Advanced Portfolio Management

COURSE DESCRIPTION

Advanced portfolio management course is a build-up from portfolio management paper examined in section 4. The course focuses on the portfolio management along various asset portfolios such as fixed-income, equity, derivatives, currency and alternative investments. In addition, the course looks at portfolio management across geographical borders, specifically the international and emerging markets fixed income portfolio management.

This paper is intended to equip the candidate with the knowledge, skills and attitude that will enable him/her to apply advanced portfolio management skills.

INCLUDED IN THE COURSE

These materials include item-by-item notes as outlined in the revised Kasneb CIFA syllabus as well as focused questions from previous examinations by the board. In addition, our platform offers a forum for learners to discuss issues related to a certain subject.

Watch out for our online tutorials and videos!

LEARNING OUTCOMES

A candidate must be able to demonstrate his/her ability to carry out the following tasks related to advanced portfolio management:

• Allocate different asset classes when constructing a portfolio
• Analyse different strategies used to manage a portfolio of different asset classes
• Apply trade execution decisions and techniques in portfolio management
• Undertake portfolio monitoring and rebalancing processes
• Evaluate the performance of a portfolio

HOW TO STUDY AND PASS THIS COURSE

• Allocate enough time to the study text. You need at least 2 months to fully grasp the concepts of study.
• Set aside sometime for arithmetical problems practice.
• Have at least a week to pass through related past papers and final touches.
• Make use of our course-specific forums to discuss with classmates on issues not clear.