The responsibility of a Portfolio manager is to run all or part of a portfolio, with the goal of maximizing return. A portfolio manager 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 manager.


  • 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 manager 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 Manager Table of Content

https://www.vskills.in/certification/Certified-Portfolio-Manager-Table-of-Contents


Portfolio Manager Tutorial

http://vskills.in/certification/tutorial/accounting-banking-finance/certified-portfolio-manager/


Portfolio Manager Course Outline

https://www.vskills.in/certification/Certified-Portfolio-Manager-Course-Outline


Portfolio Manager Mock Test

http://www.vskills.in/practice/quiz/Portfolio-Manager


Companies that hire Portfolio Manager

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.

Apply for Portfolio Manager Certification

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TABLE OF CONTENT

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
 
COURSE OUTLINE

 


Introduction to Portfolio Management
  • Discussing the history and evolution of Portfolio Management
  • Illustrating the need for an investment policy and it’s composition
  • Explaining the various SEBI regulations applicable for portfolio manager
  • Understanding the different types of risks in investment involved in portfolio management
  • Elucidating the portfolio management process and outlining the parties involved thereof
Investment policy
  • Understanding the types of portfolios applicable in portfolio management
  • Explaining the different types of investors for portfolio management and using various models like BB&K, Barnewall two-way model, etc.
  • Detailing the steps in client profiling
  • Rationalizing the process of setting goals and prioritization for portfolio managers
  • Describing the techniques of gathering data
  • Understanding the investment objectives and constraints
Capital market expectations
  • Illustrating the importance of forecasting of market environment in portfolio management
  • Describing the various macroeconomic variables of economy
  • Elucidating the various forecasting tools to be used
Asset allocation: policies & procedures
  • Understanding the need for portfolio diversification
  • Detailing the asset allocation process for portfolio manager
  • Explaining the different types of asset allocation for achieving client’s goals
  • Understanding the various classes of assets and their characteristics for portfolio manager
  • Describing the various issues in expected long-term benchmark portfolio results
Capital market theory
  • Elucidating the markowitz model and it’s efficient frontier to be used for optimal portfolios
  • Illustrating the capital asset pricing model (CAPM) and it’s elements with SML and CML for the riskiness of securities
  • Understanding the chaos theory as applied in portfolio management
  • Describing the arbitrage pricing model for a zero investment portfolio with a sure profit
Portfolio analysis
  • Detailing the various components of risk and return
  • Explaining the various measures of risk like central tendency, mean MAD, etc. for probable distribution of returns
  • Elucidating the systematic and unsystematic risk as applied to portfolio management
  • Understanding the beta of a portfolio for describing the relationship between the stock’s return and the index returns
Portfolio revision
  • Explaining the importance of portfolio revision and it’s constraints
  • Detailing the common faults for fair revision
  • Illustrating the different portfolio revision strategies and portfolio revision techniques
Measuring and evaluating portfolio performance
  • Elucidating the different measures of return as applied to a portfolio
  • Explaining the buying the index approach for evaluating the performance of a portfolio based only on the rate of return
  • Highlighting the performance evaluation of portfolio managers
Equity portfolio management
  • Understanding passive portfolio management and it’s techniques for long term investment strategies
  • Describing the active portfolio management and it’s different techniques
  • Elucidating the benchmark portfolios for different investment instrument like Sharpe, BARRA, etc.
  • Clarifying the usage of derivatives in equity-portfolio management
Fixed income portfolio management
  • Understanding the bond ratings by different agencies
  • Illustrating the techniques for active and passive fixed income portfolio management
  • Elucidating the barbelled and laddered strategies for short and long-term bonds
“Exam scheduling to be done through user account” / “Exam once scheduled cannot be cancelled”
Date of Examination
05-Aug-2017
06-Aug-2017
19-Aug-2017
20-Aug-2017
03-Sep-2017
16-Sep-2017
17-Sep-2017
07-Oct-2017
08-Oct-2017
21-Oct-2017
22-Oct-2017
05-Nov-2017
Examination Time
01:00 PM - 02:00 PM
02:30 PM - 03:30 PM
04:00 PM - 05:00 PM
05:30 PM - 06:30 PM
10:00 AM - 11:00 AM
11:30 AM - 12:30 PM

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