Portfolio Management CFA L1

Introduction

This preparatory course equips an aspiring learner with the critical framework and context for various Level I study sessions. Care has been taken to cover equities, fixed income, derivatives, and alternative investments.

Objective

This course equips an aspiring learner with the critical framework and context for various Level I study sessions. Care has been taken to cover equities, fixed income, derivatives, and alternative investments.

Benefits

Taking this course will enable students to complete the preparation of this subject in a week. Furthermore, this course helps to create a base for understanding portfolio management for Levels II and III.

Topics Covered

Portfolio Management-An overview:

  • Introduction to Portfolio Theory
  • Types of Investors
  • Portfolio Management Process
  • Mutual Funds vs Pooled Investments 

Risk Management-An Introduction:

  • An introduction to Risk Management

Portfolio Risk and Return(Part 1):

  • Measures of Return-1
  • Measures of Return-2
  • Portfolio Risk Characteristics 
  • Efficient Frontier 

Portfolio Risk and Return(Part 2):

  • Portfolio of Risky and Risk-Free Asset
  • Capital Allocation Line(CAL) and the  Capital Market Line (CML)
  • Calculate and Interpret Beta
  • Introduction and Application of CAPM and SML

Basics of Portfolio Planning and Construction:

  • IPS
  • Principles of portfolio construction

 

 

Intended Participants

  • Students who have enrolled for CFA Level I examination
  • Those who wish to create a strong base for CFA Level II & III

Summary

  • 18 Videos
  • 3+ Hours of Content
  • 3+ Supplementary Study Materials

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