Course Access:
90-day course access from date of purchase
Time:
Self-study, self-paced
Instructor:
Meeyeon Park, CFI
Length/Duration:
1.5 hours
| About This Course |
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This course offers a
guide to understanding portfolio management—what it is as a process and what
portfolio managers do in their roles. By introducing concepts linearly and
logically, this course will first help you establish your knowledge of the
portfolio management process by focusing on the firm-side, answering questions
like – what is a traditional versus non-traditional portfolio manager, what are
their strategies, and what are their investment approaches? This knowledge will
enable you to understand how portfolio managers differ from three key
perspectives: stakeholders, risk tolerance, and investment goals. We then
understand what portfolio managers do in their roles by examining how
portfolios are constructed, discussing how client mandates are formed, and
lastly, demonstrating how a portfolio manager’s performance is measured. After
completing this course, you will have a better understanding of what one of the
most sought-after roles on the buy-side entails and be in a much more
well-informed position to gauge whether or not a career in portfolio management
might be for you.
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After completing this course, you will be able to:
- Describe what portfolio management is as an activity, and be able to articulate what a portfolio manager does and how this role differs from other popular capital markets roles (ex., equity research, sales & trading)
- Characterize traditional versus non-traditional asset managers in terms of their stakeholders, risk tolerance, and investment goals
- Explain the portfolio construction process and how each of the parties – stakeholders (investors), board of directors, and portfolio managers – are involved.
- Articulate how client risk profiles impact portfolio construction.
- Illustrate how fund performance is analyzed and measured by explaining the core concepts of performance attribution and performance versus benchmark at the portfolio manager level.
| Who Should Attend |
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This introductory
portfolio management course is perfect for anyone and everyone interested in
pursuing a career as a portfolio manager. Whether you are about to undergo your
first job search as a new graduate of an academic institution, or you are ready
to transition career paths after gaining professional work experience in a
related or unrelated field, this course will help you establish a strong
understanding of what portfolio management, what portfolio managers do, and
whether this career path could be a great fit for you.
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| About Our Expert |
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Meeyeon Park
Prior to joining CFI, Meeyeon lived in Toronto for ten years where she worked in traditional financial services roles such as investment banking and portfolio management. Before joining CFI, Meeyeon was on a mission to find a professional career that felt more tangible, meaningful, and impactful. In her search for more, she switched gears from investment banking and explored career paths in applied finance within a large global consumer corporation, and also consulted at an impact venture capital firm before finding the CFI team that brought her back to her home of Vancouver, BC.
Throughout her career, Meeyeon has always been grateful for having the amazing fortune of meeting the right people at the right time. Her early colleagues turned mentors and friends have been transformative to her development both professionally and personally, and she is in turn very passionate about supporting those around her. Meeyeon is a keen lifelong learner in every way and her passion to help young people acquire the skills and knowledge they need to succeed was a natural fit for CFI. As the VP of Private Wealth, Meeyeon brings real-world experience in capital markets and corporate finance to the FPWM program.
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| Continued Risk Learning Credits: 1.5 |
PRMIA Continued Risk Learning (CRL) programs provide you with the opportunity to formally recognize your professional development, documenting your evolution as a risk professional. Employers can see that you are not static, making you a highly valued, dynamic, and desirable employee. The CRL program is open to all Contributing, Sustaining, and Risk Leader members, providing a convenient and easily accessible way to submit, manage, track and document your activities online through the PRMIA CRL Center. To request CRL credits, please email [email protected].
| Registration |
| Membership Type |
Price |
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| Members |
$ 60.00 |
| Non Members |
$ 66.00 |
Access
Immediate access to the course is granted for 90 days after your purchase. Please complete the course within that time period.
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Support
For technical issues regarding course access, contact [email protected]
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