Certified Portfolio Analyst

How It Works

  1. 1. Select Certification & Register
  2. 2. Receive Online e-Learning Access (LMS)
  3. 3. Take exam online anywhere, anytime
  4. 4. Get certified & Increase Employability

Test Details

  • Duration: 60 minutes
  • No. of questions: 50
  • Maximum marks: 50, Passing marks: 25 (50%).
  • There is NO negative marking in this module.
  • Online exam.

Benefits of Certification

$49.00 /-
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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.

  • Understand major portfolio management & risk concepts
  • Learn the techniques to construct financial portfolios
  • Become an expert in calculating asset values and integrating risk
  • Learn investment policy and portfolio analysis
  • Learn to measure investment performance

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.

How will I benefit from taking Portfolio Management certification?

As a portfolio analyst you will be responsible for taking strategic decisions about investment and balancing risk in order to meet the investment goals.>Today’s market is experiencing a lot of change, especially when its dynamic nature comes into picture. In such circumstances, there is an urgent need of portfolio managers,who can understand complex and varying requirements of clients and yield the financial results they desire. 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.

Portfolio Analyst Table of Content


Portfolio Analyst Tutorial


Portfolio Analyst Practice Test


Portfolio Analysis Interview Questions


Companies that hire Portfolio Analyst

Vskills Certified Portfolio Manager finds employment in big or small portfolio management companies as a junior trader, strategist, analyst, risk manager and in various other administrative roles. Companies contact us on a regular basis, and we forward them a list of our certified candidates, and the candidates are highly in demand. This is a classic area in which to pursue a self directed job search as well.

Portfolio Analyst Related Blogs

Checkout the latest online blogs on Portfolio.

Portfolio Analyst Jobs

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Portfolio Analyst Internships

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Apply for Portfolio Analyst Certification

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Introduction to Portfolio Management
  • History of Portfolio Management
  • Necessity of Investment Policy
  • SEBI Regulations
  • Risks in Investment
  • Portfolio Management Process
Investment Policy
  • Types of Portfolios
  • Types of Investors
  • Client Profiling
  • Setting Goals and Prioritization
  • Gathering Data
  • Investment Objectives and Constraints
Capital Market Expectations
  • Forecasting Market Environment
  • Macroeconomic Variables
  • Forecasting Tools
Asset Allocation: Policies & Procedures
  • Portfolio Diversification
  • Asset Allocation Process
  • Types of Asset Allocation
  • Classes of Assets
  • Expected Long-Term Benchmark Portfolio Results
Capital Market Theory
  • Markowitz Model and Efficient Frontier
  • Capital Asset Pricing Model
  • Chaos Theory
  • Arbitrage Pricing Model
Portfolio Analysis
  • Components of Risk and Return
  • Measures of Risk
  • Systematic and Unsystematic Risk
  • Beta of a Portfolio
Portfolio Revision
  • Importance of Portfolio Revision
  • Portfolio Revision Constraints
  • Common Faults in Revision
  • Portfolio Revision Strategies
  • Portfolio Revision Techniques
Measuring and Evaluating Portfolio Performance
  • Measures of Return
  • Buying the Index Approach
  • Performance Evaluation of Portfolio Managers
Equity Portfolio Management
  • Passive Portfolio Management
  • Active Portfolio Management
  • Benchmark Portfolios
  • Derivatives in Equity-Portfolio Management
Fixed Income Portfolio Management
  • Bond Ratings
  • Fixed Income Portfolio Management – Passive
  • Fixed Income Portfolio Management – Active
  • Barbelled and Laddered Strategies

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