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CFA® Level 1 2014 – Portfolio Management
Rating: 4.4 out of 5(4 ratings)
145 students

CFA® Level 1 2014 – Portfolio Management

Level 1 2014 CFA® Program [Jun and Dec 2014 Exams]. This program covers the topic of Portfolio Management
Created byAFT -
Last updated 3/2015
English
English [Auto],

What you'll learn

  • Enable the participants to apply this concepts in the Level 1 Examination of CFA® Program to be held in June & December 2014
  • Enable the participants to understand the key concepts in Portfolio Management

Course content

2 sections • 10 lectures • 1h 49m total length

  • Steps in Portfolio Management2:20

    Act as an adviser to manage a client’s portfolio through a structured process. Write an investment policy statement, then fund, implement, and continuously review the investment strategy while monitoring performance.

  • Investment Policy Statement17:46

    Define the investment policy statement by outlining objectives and constraints, quantifying absolute or relative returns with alpha, and aligning risk with investor ability and willingness.

  • Asset Allocation2:57

    Explain asset allocation and distinguish strategic asset allocation—long-term, e.g., 60% equity, 30% debt, 10% alternatives such as commodities and real estate—from tactical short-term shifts; emphasize risk budgeting.

  • Types of Pooled Investment Products7:44

    Discover how pooled investment products like mutual funds and ETFs invest small investors’ money across equities, bonds, money market funds, and other assets.

Requirements

  • No specific pre-requisite knowledge required as such, however a basic understanding of financial services (especially investment management industry) will be useful

Description

Looking for a way to bring the CFA Level I curriculum to life?

Let AFT's expert tutors break down the Study Sessions into easy-to-digest video lectures.

Our charterholder faculty have been preparing candidates for the CFA exams for over 15 years, and every one of our tutors knows what it’s like to balance work with the demanding CFA exams. Our Tutors will help you make the most of your revision time with this comprehensive set of video lectures.

Who takes the CFA exams?

The CFA charter is an elite designation. It is considered the gold standard within the investment profession, and its typical candidates include fund managers, analysts, investment bankers, portfolio managers and traders. The designation is career-enhancing, well respected, credible, globally recognised and globally relevant.

What does the Level I Portfolio Management curriculum cover?

How does the Level I exam work?

The Level I exam is held twice a year, in June and December, at a number of test centres around the globe. At Level I, the exam consists of two 3-hour multiple choice papers, each containing 120 questions, which are both taken on the same day. The exams are administered by CFA Institute, the leading global association of investment professionals, who recommend candidates spend a minimum of 300 hours preparing for each Level.

Who this course is for:

  • Level 1 2014 Exam Candidates for the CFA® Program [June or December 2014 Exam

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