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New York Institute of Finance

Portfolio Management

New York Institute of Finance via edX Professional Certificate

Overview

Portfolio Management Professional Certificate helps students to develop core competencies in portfolio management. You will learn how to conduct portfolio performance measurement and attribution and review portfolio strategies for a variety of asset classes including fixed income, equity and alternatives.

This professional certificate is comprised of the following 5 courses which are packed with interesting video lectures, exercises, and graded exams:

  1. C01: Fixed Income Portfolio Management
  2. C02: Equity Portfolio Management
  3. CO3: Hedge Funds
  4. CO4: Portfolio Management Theory and Practice (Part 1)
  5. CO5: Portfolio Management Theory and Practice (Part 2)

Free Preview! Access the first module from Course 1 for free. For full course access, upgrade to a verified certificate.

At the end of this program, you will need to sit for the Portfolio Management Professional Certificate Examination and score a minimum of 70% to receive the NYIF Mastery Certificate in Portfolio Management. Note: To be eligible to sit for the Portfolio Management Professional Certificate Examination, you MUST complete all 5 courses (listed above) and pass the final exam for each course with a minimum grade of 70%.

CPE Credits: 35

Syllabus

Courses under this program:
Course 1: Fixed Income Portfolio Management

Learn how to construct and manage fixed income portfolios using the latest tools and techniques.



Course 2: Equity Portfolio Management

Develop core competencies in portfolio management, including portfolio construction and performance measurement.



Course 3: Hedge Funds

Understand the structure and operation of hedge funds and the regulation of the hedge fund industry. Learn how to evaluate hedge fund performance.



Course 4: Portfolio Management - Theory & Practice (Part 1)

Learn how to conduct portfolio performance measurement and attribution.



Course 5: Portfolio Management - Theory & Practice (Part 2)

Review portfolio strategies for a variety of asset classes including fixed income, equity and alternatives.



Course 6: Portfolio Management Professional Certificate Examination

Complete the required exam to earn your professional certificate in Portfolio Management from the New York Institute of Finance.



Courses

Taught by

Chris Thomas and Jack Farmer

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