The top 12 Portfolio Management courses you need to take

1. Investment and Portfolio Management

In this four-course Specialization, you’ll learn the essential skills of portfolio management and personal investing.\n\nAll investors – from the largest wealth funds to the smallest individual investors – share common issues in investing: how to meet their liabilities, how to decide where to invest, and how much risk to take on. In this Specialization, you will learn how to think about, discuss, and formulate solutions to these investment questions. You will learn the theory and the real-world skills necessary to design, execute, and evaluate investment proposals that meet financial objectives. You will begin with an overview of global financial markets and instruments that characterize the investment opportunities available to today’s investor. You will then learn how to construct optimal portfolios that manage risk effectively, and how to capitalize on understanding behavioral biases and irrational behavior in financial markets. You will learn the best practices in portfolio management and performance evaluation as well as current investment strategies. By the end of your Capstone Project, you will have mastered the analytical tools, quantitative skills, and practical knowledge necessary for long-term investment management success.\n\nTo see an overview video for this Specialization, click here!...

2. Portfolio and Risk Management

In this course, you will gain an understanding of the theory underlying optimal portfolio construction, the different ways portfolios are actually built in practice and how to measure and manage the risk of such portfolios. You will start by studying how imperfect correlation between assets leads to diversified and optimal portfolios as well as the consequences in terms of asset pricing. Then, you will learn how to shape an investor's profile and build an adequate portfolio by combining strategic and tactical asset allocations. Finally, you will have a more in-depth look at risk: its different facets and the appropriate tools and techniques to measure it, manage it and hedge it. Key speakers from UBS, our corporate partner, will regularly add a practical perspective on these different topics as you progress through the course...

3. Portfolio Selection and Risk Management

When an investor is faced with a portfolio choice problem, the number of possible assets and the various combinations and proportions in which each can be held can seem overwhelming. In this course, you’ll learn the basic principles underlying optimal portfolio construction, diversification, and risk management. You’ll start by acquiring the tools to characterize an investor’s risk and return trade-off. You will next analyze how a portfolio choice problem can be structured and learn how to solve for and implement the optimal portfolio solution. Finally, you will learn about the main pricing models for equilibrium asset prices. Learners will: • Develop risk and return measures for portfolio of assets • Understand the main insights from modern portfolio theory based on diversification • Describe and identify efficient portfolios that manage risk effectively • Solve for portfolio with the best risk-return trade-offs • Understand how risk preference drive optimal asset allocation decisions • Describe and use equilibrium asset pricing models...

4. Practical Project Portfolio Management

4.4

(796)

This course is a result of 25 years of consulting project and portfolio management experience, including Portfolio Management for large enterprise organizations. We will start this course with a brief overview of project portfolio manager's responsibilities and the role of portfolio management within the PMO. We will then focus on the key aspects of the portfolio management process. Additionally, we will examine the history of project portfolio management (PPM), the three pillars of PPM, the distinction between project management and project portfolio management, and why bad things happen when organizations fail to utilize project portfolio management. We will then study Agile project portfolio management, the necessary core values, agile project processes, and how they are different vs. a more traditional approach, and how to select the most appropriate approach depending on the situation. Why do companies like Apple, Microsoft, Procter & Gamble and Johnson & Johnson manage to deliver successful products to the markets year after year? And why do the majority of other organizations can't replicate their success no matter how hard they try? This workshop is dedicated to the complicated and somewhat enigmatic topic of delivering successful products and services to the marketplace by selecting the best projects for implementation, proper assessment of the company's throughput capacity and having a good grasp on project management...

5. CFA Level 1 Portfolio Management

4.3

(52)

Wouldn't it be great if studying for the CFA® exam was as easy as watching TV?With AnalystPrep video lessons, it is! Our video lessons follow the same pattern as the 57 readings from the curriculum, with the exception that we emphasize on the LOS - the learning objectives on which exam questions are based! Plus we add convenient mathematical examples throughout so that you are better prepared on the big day. Professor James Forjan, who has taught college-level finance classes for over 23 years, summarizes Level I of the CFA exam curriculum in 57 clear and simple videos. With a clear passion for teaching, Prof. Forjan has worked in the CFA exam preparation industry for decades after earning his charter in 2004. His resume includes: BS in accountingMSc in FinancePhD in Finance (minor in Economics and two PhD level classes in Econometrics)Has taught at different 6 universities (undergraduate and graduate-level Finance classes)Co-author of investment booksHas crafted, edited, updated, and upgraded a multitude of CFA exam type questions at all levelsAnd much more…This course includes: Videos covering each Portfolio Management reading (downloadable)Downloadable Powerpoint slides (in PDF format)In this video series, Professor James Forjan summarizes the CFA Level 1 Portfolio Management chapter. Prof. Forjan has taught undergraduate and graduate business classes for over 25 years and is a co-author on investment books. All of the important concepts from the CFA Level I Portfolio Management chapter are explained in details and include many questions examples. The answers file includes detailed explanations and the referring LOS. Learn from the #1 rated CFA & FRM preparation institution − AnalystPrep. The readings covered in this course are: Reading 48 - Portfolio Management: An OverviewReading 49 - Portfolio Risk and Return: Part IReading 50 - Portfolio Risk and Return: Part IIReading 51 - Basics of Portfolio Planning and ConstructionReading 52 -The Behavioral Biases Of IndividualsReading 53 - Introduction to Risk ManagementReading 54 - Technical AnalysisReading 55 - Fintech in Investment Management...

6. Project Portfolio Management (PPM) Essentials

4.2

(283)

This Course equips you with the essential knowledge and practical tools that you need to succeed in the practice of Project Portfolio Management (PPM). When your Board or Executive Management Team need high quality project portfolio decision support analytics and data visualisations you will know how to respond. Course materials were designed for and taught as a compulsory part of the Masters of Business in IT Management (MBITM) Program at the University of Technology, Sydney for over 10 years. Undertaking this Course can save you many tens of thousands of dollars in consulting and tuition fees! In addition to nearly 5 hours of video lecture presentations it provides practical demonstrations of how to do it using portfolio analytics and visualisation tools which have been developed and proven in practice over many years. A significant amount of the course is dedicated to explaining how Agile delivery and project portfolio management can best work together. The Course is highly practical. Students are provided with helpful and easy to use FREE templates and tools that they can take away and start using. The Course is divided into 8 sections: Welcome and OverviewIntroduction to Project Portfolio ManagementFrameworks, Models, Cycles and Standards (including the Global Management Standards and Scaled Agile Frameworks)Portfolio Intelligence: Data Analytics and VisualisationPortfolio GovernanceCommercial Portfolio Management ProductsProject Portfolio Management Toolkits, andAn educational game to practice and hone project portfolio mangement skills. You should take this course if you:  Sponsor, manage or participate in organisational change programs and projectsManage or perform a PMO functionAre an Executive or Manager at an organisation that undertakes a lot of projectsWant to improve your career opportunities in project management...

7. Project Management - Intro. to Project Portfolio Management

4.5

(54)

Welcome to an enlightening course led by Jamal, a highly experienced project and portfolio management consultant with 25 years of industry expertise. This course brings together Jamal's extensive knowledge and active involvement in project portfolio management (PPM) implementations across multiple companies. Throughout this comprehensive training, you will explore the fundamental concepts of PPM and gain valuable insights into its practical applications. Drawing from Jamal's wealth of experience, you will discover answers to the most common questions surrounding PPM, including how to deliver exceptional project results and the crucial distinctions between project management and project portfolio management. Additionally, the course will shed light on the potential pitfalls faced by companies that fail to embrace PPM. By delving into real-world scenarios and drawing on practical examples, Jamal will provide you with a holistic understanding of PPM and its significance in driving organizational success. You will learn valuable strategies and best practices to effectively navigate the complexities of managing project portfolios. Join us now to embark on an illuminating journey guided by Jamal, a recognized expert in the field of project and portfolio management. Gain the knowledge, insights, and practical tools needed to elevate your project management practices and enhance your ability to deliver successful project outcomes. Enroll today and unlock the power of project portfolio management to drive organizational excellence under the expert guidance of Jamal...

8. Investment Analysis & Portfolio Management with Python

4.4

(340)

Say hello to Financial Analysis done right. Become a PRO at Investment Analysis & Portfolio Management with Python. Apply robust techniques that are rigorously grounded in academic and practitioner literature using Python for Finance. Explore Python's robust modules including Pandas, NumPy, Matplotlib, Seaborn, and a whole lot more, working extensively with real world Finance data. Discover the simplicity and power of Python for Finance. Take command by creating your own functions, cleaning and wrangling real world data. Remove the guesswork by conquering the mathematics behind your own Investment Analysis & Portfolio Management process. Explore and master powerful relationships between stock prices, returns, and risk. Quantify and measure your investment risk, from scratch. Discover what your financial advisor should be doing to manage your portfolio - to manage your investments. While you do need to know how to code, there's no prior Finance knowledge required. We'll start you from the very basics, and build you to a financial analysis PRO, leveraging Python for Finance, thanks to:6 SECTIONS TO MASTERY (plus, all future updates included). Introduction: Understanding Investment Security Relationships & Estimating ReturnsExplore powerful relationships between risk, return, and price. Gain a solid command of the baseline fundamental law of Financial Analysis - The Law of One Price. Calculate stock returns for dividend and non-dividend paying stocks, manually. Download and work with real world data, and estimate stock returns on Python from scratch. Estimating Expected ReturnsEstimate expected returns using the average (mean) method. Create your own function on Python to automate the estimation of Expected Returns using the mean method. Estimate expected returns using 'state contingent weighted probabilities'. Take the analysis further by learning how to estimate expected returns using Asset Pricing Models including the Capital Asset Pricing Model (CAPM). You'll learn each approach theoretically AND practically, ensuring you fully understand why the formulas work the way they do. Understanding and Measuring Risk and RelationshipsEstimate the total risk of a stock manually and on Python. Estimate the market risk of a stock; again, manually and on Python! As a by-product of learning to measure the market risk, you'll also learn how to quantity the relationships between securities - something that will be a focal theme of portfolio management and investment / financial analysis. As with the expected returns, you'll learn to measure risk manually as on Python. Thanks to a solid understanding of why the equations work the way they do, you'll see how some defaults in Python's NumPy module can lead to inaccurate estimates. Measuring Portfolio Risk and ReturnEstimate the return of a 2 asset and multi-asset portfolio. Measure the risk of a 2 asset and multi-asset portfolio. Discover the 3 factors that influence / impact portfolio risk - 1 of which is more important than the other two combined! Explore how to calculate portfolio risk and returns on Python, from scratch. Exploring Diversification & OptimisationRisk reduction by diversification. Explore Optimal Diversification - identify the 'optimal' number of securities to hold. Optimise your portfolio weights to achieve a target expected return. Minimise your portfolio risk (mathematically) using robust financial analysis techniques, leveraging Python for Finance. Explore the power of Python's SciPy library to quickly and efficiently optimise your portfolios. Decomposing DiversificationInvestigate and explore why, fundamentally, diversification works for financial analysis / investment analysis. Rethink the way you measure the relationships between securities for financial analysis by extending the current measure. Explore precisely how and why the most important factor of risk influences / impacts portfolio risk. DESIGNED FOR DISTINCTIONWe've used the same tried and tested, proven to work teaching techniques that've helped our clients ace their exams and become chartered certified accountants, get hired by the most renowned investment banks in the world, and indeed, manage their own portfolios. Here's how we'll help you master financial analysis, take command of one of the most important concepts in Finance, and turn you into an Investment Analysis & Portfolio Management PRO: A Solid FoundationYou'll gain a solid foundation of the core fundamentals that drive the entire investment analysis and portfolio management process. These fundamentals are the essence of financial analysis done right. And form an integral part of Finance as a whole. Example WalkthroughsEvery major concept is taught with example question walkthroughs, so you can literally see how we analyse investments and conduct rigorous financial analysis, one step at a time. Loads of Practice QuestionsApply what you learn immediately with 150+ practice questions, all with impeccably detailed solutions. Cheat Sheets & ResourcesMathematical proofs, one page cheat sheets, workable. ipynb and. py Python code - all included. Say goodbye to information overload. Engage with carefully thought out, clutter-free, and engaging study materials that focus on the 20% finance fundamentals that drive 80% of the results. Easily follow through complex financial analysis concepts with great visuals that don't overdo it. Explore byte-sized lectures that don't cut corners - so you receive the right amount of information which will hold you in good stead wherever you go, whatever you move on to do. Finally understand why  the math works. Learn why we divide some variables by something, and multiply other variables by something else. Get past the painful approach of memorising countless equations. Not only will we rip apart each equation one variable at a time, we'll also give you mathematical proofs that show the equation's logic one step at a time. Save yourself time and effort by understanding why the equation works the way it does. Then go out and create your own equations, and redefine the way you conduct your own financial analysis. Watch your confidence grow. Apply what you learn immediately in example question walkthroughs and progressively challenging quizzes with impeccably detailed solutions. Engage with over 150 questions ranging from simple true and false ones to more complex problems that take you outside your comfort zone. Questions are relevant for Ivy League / Russell Group University students studying any core Finance / Financial Analysis course, as well as professionals studying for the ICAEW CFAB, ACA, ACCA, and CFA qualifications. All questions designed in-house, by Russell Group Distinction Tutors...

9. How To Effectively Manage a Property Portfolio

4.2

(87)

If you care for your own property or the property you manage for others, such as landlords (as a property manager or estate agent), this training course will help and assist you in your everyday tasks so that you can efficiently and successfully accomplish the tasks. Many landlord-tenant relationships are stressful, but they wouldn't have to be. A rental property owner who understands how to properly manage his rental property and responds quickly to genuine issues of his tenants will be rewarded with great tenants who stay. The objective is to keep your rental property in good condition and also to invest in upgrades and improvements on a continuous basis. In so doing, you will be able to meet your long-term financial goals while also realizing that being a landlord is a wonderful primary or additional income source. The most significant advantage of having a property managed is the sense of security it provides the owners. Landlords may take comfort in knowing that their property, deposit, and tenant are being protected by an independent third party. Property managers will handle and manage the day-to-day challenges that may emerge, which could be time consuming. Please be aware that this is a basic Introductory course...

10. Investment Analysis & Portfolio Management - Core Finance

4.5

(3,228)

Say hello to Financial Analysis done right. You'll master sophisticated investment analysis and portfolio management techniques that are rigorously grounded in academic and practitioner literature. Explore and master powerful relationships between stock prices, returns, and risk. Quantify and measure your investment risk, from scratch. Discover what your financial advisor should be doing to manage your portfolio - to manage your investments. Do all of this, and a whole lot more. manually, as well as on Excel® and Google Sheets, working with real world data. There's no prior knowledge required. We'll start you from the very basics, and build you to a financial analysis PRO thanks to:6 SECTIONS TO MASTERY (plus, all future updates included). Introduction: Understanding Investment Security Relationships & Estimating ReturnsUnderstanding powerful relationships between risk, return, and price. Intuitively explore the baseline fundamental law of Financial Analysis - The Law of One Price. Calculating stock returns for dividend and non-dividend paying stocks, manually. Downloading and working with real world data, and estimating stock returns on Excel® / Google Sheets. Estimating Expected ReturnsEstimating expected returns using the average (mean) method. Estimating expected returns using 'state contingent weighted probabilities'. Estimating expected returns using Asset Pricing Models including the Capital Asset Pricing Model (CAPM). You'll learn each approach theoretically AND practically, ensuring you fully understand why the formulas work the way they do, and that you're able to download relevant data and conduct the initial financial analysis by computing expected returns for any stock you want. Understanding and Measuring Risk and RelationshipsEstimating the total risk of a stock. Estimating the market risk of a stock. As a by-product of learning to measure the market risk, you'll also learn how to quantity the relationships between securities - something that will be a focal theme of portfolio management and investment / financial analysis. As with the expected returns, you'll learn to measure risk manually as well as on Excel® / Google Sheets. Thanks to a solid understanding of why the equations work the way they do, you'll see how Google Sheets can get things wrong, and what you can do to make sure you conduct financial analysis without incorrect / inaccurate estimates. Measuring Portfolio Risk and ReturnEstimating the return of a 2 asset and multi-asset portfolio. Measuring the risk of a 2 asset and multi-asset portfolio. Discover the 3 factors that influence / impact portfolio risk - 1 of which is more important than the other two combined! Exploring Diversification & OptimisationRisk reduction by diversification. Exploring Optimal Diversification - Number of Securities to HoldOptimising portfolio weights to achieve a target expected return. Minimising your portfolio risk (mathematically) using robust financial analysis techniques. Decomposing DiversificationInvestigate and explore why, fundamentally, diversification works for financial analysis / investment analysis. Rethink the way you measure the relationships between securities for financial analysis by extending the current measure. Explore precisely how and why the most important factor of risk influences / impacts portfolio risk. DESIGNED FOR DISTINCTIONWe've used the same tried and tested, proven to work teaching techniques that've helped our clients ace their exams and become chartered certified accountants, get hired by the most renowned investment banks in the world, and indeed, manage their own portfolios. Here's how we'll help you master financial analysis and turn you into an Investment Analysis & Portfolio Management PRO: A Solid FoundationYou'll gain a solid foundation of the core fundamentals that drive the entire investment analysis and portfolio management process. These fundamentals are the essence of financial analysis done right. Example WalkthroughsEvery major concept is taught with example question walkthroughs, so you can literally see how we analyse investments and conduct rigorous financial analysis, one step at a time. Loads of Practice QuestionsApply what you learn immediately with 150+ practice questions, all with impeccably detailed solutions. Cheat Sheets & ResourcesMathematical proofs, one page cheat sheets, workable Excel® & Google Sheet spreadsheets - all included. Say goodbye to information overload. Engage with carefully thought out, clutter-free, and engaging study materials that focus on the 20% finance fundamentals that drive 80% of the results. Easily follow through complex financial analysis concepts with great visuals that don't overdo it. Explore byte-sized lectures that don't cut corners - so you receive the right amount of information which will hold you in good stead wherever you go, whatever you move on to do. Watch your confidence grow. Apply what you learn immediately in example question walkthroughs and progressively challenging quizzes with impeccably detailed solutions. Engage with over 150 questions ranging from simple true and false ones to more complex problems that take you outside your comfort zone. Questions are relevant for Ivy League / Russell Group University students studying any core Finance / Financial Analysis course, as well as professionals studying for the ICAEW CFAB, ACA, ACCA, and CFA qualifications. All questions designed in-house, by Russell Group Distinction Tutors. Finally understand why  the math works. Learn why we divide some variables by something, and multiply other variables by something else. Get past the painful approach of memorising countless equations. Not only will we rip apart each equation one variable at a time, we'll also give you mathematical proofs that show the equation's logic one step at a time. Save yourself time and effort by understanding why the equation works the way it does. Then go out and create your own equations, and redefine the way you conduct your own financial analysis. Rigorously Analyse Investments & Manage Portfolios using Excel® & Google Sheets. Enroll now and conduct your own financial analysis in a robust manner, from scratch...

11. Agile Project Portfolio Management - Part 1/2

3.8

(58)

This course is a result of 25 years of consulting project and portfolio management experience and participation in project portfolio management (PPM) implementations at multiple companies. The first part of the course will focus on definitions and descriptions of the key concepts of project portfolio management and Agile project management. First, we will examine several case studies that would help us to define the three pillars of project portfolio management: maximizing the project value, balancing the project mix and alignment of your company's portfolio to its strategy. Then we will examine the differences between project management and project portfolio management as well as the zones where they overlap and support each other. We will conclude the Project Portfolio Management overview with several reasons why bad things usually happen if portfolio management is ignored. Consequently, we will also discuss Agile Project Management and its key components like Agile core values, Agile project processes and comparisons between Agile and Waterfall approaches. In the second part of the course, we will examine the proposed Agile Project Portfolio Management processes starting from the High-Level Design Document (HLD) to Low-Level Design Document (LLD) to Development and Release. We will also discuss Agile resource allocation and Agile release management. Finally, I will demonstrate to you - using real-life project documents the complete journey of one project I have worked on through the entire Agile PPM pipeline, from inception to the final delivery...