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New York Institute of Finance

Portfolio Management Professional Certificate

  • up to 35 hours
  • Advanced

This professional certificate helps develop core competencies in portfolio management. Students will learn to conduct portfolio performance measurement and attribution, and review strategies for various asset classes. Enroll to enhance your skills in fixed income, equity, and alternative investments.

  • Portfolio management strategies
  • Fixed income portfolio management
  • Equity portfolio management
  • Hedge fund analysis
  • Risk and return measurement

Overview

The Portfolio Management Professional Certificate offers a comprehensive understanding of portfolio management strategies. Participants will explore active and passive fixed income strategies, equity valuation techniques, and hedge fund strategies. The course also covers modern portfolio theory and performance measurement, equipping learners with the skills to manage diverse investment portfolios effectively.

  • Web Streamline Icon: https://streamlinehq.com
    Online
    course location
  • Layers 1 Streamline Icon: https://streamlinehq.com
    English
    course language
  • Professional Certification
    upon course completion
  • Self-paced
    course format
  • Live classes
    delivered online

Who is this course for?

Portfolio Managers

Professionals responsible for managing investment portfolios and making strategic decisions.

Wealth Managers

Advisors who provide financial planning and investment management services to clients.

Financial Advisors

Experts who offer guidance on financial matters, including investments and portfolio management.

Gain expertise in portfolio management with this comprehensive certificate. Learn key strategies for managing fixed income, equity, and hedge fund portfolios. Ideal for professionals seeking to enhance their investment management skills and advance their careers.

Pre-Requisites

1 / 3

  • Intermediate MS Excel skills

  • Basic probability and statistics

  • Familiarity with fixed income instruments and concepts

What will you learn?

Fixed Income Portfolio Management
Covers fixed income arithmetic, instruments, term structures, and trading. Includes passive and active strategies, such as rate prediction and yield curve strategies.
Equity Portfolio Management
Focuses on equity valuation techniques, portfolio structuring, and strategies like growth and value investing. Explores modern portfolio theory and performance measurement.
Hedge Funds
Provides an overview of hedge funds, investment strategies, and industry trends. Analyzes hedge fund infrastructure and challenges.
Portfolio Management Theory & Practice (Part I)
Introduces capital markets, statistical tools, risk measurement, and portfolio performance analysis. Discusses the investment decision-making process.
Portfolio Management Theory & Practice (Part II)
Covers mutual funds, private equity, ETFs, and retirement planning. Focuses on managing client portfolios.
Portfolio Management Professional Certificate: Examination
A final examination to assess understanding of portfolio management strategies and concepts covered in the course.

Upcoming cohorts

  • Dates

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$1,394