Description
Meeyeon Park & Mark R – CFI Education – Portfolio Management for Retail Clients download, Meeyeon Park & Mark R – CFI Education – Portfolio Management for Retail Clients review, Meeyeon Park & Mark R – CFI Education – Portfolio Management for Retail Clients free
Meeyeon Park & Mark R – CFI Education – Portfolio Management for Retail Clients
Portfolio Management for Retail Clients
This course is a deep dive into portfolio management for the retail client — this means individuals and families that have wealth to invest in, not corporations with funds to earn returns on. We take you through the basics of a retail portfolio manager’s (PM) role, explaining PM approaches, how to draft an investment policy statement (IPS), and some of the typical methods PMs use to manage portfolios. After this, we put you in the role of PM and give you the chance to practice key skills that a retail PM would need to demonstrate on a regular basis. If you have an interest in becoming a licensed PM, this is a great place to start.
Overview
Portfolio Management for Retail Clients Overview
Being a portfolio manager is not only reserved for the institutional advisor. There is an equally challenging and in-demand role on the retail side, where portfolio managers invest the funds of individuals and families. Learn the fundamentals of this career path and apply some of the key technical skills you will need to master through our portfolio simulations.
Portfolio Management for Retail Clients Learning Objectives
Upon completing this course, you will be able to:
Distinguish the difference between institutional versus retail portfolio management
Understand the four key terms used to describe portfolio managers’ approaches to investing
Draft an investment policy statement (IPS) given an example client profile
Explain four methods that portfolio managers commonly use to manage client portfolios
Who Should Take This Course?
This course is for anyone interested in pursuing the portfolio manager designation in the wealth management field, as well as anyone who wants a deeper understanding of how to invest and maintain their investment portfolio.
What you’ll learn
Introduction
Course Introduction
Downloadable Materials
What is Retail Portfolio Management
Retail vs. Institutional Portfolio Management
Portfolio Manager Approaches – Part 1
Portfolio Manager Approaches – Part 2
Investment Policy Statements (IPS)
Developing an Investment Philosophy
Drafting an Investment Policy Statement (IPS) – Part 1
Drafting an Investment Policy Statement (IPS) – Part 2
IPS Exercise
Managing Portfolios
Model-based Approach
How to Use Models – Part 1
How to Use Models – Part 2
Applications for Retail PM
Downloadable Files
Equity Model Overview
Equity Model Initial
Equity Model Later
Portfolio Overview
Portfolio Allocations
Portfolio Strategic Target
Portfolio Fixed Income Tilt
Portfolio Equity Tilt
Conclusion
Course Summary
Qualified Assessment
Qualified Assessment
What our students say
Great examples
Great example, compact and fun.
Shyashree Chatterjee
Fun and Engaging
Very informative, fun and engaging course material.
Tharindu Nalaka
