asset allocation frameworks This course is ideal for finance students, aspiring analysts, investment professionals, and anyone interested in portfolio Management Start building your expertise and make smarter investment decisions in evolving markets. Disclaimer: This course is an independent educational resource developed by Board Infinity and is not affiliated with, endorsed by, sponsored by, or officially associated with CFA Institute or any of its subsidiaries or affiliates. This course is not an official preparation material of CFA Institute. All trademarks, service marks, and company names mentioned are the property of their respective owners and are used for identification purposes only.

Навыки, которые вы освоите

Учитесь у экспертов

Board Infinity

Instructor