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CFA III:05 - Fixed Income and Equity Portfolio Management


EduCBA

Summary

Price
£99 inc VAT
Or £33.00/mo. for 3 months...
Study method
Online
Duration
Self-paced
Qualification
No formal qualification

Overview

CFA III (Part #5) – Fixed Income and Equity Portfolio Management:

The CFA charter is one of the most respected designations in finance, considered by many to be the gold standard in the field of investment analysis. Its uses lay in various dimensions of the financial world, including portfolio management, treasury, risk management, Hedge Funds etc.

This is a CFA Curriculum – Fixed Income and Equity Portfolio Management course designed for those who want to learn about elements of the investment management process. It includes concepts like bond index strategies, risk exposures, scenario analysis, risk immunization, credit portfolio and many other topics which is included in CFA Curriculum.

Description

CFA III (Part #5) – Fixed Income and Equity Portfolio Management:

The CFA charter is one of the most respected designations in finance, considered by many to be the gold standard in the field of investment analysis. Its uses lay in various dimensions of the financial world, including portfolio management, treasury, risk management, Hedge Funds etc.

This is a CFA Curriculum – Fixed Income and Equity Portfolio Management course designed for those who want to learn about elements of the investment management process. It includes concepts like bond index strategies, risk exposures, scenario analysis, risk immunization, credit portfolio and many other topics which is included in CFA Curriculum.

Course Objective:

  • To summarize material in accordance to the Learning Outcome Statements provided by CFA institute
  • To create a solid understanding of the ground concepts. This can then be carried upon by candidates in the levels ahead.

Target Customers:

  • Students
  • Professionals
  • Others who are interested in a career in Investment Management

Pre-Requisites:

Bachelor’s degree or equivalent. An exemption can be made where you can write the CFA level 2 if you

a) Are in the final year of your undergraduate program,
b) Have four years of professional experience, or
c) Have a combination of both, equating to at least four years.

Passion to learn. It is not an easy program to complete. It is considered as one of the toughest degrees to obtain in the financial world.

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FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.