Portfolio Management for Retail Clients

Portfolio Management for Retail Clients Overview

Being a portfolio manager is not only reserved for the institutional advisor. There is an equally challenging and in-demand role on the retail side, where portfolio managers invest the funds of individuals and families. Learn the fundamentals of this career path and apply some of the key technical skills you will need to master through our portfolio simulations.

Portfolio Management for Retail Clients Learning Objectives

Upon completing this course, you will be able to: 

• Distinguishthe difference between institutional versus retail portfolio management
• Understandthe four key terms used to describe portfolio managers’ approaches to investing
• Draftan investment policy statement (IPS) given an example client profile
• Explainfour methods that portfolio managers commonly use to manage client portfolios

Who Should Take This Course?

This course is for anyone interested in pursuing the portfolio manager designation in the wealth management field, as well as anyone who wants a deeper understanding of how to invest and maintain their investment portfolio.