Asset and Portfolio Management Certificate

Program Experience

Highlights and Key Outcomes

In the Asset and Portfolio Management Certificate program, participants will learn how to:

• Present asset and portfolio management strategies to investors
• Assess and choose the most effective asset products for investment portfolios
• Manage investment risks and prepare for interest-rate changes
• Use asset-pricing models to inform your investment decisions
• Diversify investments for maximum ROI

Online Course Modules

How it works
To earn our Asset and Portfolio Management certificate, learners must complete three education courses.

Fundamentals of Portfolio Management
Evaluate investment strategies and performance. Throughout this course, you’ll develop a strong understanding of risk-reward tradeoffs and the benefits of portfolio diversification. You’ll also learn about the fiduciary duty of an investment advisor, transnational regulation, financial intermediaries, and the regulation of mutual funds.
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Investment Products
Optimize portfolios by integrating asset and investment products. Through this online investment course, you’ll learn about equity asset management, derivatives, commodities, mortgage-backed securities, and other financial products. You’ll also learn the difference between open-ended mutual funds and exchange-traded funds while discovering how investors prepare for interest rate fluctuations.
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Asset Allocation
This course equips you with different portfolio strategies and risk-management tools. You’ll analyze theoretical frameworks of modern portfolio theory (MPT) and the capital asset-pricing model (CAPM) while exploring how to apply multi-factor asset-pricing models. Real-life examples are used to discuss asset allocation models, long- versus short-term considerations and portfolio attribution analysis.
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