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.
Portfolio Management for Retail Clients
Level 2
Approx 2.5h to complete
100% online and self-paced
Get Recognized With CFI
See All Certification ProgramsWhat you'll learn
This Course is Part of the Following Programs
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.
- Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
- Career Prep Financial Planner, Investment Advisor, Portfolio Manager
What our students say
CFI is the best platform filled with professionals having subject expertise & teaching skills.
Yaseen Ghori
I love the topic is brought complex yet fun to learn
Arvin winatha
Great example, compact and fun. :)
Shyashree Chatterjee
Very informative, fun and engaging course material.
