Course Overview
CFA III (Part #5) – Fixed Income and Equity Portfolio Management:
The CFA charter is one of the most respected designations in finance, considered by many to be the gold standard in the field of investment analysis. Its uses lay in various dimensions of the financial world, including portfolio management, treasury, risk management, Hedge Funds etc.
This is a CFA Curriculum – Fixed Income and Equity Portfolio Management course designed for those who want to learn about elements of the investment management process. It includes concepts like bond index strategies, risk exposures, scenario analysis, risk immunization, credit portfolio and many other topics which is included in CFA Curriculum.
Course Objective:
- To summarize material in accordance to the Learning Outcome Statements provided by CFA institute
- To create a solid understanding of the ground concepts. This can then be carried upon by candidates in the levels ahead.
Target Customers:
- Students
- Professionals
- Others who are interested in a career in Investment Management
Pre-Requisites:
Bachelor’s degree or equivalent. An exemption can be made where you can write the CFA level 2 if you
a) Are in the final year of your undergraduate program,
b) Have four years of professional experience, or
c) Have a combination of both, equating to at least four years.
Passion to learn. It is not an easy program to complete. It is considered as one of the toughest degrees to obtain in the financial world.