Investment Management Courses and Certifications

Institutional Portfolio Management and Investment Strategies - Guest Lecture

Yale's Chief Investment Officer discusses endowment management strategies, emphasizing asset allocation, diversification, and long-term positive returns. Explores market timing, security selection, and hedge fund performance.

• YouTube
• 1 hour 11 minutes
• On-Demand
• Free Video

Fields Institute

A Continuous Time Framework for Sequential Goals Investment Management

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Explore a quantitative approach to wealth management through sequential goals investment, presented by Columbia University expert Agostino Capponi.

• YouTube
• 1 hour 12 minutes
• On-Demand
• Free Video

Investing: Securities Analysis

Master fundamental investment concepts, from financial market analysis to portfolio management, equity investing, and risk assessment strategies for informed decision-making.

• California Community Colleges System
• 12 weeks, 3 hours a week
• 17th Feb, 2025
• Paid Course

Open Data Science

They Might Be Robots - Using Data for Investment Management and Trading

Explore data-driven investment strategies, from industry trends to machine learning techniques, for portfolio management and active trading in this insightful talk by Dan Von Kohorn.

• YouTube
• 39 minutes
• On-Demand
• Free Video

Milken Institute

Riding the Waves of Market Shakeups - Finding Opportunities in Asia and Beyond

Exploring investment opportunities amid market volatility, focusing on Asia. Experts discuss private equity, credit, and technology's impact on financial markets and regional economies.

• YouTube
• 51 minutes
• On-Demand
• Free Video

AnalystPrep

The Private Wealth Management Industry - Learning Module 1

Gain insights into private wealth management business models, fee structures, support networks, and regulatory frameworks for CFA Level III exam preparation.

• YouTube
• 39 minutes
• On-Demand
• Free Video

AnalystPrep

General Partner and Investor Perspectives in Private Markets Investment Process - Learning Module 2

Delve into private market investment fundamentals, covering GP responsibilities, fund performance metrics, value creation strategies, due diligence processes, and exit planning for investment success.

• YouTube
• 53 minutes
• On-Demand
• Free Video

AnalystPrep

Introduction to Digital Assets - CFA Level I Alternative Investments

Master essential concepts of digital assets and alternative investments for the CFA® Level I exam, covering hedge funds, investment features, risk analysis, and diversification strategies.

• YouTube
• 48 minutes
• On-Demand
• Free Video

AnalystPrep

Investments in Private Capital Equity and Debt - CFA Level I Alternative Investments

Master private equity and debt investment fundamentals, including key features, characteristics, and diversification benefits essential for the CFA® Level I Alternative Investments exam section.

• YouTube
• 35 minutes
• On-Demand
• Free Video

AnalystPrep

Investment Manager Selection - CFA Level III Reading 26

Master investment manager selection techniques and evaluation methods for the CFA Level III exam, covering due diligence, style analysis, performance metrics, and fee structures.

• YouTube
• 56 minutes
• On-Demand
• Free Video

AnalystPrep

Topics in Private Wealth Management - Part I - 2025 Level III CFA Reading 21

Master essential private wealth management concepts, focusing on taxation strategies, jurisdiction considerations, and portfolio tax management for optimal capital accumulation and decumulation.

• YouTube
• 49 minutes
• On-Demand
• Free Video

从0到1教你做“好投资”

Discover how to make sustainable investments through ESG principles, guided by leading experts from Tsinghua University and industry professionals to create long-term value and positive impact.

• XuetangX
• On-Demand
• Free Online Course

Stanford Seminar - NEC’s New Strategy for Inbound-Outbound Open Innovation

Explore NEC's innovative approach to open innovation, ecosystem R&D, and collaborative research with startups, as presented by CTO Motoo Nishihara in this Stanford seminar on technology strategy and investment.

• YouTube
• 1 hour 17 minutes
• On-Demand
• Free Video

Stanford Seminar - Strategic Investment for Girls' Empowerment

Explore strategic approaches to empower girls through investment, featuring insights from Julayne Virgil of Girls Inc. of Alameda County on effective programs and initiatives.

• YouTube
• 52 minutes
• On-Demand
• Free Video

Adaptive Markets: Financial Market Dynamics and Human Behavior

A completely new way of thinking about financial markets, institutions, and innovation that reconciles human behavior with market efficiency using concepts from evolutionary biology, cognitive neuroscience, and artificial intelligence.

• edX
• 13 weeks, 6-10 hours a week
• On-Demand
• Free Online Course (Audit)