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Business Finance CPD Online Course Description
The big cpdwise.com
Summer Sale - Save 25%
Portfolio Management Passive and Active Strategies |
There are two critical questions an investor must address before they construct a portfolio
1. What is the portfolio’s objective?
2. What strategy is the most appropriate to meet this objective?
The portfolio’s objective is dependent upon the investor’s future cashflow requirements and their tolerance for risk. Whatever the objective, there are two basic strategies to choose from; investors who adopt these two strategies, however, are poles apart when it comes to their investing philosophy.
This tutorial starts by taking a detailed look at indexing, a strategy adopted by the passive management community. It then moves on to discuss the market timing mentality of active portfolio managers, concluding by examining an alternative approach to active management.
Objectives
The main topics covered are:
- Passive Portfolio Management
- Active Portfolio Management
This short online course can be purchased individually or as part of the following discount scheme(s).
Once purchased, you will have access to this course for 365 Days.
The big cpdwise.com
Summer Sale - Save 25%
| Duration: 1.1 hours | CPD units: 1.10 |
Video FAQ
Portfolio Management Passive and Active Strategies from our range of Introduction to Investment and finance online courses can be relevant CPD for members of:
ACCA - Association of Chartered Certified Accountants
Confirmation from ACCA that cpdwise.com courses may count as CPD
AICPA - American Institute of Certified Public Accountants
CIMA - Chartered Institute of Management Accountants
CIPFA - Chartered Institute of Public Finance and Accountancy
ICAB - The Institute of Chartered Accountants of Bermuda
CPA Ireland - Certified Public Accountants Ireland
ICAEW - Institute of Chartered Accountants of England and Wales
Confirmation from ICAEW that cpdwise.com courses may count as CPD
ICAS - Institute of Chartered Accountants of Scotland
SII - Securities & Investment Institute
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- Project Finance
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- Financial Markets
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- Project Management 1
- Project Management 2
- Portfolio Theory
- Budgeting
- Corporate Valuation
- Accounting Valuation
- Investment Basics
- Corporate Finance
- Technical Analysis
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