Lesson series

Portfolio Management

Building good investment portfolio is at the core of the wealth- and asset management industry. This flagship course covers the theoretical and practical aspects of constructing good portfolios and explains the return source they tap into.

What's included?

  • Certification

Overview

This flagship course covers the theoretical and practical aspects of constructing good portfolios and explains the return sources they tap into. We discuss the insights from Markowitz's portfolio theory and explain the mathematical concepts behind it. We then use our online portfolio risk calculator to work through various portfolio construction experiments before addressing the two main return sources, Alpha and Beta, as well as the underlying CAPM model. 

Who is this course for?

This course is for anyone who works and wants to succeed in the wealth or asset management industry.

Level: Advanced

Prerequisites: Basics knowledge on Financial Markets
Number of lectures: 13 lectures & 7 experiments
Time requirement: ~10 hours
Patrick Jones - Course author

myWWT Team

Curated by experienced professionals
This course is offered through myWWT as a licensed learning resource, carefully selected to align with our standards for quality, relevance, and practical skill-building. The WWT team brings a unique blend of expertise in business, leadership, education, and adult learning, including specialists in ESL. With strong backgrounds in instructional design, assessment, and customer experience, we prioritize learner-centered experiences that are clear, engaging, and useful in real life. Each licensed course is chosen to help learners build skills, grow with confidence, and succeed in diverse environments.