The Portfolio Manager

The Portfolio Manager includes

The Portfolio Manager

| Micro-Degree

The Asset Management Industry

| Skills Certificate

1

Hour

Discover all aspects of the asset management industry, key players, regulatory considerations, and develop an understanding of a client’s investment objectives.

Intro to Asset Management

30 video minutes

Video minutes 30

Excel Exercises 0

• How the investment management process works
• Asset classes (cash, debt, equity, and alternatives)
• Types of investors
• Wealth management and more!

Investors, Institutional and Retail

9 video minutes

Video minutes 9

Excel Exercises 0

• Retail investors vs institutional investors
• Pension funds
• Insurance companies
• Endowments
• Sovereign wealth funds
• Types of retail investors

The Investment Policy Statement

6 video minutes

Video minutes 6

Excel Exercises 0

• Purpose of the Investment Policy Statement
• Objectives: risk and return
• Liquidity constraint
• Time Horizon constraint
• Tax Status, Legal and Regulatory constraint

US Regulatory Considerations

17 video minutes

Video minutes 17

Excel Exercises 0

• Fiduciary responsibilities
• ERISA
• UPMIFA
• Regulatory agencies – SEC
• Regulatory agencies – FINRA
• Regulatory agencies – state agencies

Economic Analysis & Asset Allocation

| Skills Certificate

4.5

Hours

9

Practical exercises

1

Exam

Assess the impact of the economy, business cycle, central banks, regulation, and general market trends on investment decisions. Learn the key aspects of portfolio theory, investment exposure, measures, benchmarks, analysis, and behavioral factors.

Monetary Systems

20 video minutes

1 excel exercises

Video minutes 20

Excel Exercises 1

• Role of Central Banks
• Monetary Policy
• Fiscal Policy

Understanding Economic Cycles

20 video minutes

Video minutes 20

Excel Exercises 0

• Global Economics – Trade Advantages
• Global Economics – Balance of Payments
• Stages of the Business Cycle

Macroeconomic Indicators

20 video minutes

Video minutes 20

Excel Exercises 0

• Leading Indicators
• Coincident Indicators
• Lagging Indicators
• Price Level Indicators

Portfolio Risk

11 video minutes

Video minutes 11

Excel Exercises 0

• Types of Risk

Portfolio Risk and Return

52 video minutes

3 excel exercises

Video minutes 52

Excel Exercises 3

• Portfolio Risk Measures (recap)
• Measuring Risk and Beta
• Covariance and Correlation
• Benefits of Diversification

Modern Portfolio Theory

58 video minutes

4 excel exercises

Video minutes 58

Excel Exercises 4

• Modern Portfolio Theory
• Capital Asset Pricing Model
• Security Market Line
• Black-Litterman Model
• Robust Optimization
• Arbitrage Pricing Theory

Behavioral Finance

10 video minutes

Video minutes 10

Excel Exercises 0

• Introduction to Behavioral Finance
• Heuristic-driven biases
• Frame dependence

Goals Based Investing

14 video minutes

1 excel exercises

Video minutes 14

Excel Exercises 1

• Purpose of goals based investing
• How does goals based investing work
• Practical example goals based investing
• Comparison with traditional approach

Security Selection CPE

| Skills Certificate

7.5

Hours

16

Practical exercises

1

Exam

1.5

CPE credits available

Identify the techniques that can be used to analyze and value individual stocks. Explore traditional and exotic equity investment options, and the opportunities offered by different products.

Overview - Active vs Passive Investing

23 video minutes

2 excel exercises

Video minutes 23

Excel Exercises 2

• Active vs Passive Investing
• Identifying closet index funds
• Active Investing

Index Investing

37 video minutes

1 excel exercises

Video minutes 37

Excel Exercises 1

• What is an index?
• Index construction methodologies
• How indexes are used
• The role of the index provider
• Benefits of index investing
• How to construct an index portfolio

Equity Investment Vehicles

13 video minutes

Video minutes 13

Excel Exercises 0

• Mutual Funds
• ETFs
• Other Equity Investment Vehicles

Equity - Investment Characteristics

26 video minutes

Video minutes 26

Excel Exercises 0

• Common stock
• Preferred securities
• Convertible bonds
• Indices
• Exchange Traded Funds
• Equity multiples
• Enterprise multiples

Market Sectors

7 video minutes

Video minutes 7

Excel Exercises 0

• Market sector classifications
• Industrial vs financial sectors

Equity - Emerging Markets

9 video minutes

Video minutes 9

Excel Exercises 0

• Overview of emerging markets
• Definition of emerging markets
• Emerging markets and growth
• Emerging markets and risk

Fixed Income Portfolio Management

126 video minutes

9 excel exercises

Video minutes 126

Excel Exercises 9

• Active vs passive fixed income portfolio management
• Macaulay and modified duration
• Convexity
• DV01
• Liability driven investing
• Cash flow matching and more!

Alternative Investments

37 video minutes

Video minutes 37

Excel Exercises 0

• Alternative vs traditional asset classes
• Hedge funds
• Private equity
• Commodities
• Real estate
• Foreign exchange

Technical Analysis

8 video minutes

Video minutes 8

Excel Exercises 0

• Introduction to technical analysis
• Trend analysis
• Support and resistance

ESG Investing

48 video minutes

4 excel exercises

Earn 1.5 CPE credits

×

Complete the ESG Investing CPE exam to earn 1.5 credits.

Understand the two of the main techniques used by ESG investors and learn the key analytical tools and terminology used across the ESG investment community.

Program level: intermediate

Advanced preparation: None

Pre-requisites:

• Intermediate level accounting, modeling and valuation.
• Basic understanding of capital markets.

Delivery method: QAS Self Study

Field of study: specialized_knowledge

Learning objectives:

• Identify why ESG matters to the investment community
• Identify the primary goal of impact investing in ESG investment approaches
• Recognize which types of risks are considered universally material in ESG analysis
  and why.
• Identify the metrics used to assess risks.
• Identify the common challenges in benchmarking ESG performance across
  companies
• Identify the purpose of scenario analysis in ESG valuation.

Financial Edge is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

If you have any questions or issues please contact us. You can also refer to our refund policy and complaints policy.

Video minutes 48

Excel Exercises 4

• Introduction to ESG
• Materiality
• Benchmarking Analysis
• Environmental, Social and Governance Metrics
• Scenario Analysis

The Accountant

| Skills Certificate

13

Hours

11

Topics

101

Practical exercises

1

Exam

Quickly and confidently interpret financial data and statements, evaluate them and use the calculated information to build high-quality reports. Real company data and the latest rules are covered to ensure the methods used and skills developed are immediately applicable in the workplace.

Accounting Foundations

72 video minutes

Video minutes 72

Excel Exercises 0

• The purpose and different types of accounting (financial versus management accounting)
• Users of financial statements
• Introduction to the three main financial statements and explanation of key elements
• Overview of the contents of financial reports
• Introduction to accounting standards
• The accounting equation
• Explanation of accrual accounting, the matching principle, and capitalization

Financial Accounting Review

34 video minutes

3 excel exercises

Video minutes 34

Excel Exercises 3

• Making entries and ensuring the balance sheet balances
• Preparing a balance sheet
• Preparing an income statement from the entries to retained earnings
• Preparing a cash flow statement from the entries to the cash account
• A review of the different categorizations on the income statement, balance sheet, and the cash flow statement

Income Statements

60 video minutes

15 excel exercises

Video minutes 60

Excel Exercises 15

• Revenue recognition issues
• Cost recognition issues
• Identifying non-recurring items from the income statement, the MD&A, the notes to the accounts and the financial statement press release
• Calculating EBIT and EBITDA for the historical year, and on an LTM basis

Earnings Per Share

27 video minutes

11 excel exercises

Video minutes 27

Excel Exercises 11

• Basic EPS calculations including weighted average shares
• Dilutive securities: options (treasury method) and convertibles (as if converted)
• Calculating recurring EPS

Working Capital

56 video minutes

13 excel exercises

Video minutes 56

Excel Exercises 13

• Inventory accounting including the impact on EBIT of LIFO and FIFO accounting choices (where relevant)
• Accounts receivable and bad debts (identifying when companies are manipulating sales)
• Accounts payable and accruals and the difference between them from a due diligence perspective
• Other items including taxes payable, deferred revenue, and pre-paid items
• Working capital and operating working capital and the cash impact of changes in operating working capital
• Credit implications of working capital movements
• Day ratios

Non-Current Assets

38 video minutes

11 excel exercises

Video minutes 38

Excel Exercises 11

• Gross PP&E, accumulated depreciation, depreciation expense and net PP&E
• Building a simple forecast of fixed assets
• Establishing the age of a company’s fixed asset base
• Finite, and infinite intangibles including goodwill
• A review of key methods of accounting for financial investments
• At fair value through the income statement
• Available for sale
• Associate (equity method) accounting

Capital Structure

50 video minutes

14 excel exercises

Video minutes 50

Excel Exercises 14

• Debt issues and repurchases
• Simple yield to maturity and all in cost calculations and understanding Original Issuer Discounts
• Calculating net debt
• Equity issuance and repurchases
• The difference between authorized, issued and outstanding shares and multiple share classes
• Other capital items: preference shares and convertible bonds
• Leverage ratios
• Debt liability maturity analysis

Accounting Ratios

41 video minutes

5 excel exercises

Video minutes 41

Excel Exercises 5

• Profitability ratios, including margins
• Liquidity ratios, including operating working capital
• EBIT and EBITDA for the historical year, and on an LTM basis
• Leverage ratios, including net debt and interest coverage
  Asset ratios

Cash Flow Statements

25 video minutes

3 excel exercises

Video minutes 25

Excel Exercises 3

• Understanding how to categorize cash flows between operating, investing, and financing
• Deriving a cash flow statement from two balance sheets and an income statement
• Deriving a balance sheet from a cash flow statement and an income statement
• Different cash flow statement presentations

Equity Method Investments

9 video minutes

5 excel exercises

Video minutes 9

Excel Exercises 5

• What are equity method investments?
  • Equity affiliates/associates
  • Joint ventures
• Equity method accounting
  • Income statement
  • Balance sheet
  • Cash flow statement
  • Financial statement integration

Intro to Full Consolidation

68 video minutes

21 excel exercises

Video minutes 68

Excel Exercises 21

• M&A accounting overview
• Balance sheet consolidation
• Sources and uses of funds
• Goodwill calculation
• Income statement consolidation
• Non controlling interests – NCI

The Modeler CPE

| Skills Certificate

12

Hours

6

Topics

66

Practical exercises

1

Exam

2

CPE credits available

Financial modeling is one of the most useful skills in the world of finance. Knowing how to build models quickly and error-free is critical for the decisions and recommendations that they underpin. Our online financial modeling course provides the perfect introduction to building models, developing multiple techniques for a comprehensive and practical understanding of the topic.

Introduction to Modeling

45 video minutes

12 excel exercises

Earn 2 CPE credits

×

Complete the Introduction to Modeling CPE exam to earn 2 credits.

Introduction to Modeling explores the key settings and steps to building a functional financial model. How to build a simple income statement, balance sheet and cash flow statement as well as preparing a completed model for handover.

Program level: beginner

Advanced preparation: None

Pre-requisites:

• Menu and Shortcut Basics
• Basic Formatting
• Basic Formulas and Calculations
• Basic Functions

Delivery method: QAS Self Study

Field of study: finance

Learning objectives:

• Recall the steps in model forecasting.
• Recall Excel functions to model efficiently.
• Determine how the three statements fit together in models and accounting.
• Identify the pros and cons of different design choices.
• Calculate changes in cash from balance sheet movements.
• Use complex calculations in models using the BASE approach.

Financial Edge is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

If you have any questions or issues please contact us. You can also refer to our refund policy and complaints policy.

Video minutes 45

Excel Exercises 12

• Key settings
• Formatting and layout standards
• Building a simple income statement and balance sheet model, on one sheet, then across sheets
• Balancing the balance sheet using the cash flow statement
• Preparing the model for handover
• Key formatting and putting the output into a pitch book

Three Statement Modeling with Iterations

67 video minutes

10 excel exercises

Video minutes 67

Excel Exercises 10

• Income statement construction and highlighting key numbers
• Calculation schedules (PP&E, retained earnings, operating working capital, and debt)
• Balancing the balance sheet with a cash sweep
• Calculating interest using average balances
• Circular references and iterations
• Working with a circular reference switch
• Preparing the model for handover
• Key formatting and putting the output into a pitch book

Three Statement Model Editing

44 video minutes

6 excel exercises

Video minutes 44

Excel Exercises 6

• Steps before editing
• Inserting a new item
• Removing an old item
• After editing
• Relevant keyboard shortcut keys

Three Statement Model With Estimates

71 video minutes

12 excel exercises

Video minutes 71

Excel Exercises 12

• Cleaning up the income statement and balance sheet and simplifying the line items
• Getting estimates for revenues and EBIT
• Building multiple scenarios into a model’s assumption
• Modeling a forecast debt repayment schedule from the notes
• Key ratios
• Checking the model for reasonableness
• Formatting and putting the output into a pitch book

Building a Model with Cash Sweep

73 video minutes

15 excel exercises

Video minutes 73

Excel Exercises 15

• Why banks want to be repaid early
• Cash sweep mechanisms
• How to model cash sweeps
• Building a three statement model with a cash sweep

Checking a Model for Integrity and Errors

36 video minutes

11 excel exercises

Video minutes 36

Excel Exercises 11

• Top ten errors
• Auditing and error checking toolkit
• Checking your own model
• Checking someone else’s model

The Valuer CPE

| Skills Certificate

12

Hours

6

Topics

70

Practical exercises

1

Exam

3.5

CPE credits available

Learn how and when to utilize key valuation methodologies and their supporting calculations.

Equity to Enterprise Value Bridge

33 video minutes

7 excel exercises

Earn 0.5 CPE credits

×

Complete the Equity to Enterprise Value Bridge CPE exam to earn 0.5 credits.

Understand how to calculate enterprise value from equity value and vice versa.

Program level: intermediate

Advanced preparation: None

Pre-requisites:

• Equity Method Investments
• Introduction to Full Consolidation

Delivery method: QAS Self Study

Field of study: finance

Learning objectives:

• Calculate enterprise value.
• Distinguish between equity value and enterprise value.
• Identify the key features of the enterprise value to equity bridge.
• Identify the role of and differentiate between authorized shares and issued shares.
• Recall the significance of the weighted average shares outstanding in the calculation of equity value.
• Calculate implied value per share.
  Calculate the equity value.

Financial Edge is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

If you have any questions or issues please contact us. You can also refer to our refund policy and complaints policy.

Video minutes 33

Excel Exercises 7

• Calculating equity value
• Calculating enterprise value
• Non-core items, debt equivalent items, and non-controlling interests
• Calculating simple multiples
• Illustrating the impact of leverage
• Understand how growth rates, returns and multiples interrelate

Trading Comparables

69 video minutes

17 excel exercises

Video minutes 69

Excel Exercises 17

• Review choosing a comparable set of companies
• Calculating enterprise value
• Calculating LTM EBITDA and EBIT
• Forward multiples and issues with consensus data
• Understanding which operational ratios are important for the analysis

Transaction Comparables

30 video minutes

11 excel exercises

Earn 1.5 CPE credits

×

Complete the Transaction Comparables CPE exam to earn 1.5 credits.

Understand how to assess premium paid and transaction multiples in company valuation.

Program level: intermediate

Advanced preparation: None

Pre-requisites:

• Equity to EV Bridge
• Trading Comparables

Delivery method: QAS Self Study

Field of study: finance

Learning objectives:

• Determine how to calculate synergies.
• Determine the role of the offer date, completion date and announcement date in transactions.
• Determine why a control premium is used and the methods used to find it.
• Calculate the premium paid.
• Calculate value created or destroyed for the acquirer.
• Calculate EV/EBITDA multiple for a transaction.
• Calculate the equity purchase price

Financial Edge is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

If you have any questions or issues please contact us. You can also refer to our refund policy and complaints policy.

Video minutes 30

Excel Exercises 11

• Reviewing data sources
• Understanding different deal contexts
• Calculating enterprise value and LTM EBITDA
• Calculating premiums paid based on offer prices where appropriate
• Calculating the synergies from the transactions as a % of target sales

WACC Analysis

27 video minutes

8 excel exercises

Earn 1.5 CPE credits

×

Complete the WACC Analysis CPE exam to earn 1.5 credits.

Understand how to calculate the weighted average cost of capital for valuation purposes.

Program level: intermediate

Advanced preparation: None

Pre-requisites:

• Equity to EV Bridge
• Trading Comparables
• Transaction Comparables

Delivery method: QAS Self Study

Field of study: finance

Learning objectives:

• Select the statement that describes a Discounted Cash Flow (DCF).
• Identify the components needed to calculate the cost of equity using the Capital Asset Pricing Model (CAPM).
• Determine the impact of a higher Beta on the cost of equity.
• Determine the impact of the Weighted Average Cost of Capital (WACC) on a company’s valuation.
  Determine the relationship between Beta and the cost of equity in the Capital Asset Pricing Model (CAPM).
• Calculate WACC.
• Identify the process of deleveraging and releveraging Beta.
• Identify the methods used to determine risk premium in the context of CAPM

Financial Edge is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

If you have any questions or issues please contact us. You can also refer to our refund policy and complaints policy.

Video minutes 27

Excel Exercises 8

• Capital Asset Pricing Model
• Calculating the WACC for the peer group
• Interpreting the results
• Establish a reasonable cost of capital for the target company
• WACC approach

Discounted Cash Flow Valuation

50 video minutes

14 excel exercises

Video minutes 50

Excel Exercises 14

• Calculating free cash flows
• Understanding how the operational ratios should develop over the financial forecast
• Calculating the steady state and making relevant adjustments to the steady state cash flows
• Making reasonable assumptions for long-term growth rates
• Discounting to a deal date
• Converting the enterprise value into an implied share price, making relevant adjustments for share options and restricted stock units

Pulling the Analysis Together

43 video minutes

13 excel exercises

Video minutes 43

Excel Exercises 13

• Reviewing different valuation methods
• Preparing valuation ranges for each valuation method
• Summarizing the valuation ranges and interpreting the results

The Equities Trader CPE

| Skills Certificate

7

Hours

4

Topics

34

Practical exercises

1

Exam

1.5

CPE credits available

Learn all aspects of equity sales and trading at an investment bank and utilize practical skills from day one.

Equity to Enterprise Value Bridge

33 video minutes

7 excel exercises

Earn 1.5 CPE credits

×

Complete the Equity to Enterprise Value Bridge CPE exam to earn 1.5 credits.

Understand how to calculate enterprise value from equity value and vice versa

Program level: intermediate

Advanced preparation: None

Pre-requisites:

• Equity Method Investments
• Introduction to Full Consolidation

Delivery method: QAS Self Study

Field of study: finance

Learning objectives:

• Calculate enterprise value.
• Distinguish between equity value and enterprise value.
• Identify the key features of the enterprise value to equity bridge.
• Identify the role of and differentiate between authorized shares and issued shares.
• Recall the significance of the weighted average shares outstanding in the calculation of equity value.
• Calculate implied value per share.
  Calculate the equity value.

Financial Edge is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

If you have any questions or issues please contact us. You can also refer to our refund policy and complaints policy.

Video minutes 33

Excel Exercises 7

• Calculating equity value
• Calculating enterprise value
• Non-core items, debt equivalent items, and non-controlling interests
• Calculating simple multiples
• Illustrating the impact of leverage
• Understand how growth rates, returns and multiples interrelate

Equities Markets and Products

34 video minutes

8 excel exercises

Video minutes 34

Excel Exercises 8

• Cash equities
• Different exchanges
• Initial public offerings
• Role of ECM versus trading desk

Special Situations

92 video minutes

6 excel exercises

Video minutes 92

Excel Exercises 6

• Equity events: spin offs, share repurchases, asset sales
• Fixed income events: debt restructuring, distressed debt
• Private situations

Equity Derivatives

62 video minutes

13 excel exercises

Video minutes 62

Excel Exercises 13

• Options, forwards, and futures
• Asset swaps
• Structured products
• Hedging

The FICC Trader

| Skills Certificate

5.5

Hours

5

Topics

28

Practical exercises

1

Exam

Learn all aspects of fixed income, currencies and commodities sales and trading at an investment bank.

Rates Markets and Products

39 video minutes

5 excel exercises

Video minutes 39

Excel Exercises 5

• US government bond market including TIPS and zero coupons
• European government bond market including index linked Gilts, Gilt strips, and other inflation-linked bonds (e.g. Germany)
• Asian government bond market including JGBi
• Yield curve
• Central bank activity and impact to capital markets

Credit Markets and Products

41 video minutes

10 excel exercises

Video minutes 41

Excel Exercises 10

• Credit ratings
• Credit spreads and implied risk premia
• US corporate bond market
• European corporate bond market
• Bonds with specialist including puttable, callable, contingent capital (coco), CLOs, CDOs, convertibles, and exchangables
• Bank loans
• Calculating bond yields
• Calculating bond prices
• Role of DCM versus the trading desk

FX and Commodities

19 video minutes

Video minutes 19

Excel Exercises 0

• FX definitions and quote methodology
• FX spot market
• Cross rates
• Commodity markets

Fixed Income Derivatives

35 video minutes

8 excel exercises

Video minutes 35

Excel Exercises 8

• Options, forwards, and futures
• Interest rate swaps
• Swaptions
• Credit default swaps and credit default indices
• FX and commodity derivatives
• Structured products

Collateral Management

33 video minutes

5 excel exercises

Video minutes 33

Excel Exercises 5

• What is collateral?
• Types of collateral
• Credit risk
• Centralized clearing

Performance Measurement

| Skills Certificate

1

Hour

1

Exam

Learn how to build more efficient and resilient portfolios by measuring the returns and risks in a portfolio. Consider how the performance of portfolio managers is assessed, and the ways in which various divers of performance can be identified.

Portfolio Performance

12 video minutes

Video minutes 12

Excel Exercises 0

• Components of return
• Absolute and relative performance
• Rolling returns
• Time-weighted and dollar-weighted returns

Benchmarks

7 video minutes

Video minutes 7

Excel Exercises 0

• Introduction to benchmarks
• Properties of a valid benchmark
• Types of benchmarks

Equity Indices

11 video minutes

Video minutes 11

Excel Exercises 0

• Introduction to equity indices
• Types of indices
• Market value weighted
• Price weighted
• Equal weighted
• Fundamentally weighted

Risk Adjusted Measures

12 video minutes

Video minutes 12

Excel Exercises 0

• Alpha
• Sharpe Ratio
• Treynor Ratio
• Information Ratio

Attribution

11 video minutes

Video minutes 11

Excel Exercises 0

• Allocation effect
• Selection effect
• Interaction effect
• Factor tilt attribution

New - Portfolio Manager Expert Interview

| Completion Certificate

10

Minutes

Curious to know what it’s really like to work in portfolio management? Get the answer to this and many more questions in our new expert interview with wealth manager, John Correia!

Portfolio Manager Expert Interview

10 video minutes

Video minutes 10

Excel Exercises 0

• Meet a portfolio manager
• How did you begin your career
• Main responsibilities and skills
• Why portfolio management
• Challenges of working in portfolio management
  and more!