New York Institute of Finance
This introductory course on Portfolio Management and Duration offers a comprehensive understanding of investment strategies and risk assessment. Learn how to define and mix duration to meet clients' investment objectives, making it an essential course for new private bankers, wealth advisors, and portfolio managers.
In this course, you will gain a foundational understanding of portfolio management and duration. You will learn to define duration, immunize a portfolio, and assess risks associated with duration. The course is designed to help new private bankers, wealth advisors, and portfolio managers enhance their skills in managing investments effectively.
New Private Bankers
Individuals entering the private banking sector who need to understand portfolio management and duration.
New Wealth Advisors
Advisors who are expanding their knowledge to cover broader wealth solutions.
New Portfolio Managers
Professionals managing investment portfolios who need to understand duration and risk.
This course provides essential knowledge on portfolio management and duration, crucial for new private bankers, wealth advisors, and portfolio managers. It covers key concepts like investment strategy and risk assessment, helping learners advance their careers in finance.
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This course has no prerequisites.
Cost
$89
Duration
Dates
Location