Course curriculum

    1. Pre-Assessment

    1. Portfolio Management - Overview

    2. The Investment Setting and Portfolio Management

    3. The Investment Policy Statement

    4. Strategic Asset Allocation

    5. Case Study 1-4

    6. Answers to Case Studies

    1. Zoom Access for CPE Course (08 Nov'25) - Managing Individual Investor Portfolios & Strategic Asset Allocation

    1. Post-Assessment

    1. Evaluation

About this course

  • Free
  • 10 lessons
  • 0 hours of video content