CERTIFIED PORTFOLIO SPECIALIST – ONLINE COURSE

Certified Portfolio Specialist – Online Course

Introduction

According to Investopedia “Portfolio management is the art and science of making decisions about investment mix and policy, matching investments to objectives, asset allocation for individuals and institutions, and balancing risk against performance”.

The program will give you the opportunity to investigate in detail and elaborate further on points of interest and aspects of concern for yourself and your firm

The course would be conducted over 4 days with each day having learning duration of 5-6 hours. The examination would be conducted on the following Monday after course completion.

Course Highlights

Personalized Learning Experience: To date, sharing knowledge has been mostly generic and not personalized to the specific needs of every individual and organization. This approach no longer generates the needed value and the desired outcomes. We fill that gap by personalizing and continuously improving your learning experience while meeting the changing needs of the financial services industry.

Learning Method: We believe that live stream meetings create a more personalized learning experience that focuses on real needs since it allows direct communication with the expert. Additionally, learning material in different formats may be provided throughout the class.

Final Exam: When you finish your meetings with the trainer, you will be notified by email to take the final exam. The format of the one-hour long exam is multiple choice and/or essay type questions, and the passing grade is 70 percent or above. In the unfortunate event of failing the exam, you have the option to retake it after a certain time period (approximately one month). The questions of the exam will differ from the initial exam.

Certification: All certified classes are listed in FINRA and are accredited from MENJE, the ministry of education of Luxembourg. When you complete all meetings and pass the final exam, you will be awarded a Certification of Achievement.

Course Requirements

Experience: A minimum of 3-years experience in the financial services industry
Education: An undergraduate or graduate degree in finance, economics, business, or law from an accredited university, college or school

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An overview of investment strategy, capital markets, and modern portfolio theory.

  • An introduction to financial assets and capital markets
  • Review of the objectives of corporate financial decision making
  • The basics of asset valuation
  • PV & FV, rates of return, time value of money
  • Reading Financial reports (balance sheets, fund reports, etc)
  • The role of the advisory (asset management, institutions, fund managers, etc)
  • Risk reward
  • Allocation strategies
  • Sector, market and other methods of classification
  • Regulations and constraints

An extension of the concepts covered examining the most widely applied techniques used in business in making financial and investment decisions

  • Asset classes
  • Geography Sector
  • Macroeconomic factor
  • Market planning, analysis, and targeting
  • Segmentation methods
  • Funding methods
  • Manufacturing (in-house or out-sourced)
  • Distribution
  • Asset management
  • An examination of the creation of value from the perspective of both the firm and the capital markets Methods of pricing firm securities are illustrated along with approaches to estimating and pricing risk and the trade-off between levels of risk and return.
    1. Valuation Methods
      • The value of a corporation, characteristics of debt and equity
      • Valuing debt, valuing equity, models of dividend growth
      • Understanding and applying PE ratios
    2. Risk/Return
      • The nature of risk
      • Measuring total risk
      • More accurate pricing – variance calculations using a probability distribution of returns
    3. Diversification and Optimization
      • Diversification theory and the calculation of portfolio risk
      • Optimization of returns within a two stock/multi-stock portfolio
  • Portfolio management and the issues related to the construction of an efficient portfolio for an individual client. Also an examination of how portfolios should be funded and at the effects of different types of funding on value creation.
    1. MPT (Modern Portfolio Theory)
      • Market risk vs un-systemic risk
      • Beta and the Capital Asset Pricing Model (CAPM)
      • Choosing an optimum portfolio
      • Efficient Frontier and Capital Market Line
      • Calculating the cost of equity/debt capital
      • The Weighted Average Cost of Capital (WACC)
    2. Portfolio Rebalancing And Asset Mix Techniques
      • Managing ongoing customer expectations
      • Correlation methods and expected returns
      • Strategic and tactical asset allocation
      • Portfolio performance appraisal
Rainer Michael Preiss
CIO
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