Price: USD 49
- Duration: 1 To 2 Months
- Timings: Part Time, Flexible
Course details
The responsibility of a Portfolio analyst is to run all or part of a portfolio, with the goal of maximizing return. A portfolio analyst is primarily involved in taking decision on a wide range of financial assets - from corporate bonds to stocks to currencies. Portfolio Management as a career is considered one of the most desirable paths in the finance field and is one of the most exhilarating careers for a professional.This certification is specially designed to prepare you for the role of a portfolio analyst.
Why should I take Portfolio Management certification?
Vskills Certification in Portfolio Management is for those candidates looking for opportunities in this field. Vskills certification significantly improves the chances of getting the desired role and is an additional knowledge for the candidate. This certification can be taken by candidates looking for a new job opportunity or promotion or simply to assess their skills. The Certification helps in developing strong domain knowledge, focuses on details, inculcates deep investing and finance knowledge and helps develop requisite quantitative and legal skills.
Introduction to Portfolio Management
- History of Portfolio Management
- Necessity of Investment Policy
- SEBI Regulations
- Risks in Investment
- Portfolio Management Process
- Types of Portfolios
- Types of Investors
- Client Profiling
- Setting Goals and Prioritization
- Gathering Data
- Investment Objectives and Constraints
- Forecasting Market Environment
- Macroeconomic Variables
- Forecasting Tools
- Portfolio Diversification
- Asset Allocation Process
- Types of Asset Allocation
- Classes of Assets
- Expected Long-Term Benchmark Portfolio Results
- Markowitz Model and Efficient Frontier
- Capital Asset Pricing Model
- Chaos Theory
- Arbitrage Pricing Model
- Components of Risk and Return
- Measures of Risk
- Systematic and Unsystematic Risk
- Beta of a Portfolio
- Importance of Portfolio Revision
- Portfolio Revision Constraints
- Common Faults in Revision
- Portfolio Revision Strategies
- Portfolio Revision Techniques
- Measures of Return
- Buying the Index Approach
- Performance Evaluation of Portfolio Managers
- Passive Portfolio Management
- Active Portfolio Management
- Benchmark Portfolios
- Derivatives in Equity-Portfolio Management
- Bond Ratings
- Fixed Income Portfolio Management – Passive
- Fixed Income Portfolio Management – Active
- Barbelled and Laddered Strategies
Job roles this course is suitable for:
Portfolio Analyst , Finance Officer , Senior Business Analyst (strategic/fin)About Vskills
Vskills is the largest certification body of India. We conducts skills testing and certification exam to improve employability. The certifications are quite popular and top companies hire Vskills certified professionals.Companies have benefitted by hiring pre-certified candidates from Vskills and also use the certifications for their in house employee appraisals. Certification helps in distinguishing individuals to demonstrate their domain knowledge or skills needed for a specific profile. So a professional certification offers tangible benefits to both the individual and the employer.
Tests are conducted in a secure and unbiased manner, and certificates are awarded based on merit of the candidates who qualify tests.
Vskills certifications are for relevant qualifications that help students/employees quantify and prove those skills that are valued by the employer and are in great demand. See all Vskills courses
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