Portfolio Management for CA / CS / CFA exams

Academic course on Portfolio Management Quantitative aspects
4.1 (4 ratings)
Instead of using a simple lifetime average, Udemy calculates a
course's star rating by considering a number of different factors
such as the number of ratings, the age of ratings, and the
likelihood of fraudulent ratings.
1,595 students enrolled
25% off
Take This Course
  • Lectures 8
  • Length 1 hour
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
Wishlisted Wishlist

How taking a course works


Find online courses made by experts from around the world.


Take your courses with you and learn anywhere, anytime.


Learn and practice real-world skills and achieve your goals.

About This Course

Published 7/2015 English

Course Description

Welcome to the course "Portfolio Management - Quantitative Techniques"

In this course you will learn about various Quantitative aspects revolving around Portfolio Theory and Management. One make investments in Securities to get return out of it. But if all the investments are made in single security it would become risky proposition. Hence,one should reduce his risk by investing in more than one security.

So, in which security one should invest?

Which security offers better returns?

Which security is less risky?

This course will teach you all the academic aspects that revolves around these questions.

This course will teach you

a) How to compute returns.

b) How to compute risk

c) How to gain through Diversification

d) What is Portfolio.

with supporting case studies.

This course is structured in self paced learning style.

Finance students and executives and professional course students like CA, CMA , CS, CPA, CFA, CIMA, etc, can take this course.

Concepts were explained in note book writing style.

Take this course to have better clarity in Quantitative matters of Portfolio Management

What are the requirements?

  • Basics of Accounting
  • Basics of Financial Managment

What am I going to get from this course?

  • Understand Return Computation
  • Understand Risk Computation
  • Understand Diversification
  • Understand Portfolio

Who is the target audience?

  • Finance Executives
  • CA / CMA / CS Students
  • MBA Finance Students

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Introduction
Introduction to Portfolio Management
Section 2: Return Computation
Return Computation
Return Computation best method
Returns of Listed Securities
Case Study Return Computatuion
Computatuion of Return using Probability
Section 3: Risk
Risk in Investment
Bonus Lecture - Discount Coupon Link For Other Courses
8 pages

Students Who Viewed This Course Also Viewed

  • Loading
  • Loading
  • Loading

Instructor Biography

I am a Chartered Accountant with tonnes of passion for teaching.

I teach Financial Management & Strategic Financial Management for Chartered Accountancy, Cost and Management Accountancy and Company Secretary students in Ernakulam, India. I also hold Post Graduate Diploma in Business Administration in Finance from Symbiosis, Pune and Bachelors in Commerce, from Loyola College, Chennai.

I worked in State Bank of India as Assistant Vice President - Credit for a period of four years after which i started my Chartered Accountancy Practice. During the stint in State Bank of India, I worked on credit proposals of Mid Corporate Units and gained good experience in Financial Analysis, Risk Assessment, Viability Study, Evaluating business models, Project Finance, Working Capital Management, etc.

I conduct work shops for Entrepreneurs, Chartered Accountancy / Cost and Management Accountancy Students on the topics like Project Finance, Credit Risk Assessment, Entrepreneurship Development, Finance for Non Finance Executives, etc.

I love teaching and i want fundamentals of accounting and finance to reach students and so i am here.

Ready to start learning?
Take This Course