Module #1 Introduction to Portfolio Management Overview of portfolio management, its importance, and goals
Module #2 Portfolio Management Process Understanding the portfolio management process, including planning, execution, and monitoring
Module #3 Portfolio Management Frameworks Exploring different portfolio management frameworks, such as MOFP, Prince2, and Agile
Module #4 Risk Management Fundamentals Introduction to risk management, risk types, and risk assessment
Module #5 Risk Identification and Analysis Techniques for identifying and analyzing risks, including SWOT analysis and risk matrices
Module #6 Risk Assessment and Evaluation Quantitative and qualitative risk assessment methods, including probability and impact analysis
Module #7 Risk Prioritization and Treatment Prioritizing risks and developing risk treatment strategies, including mitigation, transfer, and acceptance
Module #8 Portfolio Risk Management Applying risk management to portfolios, including portfolio risk assessment and optimization
Module #9 Portfolio Optimization Techniques Introduction to portfolio optimization techniques, including mean-variance optimization and Black-Litterman model
Module #10 Portfolio Performance Measurement Measuring portfolio performance, including returns, risk, and attribution analysis
Module #11 Portfolio Construction and Diversification Building and diversifying a portfolio, including asset allocation and security selection
Module #12 Active and Passive Portfolio Management Comparison of active and passive portfolio management approaches
Module #13 ERISA and Fiduciary Responsibilities Understanding ERISA and fiduciary responsibilities in portfolio management
Module #14 Portfolio Rebalancing and Tax Efficiency Rebalancing and tax-efficient portfolio management strategies
Module #15 Sustainable and ESG Investing Introduction to sustainable and ESG (Environmental, Social, and Governance) investing
Module #16 Risk Modeling and Simulation Using risk models and simulation techniques to estimate portfolio risk and returns
Module #17 Portfolio Stress Testing and Scenario Analysis Conducting portfolio stress tests and scenario analysis to assess potential risks
Module #18 Portfolio Management Tools and Technology Overview of portfolio management software and tools, including data analytics and visualization
Module #19 Portfolio Governance and Compliance Portfolio governance and compliance best practices, including regulatory requirements
Module #20 Case Study:Portfolio Management in Practice Real-world examples and case studies of portfolio management in action
Module #21 Advanced Portfolio Optimization Techniques Advanced portfolio optimization techniques, including Risk Parity and Maximum Diversification Portfolios
Module #22 Financial Markets and Instruments Overview of financial markets and instruments, including equities, fixed income, and derivatives
Module #23 Behavioral Finance and Portfolio Management Understanding behavioral finance and its implications for portfolio management
Module #24 Portfolio Management in Emerging Markets Challenges and opportunities of portfolio management in emerging markets
Module #25 Course Wrap-Up & Conclusion Planning next steps in Portfolio Management and Risk Assessment career
