Portfolio Management is the selection, prioritization and control of an organization's programs and projects in accordance with its strategic goals and results. The main goal is to find a balance between driving change initiatives and maintaining business as usual while optimizing the return on investment.
The general eligibility criteria to pursue Portfolio Management courses at certificate or undergraduate level is to pass 10+2 with at least 50% marks. Whereas, for admissions in Master’s courses in Portfolio Management, students need to hold a graduate degree in Banking or Finance or Management courses.
Students can pursue Portfolio Management courses at Certificate, Bachelor’s as well as Master’s level of study. Some top Portfolio Management courses include Investment of Portfolio Management, UG Programme in Portfolio Management, PG Programme in Portfolio Management and Investment Banking etc.
Some top educational websites like Udemy and Coursera offer online Portfolio Management courses, where the maximum number of courses are free of cost, while other courses can cost around INR 1,500 to INR 10,000. The course duration of these Online Portfolio Management courses range between an hour to 6 months.
Stream | Management |
Course | Diploma in Portfolio Management |
Full Name | Diploma in Portfolio Management |
Eligibility | 10+2 |
Duration | 6 Months |
Fees | Updated Soon |
Type | Diploma |
Mode | Year |
The admission process for a Diploma in Portfolio Management may vary depending on the institution offering the program. However, here is a general outline of the typical admission process:
Research Programs: Begin by researching institutions that offer Diploma programs in Portfolio Management. Look for programs that are reputable, accredited, and offer a curriculum that aligns with your career goals and interests.
Check Eligibility Requirements: Review the eligibility criteria for the program. This usually includes having completed high school education or its equivalent. Some programs may have additional requirements, such as prior coursework in finance, economics, or related fields.
The eligibility criteria for a Diploma in Portfolio Management may vary depending on the institution offering the program. However, here are some common eligibility requirements you might encounter:
Educational Qualifications: Typically, candidates must have completed high school education or its equivalent to be eligible for admission to a Diploma in Portfolio Management program.
Minimum Academic Performance: Some institutions may require applicants to have a minimum GPA or academic score in their high school or equivalent qualification. This requirement ensures that candidates have a strong academic foundation for the program.
To apply for a Diploma in Portfolio Management, you typically need to follow these steps:
Research Programs: Start by researching institutions that offer Diploma programs in Portfolio Management. Look for programs that are reputable, accredited, and offer a curriculum that aligns with your career goals and interests.
Check Eligibility Requirements: Review the eligibility criteria for the program. This usually includes having completed high school education or its equivalent. Some programs may have additional requirements, such as prerequisite coursework in finance or related fields.
Subjects | Topics Covered |
The investment process, milestones portfolio management Investment objectives and constraints of the different groups of investors Assessment of market expectations Strategic asset allocation Portfolio management, fixed income Managing a portfolio of stocks | Planning Implementation Monitoring and rebalancing Private investors Pension funds Insurance companies Foundations and endowments Banks The analytical process Limitations of economic data and analysis methods Psychological Traps Basic model group Economic analysis and market forecasts The importance of asset allocation Asset and Liability Management (ALM) Financial Psychology Selection of asset classes Optimization Bond Portfolio Management Strategies Active and passive portfolio management Sources of income from fixed-income instruments Investing in foreign bond markets Active and passive management of portfolio Equity Indices Tools passive investing Investment Styles Analysis of investment based on portfolio and income A market-neutral investment |
Portfolio Manager: As a portfolio manager, you would be responsible for managing investment portfolios on behalf of individuals, institutions, or mutual funds. You would analyze financial data, assess risk, and make investment decisions to optimize portfolio performance.
Investment Analyst: Investment analysts conduct research and analysis to evaluate investment opportunities and make recommendations to portfolio managers or clients. They analyze financial statements, economic trends, and market data to assess the potential risks and returns of various investments.
Financial Advisor: Financial advisors provide personalized investment advice and financial planning services to individuals and businesses. They help clients set financial goals, develop investment strategies, and manage their portfolios to achieve long-term financial objectives.ploma in Portfolio Management