Fundamentals of Portfolio Management
X51.9001
/ $795
FALL 2008
Continuing Education:
Finance
Gain an understanding of the portfolio, the structure within which financial assets are managed. This course introduces the forces and issues that have an impact on portfolio construction. Topics include investor objectives and constraints, asset allocation, importance of diversification, risk/reward tradeoffs, portfolio management styles (growth versus value), strategies for individuals versus institutions, choosing a money manager, and measuring performance.
2.0 CEU (24 50-minute hours)
Prerequisites:
Prerequisite: Introduction to the Markets/X51.9000 or the equivalent.
This course is applicable toward:
- Certificate in Wealth Management
- Certificate in Portfolio Management
- Certificate in Financial Analysis
Related Subject Areas: Portfolio Management
Course Materials
Section 1
Wednesday 6:00pm-8:30pm
September 17 - November 19
No class 10/1, 10/8.
8 Sessions
Instructor:
Allen Zwickler
Location: Norman Thomas Center, 111 E 33
