Portfolio Theory, Asset Allocation And Performance Measurement (PTAAPM)

CE Finder Tool

Not sure which continuing education course is right for you? Explore our CE finder tool.

Get Started

About

This course takes you through the principles of modern portfolio theory and the benefits of diversification and drafting an optimal asset mix for investors. You’ll get an overview of the mechanism and merits of using active investment strategies in the quest for additional returns, by both individual and professional investors. Finally, you’ll learn the detailed process of measuring and evaluating investment performance that can help attribute the source of any active “added value.”

Request More Information

Would you like to keep informed about CSI's products and promotions?

Promotion Check