Portfolio Management Courses and Certifications

AnalystPrep

CFA Level III Video Series - Complete Exam Preparation

Master CFA Level III concepts with expert-led video summaries covering asset allocation, portfolio management, wealth management, and performance standards from an experienced CFA charterholder.

• YouTube
• 20 hours 55 minutes
• Self-Paced
• Free Video

Derek Banas

Low Risk Investments - Python for Finance 4

Use Python and data science libraries to build low-risk stock portfolios and measure diversifiable and non-diversifiable risk.

• YouTube
• 29 minutes
• Self-Paced
• Free Video

AnalystPrep

Portfolio Risk and Return - Part I

Master essential portfolio management concepts, including risk aversion, optimal portfolio selection, asset characteristics, and statistical measures for analyzing returns and risk in investment decision-making.

• YouTube
• 56 minutes
• Self-Paced
• Free Video

Tina Huang

Investing Fundamentals - Portfolio Setup, Asset Classes, and Investment Strategies

Master essential investing fundamentals in under an hour, covering portfolio setup, diversification, stocks, bonds, ETFs, mutual funds, crypto, and real estate strategies.

• YouTube
• 53 minutes
• Self-Paced
• Free Video

New York Institute of Finance

Fixed Income Portfolio Management

8 ratings at edX

Learn how to construct and manage fixed income portfolios using the latest tools and techniques.

• edX
• 4 weeks, 1-2 hours a week
• Self-Paced
• Free Online Course (Audit)

IIT Roorkee;  NPTEL

Security Analysis & Portfolio Management

Learn to value securities, analyze risk and return, optimize portfolios, and manage equity and fixed-income investments using fundamental, quantitative, and market-based methods.

• Swayam
• 12 weeks
• Available until Oct 9, 2026
• Free Online Course

Investment Analysis and Portfolio Management（投资分析与组合管理）

Learn classic investment theory and apply it: efficient market hypothesis, Markowitz portfolios, CAPM and multifactor models, bond duration and convexity, plus performance evaluation in Excel.

• XuetangX
• Self-Paced
• Free Online Course

Career Certificate

Operations & Client Management Portfolio Development

Build and deploy operations-automation and client-facing systems using agentic workflows, scheduling, billing, and client portals.

• VDCI
• 60 hours
• Self-Paced
• $2,995.00

AnalystPrep

Trade Strategy and Execution for CFA Level III - Part 1

Master trading strategies and execution techniques for CFA Level III, covering trade motivations, benchmarks, algorithms, and decision-making processes for optimal portfolio management.

• YouTube
• 53 minutes
• Self-Paced
• Free Video

AnalystPrep

Overview of Global Investment Performance Standards - Part 2 - 2025 CFA Level III

Master GIPS standards, composite construction, portfolio management, and performance reporting requirements for CFA Level III exam preparation.

• YouTube
• 38 minutes
• Self-Paced
• Free Video

AnalystPrep

Overview of the Global Investment Performance Standards - Part 1

Master the fundamentals of GIPS standards, including compliance requirements, return calculation methodologies, and their benefits for investment managers and clients in global investment performance reporting.

• YouTube
• 42 minutes
• Self-Paced
• Free Video

AnalystPrep

Fund Management - FRM Part 1 2025 - Book 3 - Chapter 3

Master essential fund management concepts, from mutual funds and ETFs to hedge fund strategies, performance metrics, and trading behaviors. Calculate NAVs, understand fee structures, and explore diverse investment approaches.

• YouTube
• 31 minutes
• Self-Paced
• Free Video

AnalystPrep

Topics in Private Wealth Management - Part II - CFA Level III Reading 21

Master strategies for managing concentrated wealth positions and learn effective approaches for tax-efficient wealth transfer planning, focusing on public equities, private businesses, and real estate holdings.

• YouTube
• 32 minutes
• Self-Paced
• Free Video

AnalystPrep

Asset Allocation to Alternative Investments: Suitability and Implementation Strategies - Part 2

Master alternative investment allocation strategies with focus on suitability, asset approaches, liquidity planning, and monitoring programs for CFA Level III exam preparation.

• YouTube
• 52 minutes
• Self-Paced
• Free Video

AnalystPrep

Asset Allocation to Alternative Investments in Multi-Asset Portfolios - Part 1

Explore alternative investments' role in portfolio management, covering diversification strategies, risk mitigation, and key considerations for different investment types in multi-asset portfolios.

• YouTube
• 58 minutes
• Self-Paced
• Free Video