Portfolio Management Course | 365 Financial Analyst

Learn the basics of portfolio planning and construction, how to calculate risk and return, and manage risk with our Portfolio Management course. Start now.


What You’ll Learn

In this Portfolio Management course, we cover the basic theory that every portfolio manager needs to know and show you how to apply it in practice using real-world examples. More specifically, we help you:

  • Understand fundamental concepts of financial markets and market participants
  • Build the efficient frontier in Excel
  • Measure your investment portfolio’s performance by calculating risk and return
  • Understand the concepts of correlation and diversification
  • Interpret the Modern Portfolio Theory and use the Capital Asset Pricing Model to determine expected return on equity in stock valuation models
  • Calculate the Sharpe and Treynor ratios, as well as indicators like M2 and Jensen’s alpha

What’s included