Portfolio Management Courses and Certifications

Portfolio Management for Retail Clients

21 ratings at Corporate Finance Institute

This course is a deep dive into portfolio management for the retail client — this means individuals and families that have wealth to invest in, not corporations with funds to earn returns on

• Corporate Finance Institute
• 51 minutes
• On-Demand
• Paid Course

Level I CFA® Prep Course (2023) - Portfolio Management

945 ratings at Udemy

Deep dive into Portfolio Mgt with the Bestselling CFA® prep course updated for 2023 | With visual learning + Quizzes

• Udemy
• 4 hours 42 minutes
• On-Demand
• Paid Course

Project Management - Intro. to Project Portfolio Management

490 ratings at Udemy

Explore the most common questions regarding Project Portfolio Management

• Udemy
• 1 hour 3 minutes
• On-Demand
• Paid Course

Portfolio Management and Optimization in Excel

300 ratings at Udemy

Learn How to Construct and Optimize Portfolios, Manage Risks, and Achieve Investment Objectives Using the Power of Excel

• Udemy
• 6 hours 34 minutes
• On-Demand
• Paid Course

Unlock PfMP Portfolio Management Professional for Success

200 ratings at Udemy

Project Portfolio Mastery: Ultimate PfMP Certification Journey, Excel in Project Portfolio Management, PfMP Exam Prep.

• Udemy
• 1 hour 52 minutes
• On-Demand
• Paid Course

CFA Level 2 - Portfolio Management

137 ratings at Udemy

Master the Portfolio Management topic for the CFA Level 2 exams

• Udemy
• 6 hours 54 minutes
• On-Demand
• Paid Course

PfMP® Study Guide - Portfolio Management Professional

Comprehensive PfMP® exam prep covering strategic management, portfolio performance, risk analysis, and stakeholder communication through bite-sized lessons and practice questions.

• Study.com
• 11 hours
• On-Demand
• Paid Course

EDUCBA

Analyze Capital Market Expectations for Portfolio Management

Master macroeconomic analysis and structured frameworks to build capital market expectations, evaluate policy impacts, and enhance portfolio management decisions across global asset classes.

• Coursera
• 4 hours 27 minutes
• On-Demand
• Paid Course

Building Wealth – Personal Financial Strategies for Portfolio Management

Master portfolio management fundamentals to build wealth through strategic asset allocation, risk assessment, and goal-aligned investment strategies over 6 comprehensive weeks.

• Swayam
• 6 weeks
• On-Demand
• Free Online Course

Build Your Own Robo-Advisor

3 ratings at Corporate Finance Institute

Build your own robo-advisor model to suggest a wealth management portfolio based on various inputs

• Corporate Finance Institute
• 19 minutes
• On-Demand
• Paid Course

Portfolio Management - Lecture 13

Explore advanced portfolio management beyond modern theory, covering asset allocation, risk measurement, behavioral finance, and dynamic rebalancing strategies.

• YouTube
• 1 hour 21 minutes
• On-Demand
• Free Video

AnalystPrep

Case Study in Portfolio Management: Institutional - CFA Level III Reading 14

Master portfolio management techniques for institutional investing, focusing on liquidity risk, derivatives overlays, ESG integration, and tactical asset allocation strategies aligned with CFA Level III standards.

• YouTube
• 59 minutes
• On-Demand
• Free Video

AnalystPrep

Overview of Equity Portfolio Management - CFA Level III Reading 14 (2025)

Master essential equity portfolio management concepts, from investment universe segmentation to shareholder engagement strategies, preparing for CFA® Level III with comprehensive coverage of income sources, costs, and investment rationales.

• YouTube
• 1 hour 6 minutes
• On-Demand
• Free Video

AnalystPrep

Liability-Driven and Index-Based Strategies in Fixed-Income Portfolio Management - Part 1

Master liability-driven investing strategies and portfolio management techniques, focusing on immunization, duration matching, and cash flow strategies for single and multiple liability scenarios in fixed-income investments.

• YouTube
• 39 minutes
• On-Demand
• Free Video