Portfolio Management for Retail Clients
About this course
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. 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.
82/100
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- What the provider tells you
- 31/45
- Who stands behind it
- 35/35
- How complete the listing is
- 16/20
Scores how much the provider publishes and who stands behind it — not how well it is taught.
What you'll learn
- understand the fundamentals of portfolio management
- apply key technical skills in portfolio simulations
- comprehend investment strategies for retail clients
Course objectives
- prepare for a career in portfolio management
- develop skills to manage individual investment portfolios
- gain insights into the wealth management industry
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