Portfolio Management for Retail Clients

About this course

Being a portfolio manager is not only reserved for the institutional advisor. There is an equally challenging and in-demand role on the retail side, where portfolio managers invest the funds of individuals and families. Learn the fundamentals of this career path and apply some of the key technical skills you will need to master through our portfolio simulations. This course is for anyone interested in pursuing the portfolio manager designation in the wealth management field, as well as anyone who wants a deeper understanding of how to invest and maintain their investment portfolio.

What you will learn

• Learn how portfolio managers serve retail clients, draft an investment policy statement, and apply common strategies to build and manage portfolios.