Portfolio Management for Retail Clients

This course is a deep dive into portfolio management for the retail client — this means individuals and families that have wealth to invest in, not corporations with funds to earn returns on. We take you through the basics of a retail portfolio manager’s (PM) role, explaining PM approaches, how to draft an investment policy statement (IPS), and some of the typical methods PMs use to manage portfolios. After this, we put you in the role of PM and give you the chance to practice key skills that a retail PM would need to demonstrate on a regular basis. If you have an interest in becoming a licensed PM, this is a great place to start.