Certified Portfolio Analyst
4.8 /5- Offered byVSkills
Certified Portfolio Analyst at VSkills Overview
Duration | 12 hours |
Total fee | ₹3,499 |
Mode of learning | Online |
Credential | Certificate |
Certified Portfolio Analyst at VSkills Highlights
- Earn a certificate of completion from Vskills
- Get Lifelong e-learning access
Certified Portfolio Analyst at VSkills Course details
- Understand major portfolio management & risk concepts
- Learn the techniques to construct financial portfolios
- Become an expert in calculating asset values and integrating risk
- Learn investment policy and portfolio analysis
- Learn to measure investment performance
- The responsibility of a Portfolio analyst is to run all or part of a portfolio, with the goal of maximizing return
- A portfolio analyst is primarily involved in taking decision on a wide range of financial assets - from corporate bonds to stocks to currencies
- Portfolio Management as a career is considered one of the most desirable paths in the finance field and is one of the most exhilarating careers for a professional
- Vskills certification significantly improves the chances of getting the desired role and is an additional knowledge for the candidate
- The Certification helps in developing strong domain knowledge, focuses on details, inculcates deep investing and finance knowledge and helps develop requisite quantitative and legal skills
Certified Portfolio Analyst at VSkills Curriculum
Introduction to Portfolio Management
History of Portfolio Management
Necessity of Investment Policy
SEBI Regulations
Risks in Investment
Portfolio Management Process
Investment Policy
Types of Portfolios
Types of Investors
Client Profiling
Setting Goals and Prioritization
Gathering Data
Investment Objectives and Constraints
Capital Market Expectations
Forecasting Market Environment
Macroeconomic Variables
Forecasting Tools
Asset Allocation: Policies & Procedures
Portfolio Diversification
Asset Allocation Process
Types of Asset Allocation
Classes of Assets
Expected Long-Term Benchmark Portfolio Results
Capital Market Theory
Markowitz Model and Efficient Frontier
Capital Asset Pricing Model
Chaos Theory
Arbitrage Pricing Model
Portfolio Analysis
Components of Risk and Return
Measures of Risk
Systematic and Unsystematic Risk
Beta of a Portfolio
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Certified Portfolio Analyst