Level I CFA® Prep Course 2023 Portfolio Management

Deep dive into Portfolio Management with the Bestselling CFA® prep course provider | With visual learning + Quizzes
Level I CFA® Prep Course 2023 Portfolio Management
File Size :
1.95 GB
Total length :
4h 21m



PrepNuggets | by Keith Tan, CFA


Last update

Last updated 11/2022



Level I CFA® Prep Course 2023 Portfolio Management

What you’ll learn

Calculate and interpret portfolio standard deviation
Understand the theory behind investor’s optimal portfolio
Differentiate between capital allocation line (CAL) and capital market line (CAL)
Understand the difference between systematic risk and unsystematic risk
Calculate and interpret a stock’s beta
Apply CAPM and Security Market Line (SML)
Calculate and interpret the Sharpe ratio, Treynor ratio, M-squared , and Jensen’s alpha.
Understand the major components of an Investment Policy Statement (IPS)
Plan and construct an investment portfolio
Risk management, risk budgeting, and measuring risk
Understand the various methods to modify a risk
Understand how Fintech is applied in investment management (Robo-advisors, automated trading)
Understand Big Data, AI and Machine Learning
Understand the technology behind distributed ledgers and Blockchain

Level I CFA® Prep Course 2023 Portfolio Management


Basic mathematics knowledge
Quantitative Methods


Bestselling and Highest Rated CFA® courses on Udemy!(for 2023 CFA® Level I exam)The CFA® program is rewarding but gruelling. The majority of candidates fail the exam. In order to pass, you are going to need much more than summaries or crash courses. But we can fully empathise if you feel the curriculum is too lengthy and too difficult given your busy schedule.That is why we have crafted for you this complete series of 10 courses covering all 10 topics of the CFA® curriculum. These courses are not superficial summaries, but a detailed and concise coverage of the curriculum for each topic area.We keep our videos short so as to help you follow the Pareto Principle. We believe that if you put in the optimal 20% effort using the right approach, you can potentially achieve 80% of the results!The PrepNuggets approach is to condense pertinent material from the curriculum to easily digestible nuggets for you to consume during your pockets of free time. Each nugget is painstakingly crafted to explain really complex concepts using engaging illustrations and animations. No more wading through pages and pages of words, or sitting through long boring lessons with bullet-point slides.By the end of this course, we are confident you will be able to comfortably handle at least 80% of the questions under this topic area.Don’t take our word for it! Hear what some of our students have to say:”This is an INCREDIBLY useful course for visual learners. The concepts are clear and concise. You will begin to see the relationships between concepts as you progress. Excited for the rest of this course and the other courses in the rest of the series.” – Andrew Bachman”One of the best courses I’ve seen, if not the best. Prepnuggets staff know how to pass on knowledge, both by visualization and by verbal explanations. Excited to finish this course and continue to other courses.” – Lidor SigronTake action now! It is never too early or too late to start preparing. Join thousands of CFA candidates worldwide in making us your preferred prep companion!———NOTE: This course is part of a complete series of 10 courses that fully cover all 10 topics for CFA® Level I. We recommend you begin your exam preparation with our Quantitative Methods course. For our full catalog of courses, look for our instructor profile down below and click on the PrepNuggets logo.REQUIRED DISCLAIMER: CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by PrepNuggets or Udemy. CFA Institute, CFA®, and Chartered Financial Analyst® are trademarks owned by CFA Institute.


Section 1: Introduction

Lecture 1 How To Get The Most Out Of This Course

Lecture 2 Formulas, Definitions, Diagrams at your FINGERTIPS!

Section 2: Overview on Portfolio Management

Lecture 3 Portfolio Approach to Investing

Lecture 4 Types of Investors

Lecture 5 Steps in the Portfolio Management Process

Lecture 6 Pooled Investments

Lecture 7 Test Your Understanding

Section 3: Portfolio Risk and Return I

Lecture 8 Returns Measures

Lecture 9 Expected Returns and Standard Deviation of Returns

Lecture 10 Theory of Portfolio Diversification

Lecture 11 Investor’s Optimal Portfolio

Lecture 12 Test Your Understanding

Section 4: Portfolio Risk and Return II

Lecture 13 Capital Market Theory

Lecture 14 Systematic vs Unsystematic Risk

Lecture 15 Returns Generating Models and Beta

Lecture 16 CAPM and Security Market Line

Lecture 17 Measures of Portfolio Performance

Lecture 18 Test Your Understanding

Section 5: Basics of Portfolio Planning and Construction

Lecture 19 Portfolio Planning

Lecture 20 Portfolio Construction

Lecture 21 Test Your Understanding

Section 6: The Behavioural Biases of Individuals

Lecture 22 Cognitive Errors

Lecture 23 Emotional Biases

Lecture 24 How Behavioural Finance Influences Market Behaviour

Lecture 25 Test Your Understanding

Section 7: Risk Management Overview

Lecture 26 The Risk Management Process

Lecture 27 Risk Governance

Lecture 28 Identification of Risks

Lecture 29 Measuring Risks

Lecture 30 Methods of Risk Modification

Lecture 31 Test Your Understanding

Section 8: Technical Analysis

Lecture 32 Principles of Technical Analysis

Lecture 33 Charts and Chart Patterns

Lecture 34 Technical Indicators

Lecture 35 Intermarket Analysis and Applications to Portfolio Management

Lecture 36 Test Your Understanding

Section 9: Fintech in Investment Management

Lecture 37 Big Data and Artificial Intelligence

Lecture 38 Applications of Fintech to Investment Management

Lecture 39 Distributed Ledger Technology (Blockchain)

Lecture 40 Test Your Understanding

Section 10: BONUS: Further resources for your exam prep

Lecture 41 BONUS: Continue Your Exam Prep With Us!

This course is for CFA Level 1 Candidates,This course is for people who are interested in the CFA Program

Course Information:

Udemy | English | 4h 21m | 1.95 GB
Created by: PrepNuggets | by Keith Tan, CFA

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