| Bonus Resources.txt | 102.4 B | ||
| Ex_Files_4G_LTE_Architecture | |||
| Exercise Files | |||
| 15.2 LTE Downlink Link Budget Calculation.xlsx | 71.2 KB | ||
| 15.3 LTE Uplink Link Budget Calculation.xlsx | 68 KB | ||
| 16.2 Peak Data Rate Theoretical vs Practical.xlsx | 12.8 KB | ||
| Ex_Files_AI_Governance_Program | |||
| Exercise Files | |||
| 01_02 HANDOUT AI Governance Maturity Assessment.pdf | 30.5 KB | ||
| Ex_Files_Claude_Code_101 | |||
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| finance | |||
| Balance Sheet.xlsx | 51.1 KB | ||
| Budget.xlsx | 33.8 KB | ||
| Customer Lists.xlsx | 244.1 KB | ||
| Financial Statement.xlsx | 35.9 KB | ||
| Labor Expenses.xlsx | 44.7 KB | ||
| Marketing Expenses.xlsx | 42.3 KB | ||
| Overhead Costs.xlsx | 38.2 KB | ||
| Product Line.xlsx | 38.5 KB | ||
| US Online Retail Sales.xlsx | 468.2 KB | ||
| US Sales by Region.xlsx | 492.9 KB | ||
| marketing | |||
| Brand Content.docx | 2.7 MB | ||
| Community Member Personas.pdf | 106.1 MB | ||
| Employee Giving Program Blog Article.docx | 19.1 KB | ||
| Executive Summary.docx | 10.6 KB | ||
| Master Presentation.pptx | 186.2 MB | ||
| marketing_rubric.pdf | 3.9 KB | ||
| Ex_Files_Portfolio_Management_Retail | |||
| Exercise Files | |||
| Portfolio Allocation Tool - Complete.xlsx | 149.9 KB | ||
| Portfolio Allocation Tool - Template.xlsx | 145.6 KB | ||
| Get Bonus Downloads Here.url | 204.8 B | ||
| marketing_rubric.pdf | 3.9 KB | ||
| ~Get Your Files Here ! | |||
| 01. Introduction | |||
| 01. Course introduction.mp4 | 6.2 MB | ||
| 02. 1. What Is Retail Portfolio Management | |||
| 01. Retail vs. institutional portfolio management.mp4 | 5.3 MB | ||
| 02. Portfolio manager approaches, part one.mp4 | 7.1 MB | ||
| 03. 2. Investment Policy Statements (IPS) | |||
| 01. Developing an investment philosophy.mp4 | 5.7 MB | ||
| 02. Drafting an investment policy statement (IPS) - Part 1.mp4 | 11 MB | ||
| 03. Drafting an investment policy statement (IPS) - Part 2.mp4 | 4.2 MB | ||
| 04. 3. Managing Portfolios | |||
| 01. Model-based approach.mp4 | 5.1 MB | ||
| 02. How to use models, part one.mp4 | 11.7 MB | ||
| 03. How to use models, part two.mp4 | 7.5 MB | ||
| 05. 4. Applications for Retail PM | |||
| 01. Equity model overview.mp4 | 12.5 MB | ||
| 02. Equity model initial.mp4 | 7 MB | ||
| 03. Equity model later.mp4 | 7 MB | ||
| 04. Portfolio overview.mp4 | 5.2 MB | ||
| 05. Portfolio allocations.mp4 | 3.3 MB | ||
| 06. Conclusion | |||
| 01. Course summary.mp4 | 5.9 MB | ||
| 06. Portfolio strategic target.mp4 | 927 KB | ||
| 07. Portfolio fixed income tilt.mp4 | 2.3 MB | ||
| 08. Portfolio equity tilt.mp4 | 1.3 MB | ||
| 03. Portfolio manager approaches, part two.mp4 | 5.4 MB |
Portfolio Management for Retail Clients
https://WebToolTip.com
Released 3/2026
With Corporate Finance Institute (CFI)
MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz, 2 Ch
Skill level: Beginner + Intermediate | Genre: eLearning | Language: English + subtitle | Duration: 56m | Size: 115 MB
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 nstrate 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
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| 651.5 MB | freecoursewb | 1 year | 2 | 0 | |
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