Asset Allocation Courses and Certifications

Wharton Business and Financial Modeling Capstone

525 ratings at Coursera

Build a portfolio allocation model in spreadsheets: calculate daily returns and summary statistics, find the minimum-variance and optimal risky portfolio, and present a diversification recommendation.

• Coursera
• 5 weeks, 3 hours a week
• Self-Paced
• Paid Course

如何驾驭高波动市场下的资产配置？

探讨如何在高波动市场环境下进行资产配置。

• XuetangX
• Self-Paced
• Free Online Course

Portfolio Selection and Risk Management

635 ratings at Coursera

Build optimal portfolios: measure risk and return, apply diversification and mean-variance optimization, and price assets with CAPM and the Fama-French three-factor model.

• Coursera
• 5 weeks, 5 hours a week
• Self-Paced
• Paid Course

Biases and Portfolio Selection

286 ratings at Coursera

Investors are their own worst enemies: examine the efficient markets hypothesis, behavioral biases and market anomalies, and match asset allocation to investor preferences and horizons.

• Coursera
• 4 weeks, 4 hours a week
• Self-Paced
• Paid Course

Gold and Bitcoin

18 ratings at Coursera

Compare gold and bitcoin as monetary assets: blockchains, hashing and mining mechanics, scarcity and custody differences, 51% and quantum risks, and portfolio allocation during inflation shocks.

• Coursera
• 4 weeks, 2 hours a week
• Self-Paced
• Paid Course

Alternative Investments as We Age: Dive into Your Portfolio

Build a diversified portfolio with alternative investments: model asset allocation and efficient frontiers, then weigh farmland, real estate, and crypto against costs, liquidity, and regulation.

• Coursera
• 4 weeks, 2 hours a week
• Self-Paced
• Paid Course

Creating a Portfolio

322 ratings at Coursera

Build a portfolio of trading strategies: measure each strategy's risk-return contribution, run tilting and style analysis, draw the efficient frontier, backtest, and handle hedge fund compliance.

• Coursera
• 4 weeks, 2 hours a week
• Self-Paced
• Paid Course

Capstone: Build a Winning Investment Portfolio

72 ratings at Coursera

Build and manage a $1 million simulated ETF portfolio: set asset allocation, make tactical macro shifts, apply Fama-French factor models, and evaluate risk-adjusted performance.

• Coursera
• 6 weeks, 2 hours a week
• Self-Paced
• Paid Course

Coursera

Portfolio Optimization using Markowitz Model

329 ratings at Coursera

Optimize a two-asset portfolio using the Markowitz model: work with Sharpe ratios, plot the efficient frontier, and locate the maximum risk-to-return point.

• Coursera
• 2 hours 10 minutes
• Self-Paced
• Paid Course

Coursera

Financial Analysis: Portfolios, Risks, Strategic Decisions

159 ratings at Coursera

Design investment portfolios around risk tolerance, horizon, and financial targets, applying diversification, asset allocation, and risk-return trade-offs to real-life example portfolios.

• Coursera
• 1 hour 33 minutes
• Self-Paced
• Paid Course

EDUCBA Career Certificate

Equity Valuation and Portfolio Analysis

17 ratings at Coursera

Build Excel-based financial models, calculate WACC and free cash flow, apply DCF and relative valuation, and evaluate portfolio strategies using pharmaceutical, capital goods, and retail cases.

• Coursera
• 8 weeks, 10 hours a week
• Self-Paced
• Paid Course
• 6 courses

EDUCBA

Financial Planning and Investment Strategies

Build a personal financial plan: apply time value of money, goal setting, diversification and asset allocation, and weigh mutual funds, bonds, REITs and tax-saving tools like FSAs.

• Coursera
• 3 weeks, 2 hours a week
• Self-Paced
• Paid Course

S.P. Jain Institute of Management and Research

Security Analysis and Portfolio Management

Build and evaluate multi-security equity portfolios using E-I-C analysis, Modern Portfolio Theory, CAPM, and rebalancing and performance measurement techniques.

• Coursera
• 6 weeks, 3 hours a week
• Self-Paced
• Paid Course

EDUCBA

Analyze Investor Behavior with Behavioral Finance

Analyze why investors deviate from rational models: apply prospect and utility theory, spot cognitive and emotional biases, interpret market anomalies, and build behaviorally informed asset allocations.

• Coursera
• 7 weeks, 3 hours a week
• Self-Paced
• Paid Course

EDUCBA

Equity Research & Portfolio Management

Build and evaluate portfolios: compare active and passive strategies, measure tracking error, construct momentum portfolios, analyze mutual fund style and holdings, and apply global asset allocation.

• Coursera
• 8 weeks, 2 hours a week
• Self-Paced
• Paid Course