Portfolio Management For Retail Clients
 

Explore the role of a retail portfolio manager as you learn to draft investment policy statements, understand portfolio management approaches, and apply key skills.
Course details
Dive into portfolio management for retail clients-individuals and families that have wealth to invest, not corporations with funds to earn returns. Explore the basics of the retail portfolio manager (PM) role, including PM approaches, drafting an investment policy statement (IPS), and typical methods that PMs use to manage portfolios. Through hands-on applications and portfolio simulations, practice key skills that a retail PM would need to demonstrate on a regular basis. Ideal for aspiring portfolio managers and wealth management professionals, this course builds the terminology, concepts, and skills needed to get started. This course was created by the Corporate Finance Institute (CFI). We are pleased to host this training in our library.
Skills covered
Portfolio Management