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Finance & AccountingFinance Cert & Exam PrepCFA

CFA Level 2 - Portfolio Management (2021)

Master the Portfolio Management topic for the CFA Level 2 exams in 2021
Rating: 3.6 out of 53.6 (21 ratings)
172 students
Created by ProfEd Academy
Last updated 9/2020
English
English [Auto]

What you'll learn

  • Exchange-Traded Funds: Mechanics and Applications
  • Using Multifactor Models
  • Measuring and Managing Market Risk
  • Economics and Investment Markets
  • Analysis of Active Portfolio Management
  • Trading Costs and Electronic Markets

Requirements

  • You are a CFA Level 2 exam candidate (or have passed the CFA Level 1 exam)
  • Basic understanding of Portfolio Management (Efficient frontier, CML, CAL, CAPM, Diversification, Strategic Asset Allocation)

Description

IMPORTANT NOTICE FOR THOSE WHO PLANS TO TAKE CFA LEVEL 2 EXAM IN 2022!

We will not be updating this course to the 2022 CFA Level 2 syllabus. Please do not purchase this course if you are taking the CFA Level 2 exam in 2022.

========================================================


Prepare for the CFA Level 2 exam in 2021 with 100% confidence! The course covers the Portfolio Management syllabus in detail so you will have a complete understanding when tackling this section in the exam. After you grasp the concepts, try out a lot of questions (from the Learning Ecosystem and End of Chapter questions) to increase your mastery of the readings.


AFTER GOING THROUGH THIS COURSE, YOU DO NOT HAVE TO STUDY FROM THE TEXTBOOK ANYMORE (OR ANY OTHER SOURCE)!

Exam Weight: 10% - 15%


This course will prepare you to ace the Portfolio Management topic area in the CFA Level 2 syllabus. Don't fall behind the bell curve while others are going all in their studies.


At the end of this course, students should be able to:

  • explain the creation and redemption process of ETFs, how ETFs are traded on secondary markets, costs of owning ETFs, types of ETF risk and the portfolio uses of ETFs

  • describe Arbitrage Pricing Theory (APT), macroeconomic factor models, fundamental factor models, statistical factor models, active risk/tracking risk, interpret information ratio

  • explain the use of Value at Risk (VaR) in portfolio risk measurement; compare parametric, historical simulation, and Monte Carlo VaR; describe extensions of VaR, sensitivity risk measures, scenario risk measures

  • explain how market values are affected by changes in default-free interest rates across maturities, timing and/or magnitude of expected future cash flows, and risk premiums

  • state and interpret fundamental law of active portfolio management and its components (transfer coefficient, information coefficient, breadth, and active risk)

  • explain the components of execution costs (explicit and implicit); describe the implementation shortfall approach; market fragmentation; types of electronic traders; low-latency traders; risks associated with electronic trading; abusive trading practices


What We Cover in this Course:

  • Exchange-Traded Funds: Mechanics and Applications

  • Using Multifactor Models

  • Measuring and Managing Market Risk

  • Economics and Investment Markets

  • Analysis of Active Portfolio Management

  • Trading Costs and Electronic Markets


What you will get by buying this course is:

  • detailed coverage of the syllabus, taught by our seasoned instructors of the CFA Program.

  • support in the Q&A forum (course-related questions) from our instructors.

  • the confidence to nail this topic in the exam!

Who this course is for:

  • Those who are taking the CFA Level 2 Exam in 2020-2021
  • Undergraduates and Graduate students in Finance
  • Portfolio managers who want to bring their portfolio management knowledge to the next level

Instructor

ProfEd Academy
Expert Instructors in Finance, Risk and Treasury
ProfEd Academy
  • 4.4 Instructor Rating
  • 578 Reviews
  • 6,406 Students
  • 8 Courses

ProfEd Academy (Professional Education Academy) offers courses for professional qualifications such as:

1) Chartered Financial Analyst (CFA) Program - Level 1, 2, 3

2) Financial Risk Manager (FRM) Program - Part 1 and 2

3) ACCA - FM, PM, and AFM

4) ICAEW

Our instructors have more than 10 years of experience teaching Finance & Investment, Risk Management, Treasury Management and Financial Modeling at the professional level. They hold professional qualifications such as CFA, FRM, PRM.

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