Meeyeon Park & Mark R – CFI Education – Portfolio Management for Retail Clients

Description

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Meeyeon Park & Mark R – CFI Education – Portfolio Management for Retail Clients

Portfolio Management for Retail Clients
This course is a deep dive into portfolio management for the retail client — this means individuals and families that have wealth to invest in, not corporations with funds to earn returns on. We take you through the basics of a retail portfolio manager’s (PM) role, explaining PM approaches, how to draft an investment policy statement (IPS), and some of the typical methods PMs use to manage portfolios. After this, we put you in the role of PM and give you the chance to practice key skills that a retail PM would need to demonstrate on a regular basis. If you have an interest in becoming a licensed PM, this is a great place to start.

Overview
Portfolio Management for Retail Clients Overview
Being a portfolio manager is not only reserved for the institutional advisor. There is an equally challenging and in-demand role on the retail side, where portfolio managers invest the funds of individuals and families. Learn the fundamentals of this career path and apply some of the key technical skills you will need to master through our portfolio simulations.

Portfolio Management for Retail Clients Learning Objectives
Upon completing this course, you will be able to:

• Distinguish the difference between institutional versus retail portfolio management
• Understand the four key terms used to describe portfolio managers’ approaches to investing
• Draft an investment policy statement (IPS) given an example client profile
• Explain four methods that portfolio managers commonly use to manage client portfolios

Who Should Take This Course?
This course is for anyone interested in pursuing the portfolio manager designation in the wealth management field, as well as anyone who wants a deeper understanding of how to invest and maintain their investment portfolio.

What you’ll learn

Introduction
Course Introduction
Downloadable Materials

What is Retail Portfolio Management
Retail vs. Institutional Portfolio Management
Portfolio Manager Approaches – Part 1
Portfolio Manager Approaches – Part 2

Investment Policy Statements (IPS)
Developing an Investment Philosophy
Drafting an Investment Policy Statement (IPS) – Part 1
Drafting an Investment Policy Statement (IPS) – Part 2
IPS Exercise

Managing Portfolios
Model-based Approach
How to Use Models – Part 1
How to Use Models – Part 2

Applications for Retail PM
Downloadable Files
Equity Model Overview
Equity Model Initial
Equity Model Later
Portfolio Overview
Portfolio Allocations
Portfolio Strategic Target
Portfolio Fixed Income Tilt
Portfolio Equity Tilt

Conclusion
Course Summary

Qualified Assessment
Qualified Assessment

What our students say

Great examples
Great example, compact and fun. 🙂
Shyashree Chatterjee

Fun and Engaging
Very informative, fun and engaging course material.
Tharindu Nalaka

Frequently Asked Questions:

1. Innovative Business Model:
   • Embrace the reality of a genuine business! Our approach involves forming a group buy, where we collectively share the costs among members. Using these funds, we purchase sought-after courses from sale pages and make them accessible to individuals facing financial constraints. Despite potential reservations from the authors, our customers appreciate the affordability and accessibility we provide.
2. The Legal Landscape: Yes and No:
   • The legality of our operations falls into a gray area. While we lack explicit approval from the course authors for resale, there’s a technicality at play. When procuring the course, the author didn’t specify any restrictions on resale. This legal nuance presents both an opportunity for us and a boon for those seeking budget-friendly access.
3. Quality Assurance: Unveiling the Real Deal:
   • Delving into the heart of the matter – quality. Acquiring the course directly from the sale page ensures that all documents and materials are identical to those obtained through conventional means. However, our differentiator lies in going beyond personal study; we take an extra step by reselling. It’s important to note that we are not the official course providers, meaning certain premium services aren’t included in our package:
     • No coaching calls or scheduled sessions with the author.
     • No access to the author’s private Facebook group or web portal.
     • No entry to the author’s exclusive membership forum.
     • No direct email support from the author or their team.

   We operate independently, aiming to bridge the affordability gap without the additional services offered by official course channels. Your understanding of our unique approach is greatly appreciated.

Refund is acceptable:

• Firstly, item is not as explained
• Secondly, Item do not work the way it should.
• Thirdly, and most importantly, support extension can not be used.

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