Name: Key Consideration in Portfolio Management
Price: 99 CAD
Rating: 4.6 (9 reviews)

What You'll Learn

check_circleUnderstand core portfolio management concepts.

check_circleDistinguish between passive and active management styles.

check_circleMeasure investment performance and key risks.

check_circleApply asset allocation strategies effectively.

check_circleEvaluate security selection methods for client needs.

check_circleImplement portfolio monitoring and rebalancing.

About This Course

Unlock the essentials of sound financial planning with "Key Consideration in Portfolio Management," a comprehensive course designed to equip you with the knowledge and strategies for effective portfolio construction and oversight. This program delves into the critical factors that shape investment outcomes, from understanding diverse investment vehicles to navigating market dynamics.

You will learn to:

Differentiate between passive and active management strategies, including the characteristics and applications of index funds versus actively managed funds.
Grasp the profound impact of asset allocation on portfolio returns, exploring how choices in stocks, bonds, and cash equivalents predominantly determine investment success.
Master key calculations for evaluating investment performance, such as total return, real rate of return, and risk-free rate of return, ensuring a clear picture of profitability.
Identify and mitigate various forms of risk—systemic, non-systematic, inflation, political, liquidity, business, interest rate, foreign exchange, and default risk—to safeguard and optimize portfolio stability.
Utilize critical risk measurement tools like variance, standard deviation, and Beta to quantify and manage portfolio volatility and market sensitivity.
Understand the significance of Alpha and correlation in assessing portfolio performance and constructing diversified portfolios.
Explore different portfolio management styles, including growth, value, and sector rotation, along with specialized fixed-income strategies.
Navigate the comprehensive portfolio management process, covering objective setting, policy statement design, asset allocation, security selection, ongoing monitoring, performance evaluation, and rebalancing.

By the end of this course, you will possess the analytical skills and strategic insights necessary to confidently manage investment portfolios, making informed decisions that align with client objectives and market opportunities.

Your Instructor

PNC Learning

2x Award Winning Commercial Insurance Broker

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star330 reviews

Founder and CEO of PNC Learning (a wholly owned LearnDay subsidiary), one of Canada’s leading independent providers of pre-licensing and accredited continuing education courses for insurance professionals. https://courses.pnclearning.com With programs currently in use by thousands of students and at some of the largest insurance brokerages across Canada, Jacques has deep experience in successfully launching and marketing new e-Learning programs for the fitness industry, financial services, and other regulated industries. With a technical background, his expertise in e-Learning includes content creation, sales & marketing, and everything required to bring a new e-Learning program to market from the ground up.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.6

Student's Choice

9 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.