- History of Portfolio Management
- Necessity of Investment Policy
- SEBI Regulations
- Risks in Investment
- Portfolio Management Process
Online
₹ 3,499
Quick facts
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Medium of instructions
English
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Mode of learning
Self study
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Mode of Delivery
Video and Text Based
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Course overview
A certificate programme to become a Certified Portfolio Analyst will be suitable best for candidates who wish to upskill themselves or apply for higher positions at their work.
This course will guide candidates to be involved primarily in knowing when to take decisions related to a range of financial assets. After taking this Certified Portfolio Analyst Course candidates can manage stocks, corporate bonds, currencies and any other financial assets or a client portfolio.
They will need to be certified for the same and this course will answer that need. This programme is curated keeping in mind the changing dynamics of global markets and its impacts on the overall running of the country and world at large. This course is perfect for candidates who wish to improve their chances in the field of financial portfolio management and securing their desired roles in the field.
This can be a great way to upskill their skills to apply for higher positions at current jobs or for promoted jobs. The programme focuses on developing stronger domain knowledge, detail oriented approach, quantitative legal skills, and insights with deeper financial and investment knowledge.
The highlights
- Get government certification
- Lifetime validity of the certificate
- Access to e-learning content for life
- Free sample tests for practice
- Get a ‘VSkills Certified’ Tag on various job portals
Program offerings
- Online learning
- Study material
- Practices tests
- Online exam
Course and certificate fees
Fees information
- The Certified Portfolio Analyst Programme By VSkills is available for a fee of Rs. 3,499/- only.
- The fee includes the cost of the certificate allotted at the end of completion of this course, subject to passing the final exam.
Head | Amount in INR |
Certified Portfolio Analyst Programme Fee | Rs.3,499 |
certificate availability
certificate providing authority
Eligibility criteria
Certification Qualifying Details
- The Certified Portfolio Analyst Programme offered by VSkills will award a certificate to all those candidates who pass the final online exam of the certification programme.
- The test contains 50 questions and candidates who score minimum 50% i.e answer 25 questions correctly will pass the exam and be awarded a certification.
- The test contains no negative marking.
What you will learn
By taking this course on Certified Portfolio Analyst Programme candidates can:
- Develop an understanding of the concept of risks in portfolio management.
- Become experts in the calculation of asset values and integrated risks.
- Understanding of techniques to create and construct financial portfolios for different needs.
- Become conscious of the investment policy and learn how to measure its parameters.
- Learn analysing portfolios and investment policies.
- Handle the portfolio analyst role as an independent entity.
Who it is for
The Certified Portfolio Analyst Programme by Vskills is perfect for:
- Professionals in the field of financial and capital markets who wish to get certified as a portfolio analyst and open a consultancy or venture of their own.
- Traders and stock brokers who have the acumen and understanding and wish to upskill themselves for higher job profiles and want to get certified for the same.
- Professionals in the field of risk management who need certification and better understanding to take on higher job responsibilities and a better pay package.
- Candidates who wish to take up Technical analysis, portfolio and financial management as a choice of career.
Admission details
Candidates can follow these simple steps for admission to the Certified Portfolio Analyst Course :
Step 1: Log into the certificate course detail page on the VSkills website.
Step 2: Select the Certification you wish to enrol for, in this case, select Certified Portfolio Analyst and click on Register.
Step 3: The next webpage will require candidates to register with personal details and contact information, complete the registration process to create an account.
Step 4: Next candidates will have to pay the course fee. Candidates can use bank transfer, Debit/Credit cards to pay for the course fee.
Step 5: After candidates complete the payment they will receive a verification email, an Online e-Learning Access (LMS) and a Hard copy of the course study material.
Step 6: Learners can start taking the course right away and receive the certification after passing the final exam.
The syllabus
Introduction to Portfolio Management
Investment Policy
- Types of Portfolios
- Types of Investors
- Client Profiling
- Setting Goals and Prioritization
- Gathering Data
- Investment Objectives and Constraints
Capital Market Expectations
- Forecasting Market Environment
- Macroeconomic Variables
- Forecasting Tools
Asset Allocation: Policies & Procedures
- Portfolio Diversification
- Asset Allocation Process
- Types of Asset Allocation
- Classes of Assets
- Expected Long-Term Benchmark Portfolio Results
Capital Market Theory
- Markowitz Model and Efficient Frontier
- Capital Asset Pricing Model
- Chaos Theory
- Arbitrage Pricing Model
Portfolio Analysis
- Components of Risk and Return
- Measures of Risk
- Systematic and Unsystematic Risk
- Beta of a Portfolio
Portfolio Revision
- Importance of Portfolio Revision
- Portfolio Revision Constraints
- Common Faults in Revision
- Portfolio Revision Strategies
- Portfolio Revision Techniques
Measuring and Evaluating Portfolio Performance
- Measures of Return
- Buying the Index Approach
- Performance Evaluation of Portfolio Managers
Equity Portfolio Management
- Passive Portfolio Management
- Active Portfolio Management
- Benchmark Portfolios
- Derivatives in Equity-Portfolio Management
Fixed Income Portfolio Management
- Bond Ratings
- Fixed Income Portfolio Management – Passive
- Fixed Income Portfolio Management – Active
- Barbelled and Laddered Strategies
How it helps
Candidates taking this Certified Portfolio Analyst Programme will benefit greatly from the course since the market of today has been experiencing change like never before, especially so, with the dynamic nature of the market. There’s an increase in the need for an analyst and portfolio managers who understand the varying requirements and complexities of the clients and yet yield the desired financial results for them.
This VSkills certification for a Certified Portfolio Analyst comes into picture when candidates want to learn the right tricks of the trade from industry experts. The curriculum of the course is well designed to cater to such dynamic changes of the current markets and its changing dynamics. As analyst candidates will be responsible for the investments and strategising decisions for the client portfolios as well as balancing them to minimise risks and meet the required financial goals for them.
This certification is perfect for candidates looking for opportunities in this field and want to expand their knowledge. The chances of candidates to get an opportunity and a role they desire increases multifold with the additional knowledge that this course imparts to each learner.
FAQs
Candidates can log into the Vskills course detail page here for enrolling in the programme. https://www.vskills.in/certification/accounting-banking-and-finance/certified-portfolio-manager.
Yes. The cost of the certificate awarded at the end of the course is included in the fees. However, each candidate will be required to pass the exam for receiving the certificate.
Candidates can use Bank Transfer, credit and debit cards for fee payment. Vskills also accepts Amex and all major Indian bank debit cards for payment of a fee.
The certificate is valid for a lifetime. Candidates do not need to renew it ever.
For any more details about the course, Candidates can download the brochure from the website link here: https://www.vskills.in/certification/brochure/vs-1094-certified-portfolio-manager-brochure.pdf.
Candidates can open the course webpage and request a call back for more details. Just click on request Callback and fill out your details for a call. Here is the link to the course page. https://www.vskills.in/certification/accounting-banking-and-finance/certified-portfolio-manager.
For sample questions, candidates can open the brochure and find some model questions given in the end under the tab Sample question.
The test duration will be for 60 minutes and candidates will have to answer 50 questions in total.
Yes, candidates can read a sample chapter from the course by clicking on Sample Chapter from the course page.
Yes. Candidates can take a mock test of each subheading by clicking here: https://www.vskills.in/practice/skills/finance/portfolio-manager.