Portfolio Management Certificate Level 4

There are unique opportunities and major issues faced by the Portfolio
management industry. In the financial service industry, the portfolio management
profession is one of the fastest growing areas. Portfolio management is the most
effective way to implement strategic initiatives because it bridges the gap between
strategy and implementation. This Certificate course will ensure that wealth advisors
and managers understand the various assets and investment products currently
There are unique opportunities and major issues faced by the Portfolio
management industry. In the financial service industry, the portfolio management
profession is one of the fastest growing areas. Portfolio management is the most
effective way to implement strategic initiatives because it bridges the gap between
strategy and implementation. This Certificate course will ensure that wealth advisors
and managers understand the various assets and investment products currently
available in the market.
This portfolio management course will also explore the frameworks to measure
investment performance, as well as the various measures of investment
performance. After completing this course, you will be able to appreciate the
details that go into the creation of investment portfolios.

Certificate

We send certificates to students within 24 hours of course completion. Students will be awarded the Portfolio Management Certificate.
PDF Certificate will cost £15 and hard copy will cost £20. we can post to all over the world.

Accreditation

The course is accredited by The CPD Qualifications Group.

This Portfolio Management course will teach participants the concepts of risk and
expected return. This course will provide learners with the basic concepts and
techniques used to construct financial portfolios. The portfolio management will
learn about the investment process and get a very good understanding of economic,
industry, and company analyses. The course will also look at the understanding
and interpretation of major portfolio management and risk concepts. Also, students
will learn how to measure performance of equity, bonds and hedge funds. Through
this course, you will discover the basic concepts of Modern Portfolio Theory.

Course Benefits
At the end of this Certificate course, you will be awarded with a Certificate in Portfolio
Management, and will also be able to:
 Utilize investment processes to actively manage a large-cap global sector
portfolio in compliance with established SWIB investment guidelines and
policies
 Perform fundamental business model assessment and valuation analysis of
individual securities as part of a stock selection process
 Effectively manage the risk parameters of the portfolio to meet SWIB’s
tracking error and risk profile expectations
 Evaluate performance attribution reports and risk reports Provide written and oral updates on the portfolio’s performance, risk profile,
and current positioning .

This course is open both to College-going, Graduates and Professionals
interested in career advancement in portfolio management
 This course is open to portfolio managers responsible for their firm's
investment portfolio
 This course is open to individuals interested in working in the portfolio industry

There is no experience or previous qualifications required for enrollment on
this course. It is available to students with little or no background in
portfolio management will be an advantage for this course.
 Learners should be ages 16 or over to undertake the qualification.
 Good understanding of English language, numeracy and ICT are required to
attend this course.

This training leads you to become a Portfolio manager, asset managers, Financial
Advisor, Research analyst, Risk Manager, and so on. Also, skills in venture
capitalism are of great value for progression in higher studies.