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Jack Farmer
and
Chris Thomas
Ready to earn a professional certificate and stand out in your field?
If you’ve gained a clear, comprehensive understanding of the courses, your next step is to complete the Portfolio Management Professional Certificate Examination from the New York Institute of Finance.
The exam comprises 30 questions, timed at 60 Minutes. To qualify for the certificate, learners must receive a grade of at least 70% or better.
Prerequisite for this exam:
Earn a Verified Certificate in all parts of the Derivatives program from NYIF:
Read more
Ready to earn a professional certificate and stand out in your field?
If you’ve gained a clear, comprehensive understanding of the courses, your next step is to complete the Portfolio Management Professional Certificate Examination from the New York Institute of Finance.
The exam comprises 30 questions, timed at 60 Minutes. To qualify for the certificate, learners must receive a grade of at least 70% or better.
Prerequisite for this exam:
Earn a Verified Certificate in all parts of the Derivatives program from NYIF:
Read more
Ready to earn a professional certificate and stand out in your field?
If you’ve gained a clear, comprehensive understanding of the courses, your next step is to complete the Portfolio Management Professional Certificate Examination from the New York Institute of Finance.
The exam comprises 30 questions, timed at 60 Minutes. To qualify for the certificate, learners must receive a grade of at least 70% or better.
Prerequisite for this exam:
Earn a Verified Certificate in all parts of the Derivatives program from NYIF:
- CO1: Fixed Income Portfolio Management
- CO2: Equity Portfolio Management
- CO3: Hedge Fund
- CO4: Portfolio Management Theory and Practice (Part 1)
- CO5: Portfolio Management Theory and Practice (Part 2)
Register for this course and see more details by visiting:
OpenCourser.com/course/fdv21u/portfolio
What's inside
Learning objective
Earn your professional certificate in portfolio management from the new york institute of finance
Earn your professional certificate in portfolio management from the new york institute of finance
Traffic lights
Traffic lights
Read about what's good
what should give you pause and
possible dealbreakers
Qualifies learners to earn a professional certificate from the prestigious New York Institute of Finance
Examines cutting-edge portfolio management theory and practice, keeping learners up-to-date with industry trends
Taught by recognized portfolio management experts, Jack Farmer and Chris Thomas, ensuring high-quality instruction
Provides learners with a comprehensive understanding of portfolio management, preparing them for success
Requires prerequisite knowledge, ensuring learners have a solid foundation before engaging
Exam requires a high score of 70% to pass, indicating the rigorous nature of the assessment
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Reviews summary
Nyif portfolio management certificate exam
According to students, the Portfolio Management Professional Certificate Examination is a challenging yet fair assessment that effectively consolidates knowledge gained from the prerequisite NYIF courses. Learners find it a strong capstone exam that requires a deep understanding and integration of concepts across topics like fixed income, equity, and hedge funds. Many appreciate its professional-level content and its potential to enhance a resume. However, some find the time limit quite strict, and a few reviews suggest that certain topics, particularly from the Hedge Fund or Derivatives modules, may require supplementary study beyond the stated prerequisites to fully prepare for the exam's theoretical depth.
Adds significant value to professional credentials.
"Passing this gives a real sense of accomplishment and validates the effort put into the foundational courses. It's professional-level content."
"Excellent exam that thoroughly assesses your understanding of portfolio management... This certificate will definitely enhance my resume. Highly recommend for serious finance professionals."
"The difficulty is appropriate for a professional certificate."
Thoroughly tests integration of core portfolio management topics.
"The exam truly tests your understanding of the prerequisite courses. It's challenging but fair, covering all aspects of portfolio management theory and application."
"A fantastic way to consolidate knowledge from the entire NYIF Portfolio Management program. The exam structure forces you to connect the dots across different topics like hedge funds and derivatives."
"The exam is a good capstone for the NYIF PM series. It effectively tests the breadth of knowledge acquired. I appreciated how it combined elements from all five prerequisite courses."
Some questions felt misaligned with prerequisite course depth.
"I felt that some topics were not covered in enough depth in the prerequisite course, making these exam questions feel a bit out of left field."
"While it covers the prerequisites, I felt some areas, particularly derivatives, were tested in a way that assumed a higher level of prior knowledge than the courses provided."
"I wish there was more emphasis on real-world application rather than just memorizing formulas from the theory parts."
Candidates face significant time constraints during the exam.
"The time limit is also quite strict, so practice timing yourself."
"I found the exam quite tricky, especially the questions related to the Hedge Fund module... And 60 minutes for 30 questions is tight!"
"Good exam overall... The time pressure is real, so practice is key."
Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Portfolio Management Professional Certificate Examination with these
activities:
Review John C. Hull's 'Options, Futures, and Derivatives'
Show steps
Reviewing this book before the course will help reinforce the foundational concepts of derivatives.
View
Options, Futures, and Other Derivatives
on Amazon
Show steps
-
Take notes on the key concepts.
-
Read the book thoroughly.
-
Complete the practice problems at the end of each chapter.
Watch video tutorials on portfolio management
Show steps
Watching video tutorials will provide you with a concise overview of the key concepts of portfolio management.
Browse courses on
Portfolio Management
Show steps
-
Find video tutorials on YouTube or other online platforms.
-
Watch the tutorials carefully and take notes on the main points.
Find a mentor or advisor in the field of portfolio management
Show steps
Finding a mentor will provide you with guidance and support throughout your studies.
Browse courses on
Portfolio Management
Show steps
-
Network with professionals in the field.
-
Attend industry events and conferences.
-
Reach out to professors or successful alumni for mentorship opportunities.
Five other activities
Expand to see all activities and additional details
Show all eight activities
Complete a refresher on calculus
Show steps
Understanding the fundamental concepts of calculus will help reinforce many of the mathematical areas covered by this course.
Browse courses on
Calculus
Show steps
-
Review the basics of limits, derivatives, and integrals.
-
Solve practice problems to test your understanding.
-
Consider working with a tutor or joining a study group for additional support.
Create a resource list of portfolio management tools and resources
Show steps
Creating a resource list will help you organize and access the resources you need to succeed in this course.
Browse courses on
Portfolio Management
Show steps
-
Search for portfolio management tools and resources online.
-
Create a list of the most useful resources.
-
Share your list with other students in the course.
Solve practice problems related to portfolio management
Show steps
Practice problems will improve your understanding of the core concepts of portfolio management.
Browse courses on
Portfolio Management
Show steps
-
Find practice problems online or in textbooks.
-
Solve the problems carefully, showing all your work.
-
Check your answers against the provided solutions.
Create a practice portfolio
Show steps
Creating a practice portfolio will allow you to apply the concepts learned in the course in a practical setting.
Browse courses on
Portfolio Management
Show steps
-
Choose a set of investment goals.
-
Research different investment options.
-
Allocate your portfolio according to your goals and risk tolerance.
-
Monitor and adjust your portfolio over time.
Mentor other students in the course
Show steps
Mentoring others will help you solidify your understanding of the material while helping others.
Browse courses on
Portfolio Management
Show steps
-
Identify students who may need assistance.
-
Offer your help and support.
-
Meet with your mentees regularly to answer questions and provide guidance.
Review John C. Hull's 'Options, Futures, and Derivatives'
Show steps
Reviewing this book before the course will help reinforce the foundational concepts of derivatives.
View
Options, Futures, and Other Derivatives
on Amazon
Show steps
Show steps
Show steps
- Take notes on the key concepts.
- Read the book thoroughly.
- Complete the practice problems at the end of each chapter.
Watch video tutorials on portfolio management
Show steps
Watching video tutorials will provide you with a concise overview of the key concepts of portfolio management.
Browse courses on
Portfolio Management
Show steps
Show steps
Show steps
- Find video tutorials on YouTube or other online platforms.
- Watch the tutorials carefully and take notes on the main points.
Find a mentor or advisor in the field of portfolio management
Show steps
Finding a mentor will provide you with guidance and support throughout your studies.
Browse courses on
Portfolio Management
Show steps
Show steps
Show steps
- Network with professionals in the field.
- Attend industry events and conferences.
- Reach out to professors or successful alumni for mentorship opportunities.
Five other activities
Expand to see all activities and additional details
Show all eight activities
Complete a refresher on calculus
Show steps
Understanding the fundamental concepts of calculus will help reinforce many of the mathematical areas covered by this course.
Browse courses on
Calculus
Show steps
Show steps
Show steps
- Review the basics of limits, derivatives, and integrals.
- Solve practice problems to test your understanding.
- Consider working with a tutor or joining a study group for additional support.
Create a resource list of portfolio management tools and resources
Show steps
Creating a resource list will help you organize and access the resources you need to succeed in this course.
Browse courses on
Portfolio Management
Show steps
Show steps
Show steps
- Search for portfolio management tools and resources online.
- Create a list of the most useful resources.
- Share your list with other students in the course.
Solve practice problems related to portfolio management
Show steps
Practice problems will improve your understanding of the core concepts of portfolio management.
Browse courses on
Portfolio Management
Show steps
Show steps
Show steps
- Find practice problems online or in textbooks.
- Solve the problems carefully, showing all your work.
- Check your answers against the provided solutions.
Create a practice portfolio
Show steps
Creating a practice portfolio will allow you to apply the concepts learned in the course in a practical setting.
Browse courses on
Portfolio Management
Show steps
Show steps
Show steps
- Choose a set of investment goals.
- Research different investment options.
- Allocate your portfolio according to your goals and risk tolerance.
- Monitor and adjust your portfolio over time.
Mentor other students in the course
Show steps
Mentoring others will help you solidify your understanding of the material while helping others.
Browse courses on
Portfolio Management
Show steps
Show steps
Show steps
- Identify students who may need assistance.
- Offer your help and support.
- Meet with your mentees regularly to answer questions and provide guidance.
Career center
Learners who complete Portfolio Management Professional Certificate Examination will develop knowledge and skills
that may be useful to these careers:
Portfolio Manager
Portfolio Manager
Portfolio Managers make investment decisions for individuals and institutions. They manage portfolios of stocks, bonds, and other assets, and make decisions about how to allocate capital. The Portfolio Management Professional Certificate Examination can help you succeed as a Portfolio Manager by providing you with a deep understanding of investment strategies and asset management. The course covers topics such as portfolio theory and practice, risk management, and performance evaluation.
Hedge Fund Manager
Hedge Fund Manager
Hedge Fund Managers manage hedge funds, which are investment funds that use advanced investment strategies to generate高returns. Hedge Fund Managers typically have a deep understanding of financial markets and instruments, and they may specialize in a particular investment style. The Portfolio Management Professional Certificate Examination can help you succeed as a Hedge Fund Manager by providing you with a deep understanding of portfolio management and investment strategies. The course covers topics such as portfolio theory and practice, risk management, and performance evaluation.
Investment Manager
Investment Manager
Investment Managers are responsible for managing the investments of individuals and institutions. They may make investment decisions for a single client or for a pool of clients, and they may specialize in a particular asset class or investment style. The Portfolio Management Professional Certificate Examination can help you succeed as an Investment Manager by providing you with a deep understanding of portfolio management and investment strategies. The course covers topics such as portfolio theory and practice, risk management, and performance evaluation.
Investment Banker
Investment Banker
Investment Bankers help raise money for companies and governments. They advise on mergers and acquisitions and help companies go public. The Portfolio Management Professional Certificate Examination can help you succeed as an Investment Banker by deepening your knowledge of financial markets and instruments. The course covers topics such as fixed income and equity portfolio management, hedge funds, and portfolio theory and practice. This knowledge will be essential for you to understand the complex financial transactions that you will be working on as an Investment Banker.
Sell-Side Analyst
Sell-Side Analyst
Sell-Side Analysts provide research and analysis on companies and industries to help investors make investment decisions. They typically have a deep understanding of financial markets and instruments. The Portfolio Management Professional Certificate Examination can help you succeed as a Sell-Side Analyst by providing you with a deep understanding of financial analysis and portfolio management. The course covers topics such as financial statement analysis, valuation, and portfolio theory and practice.
Buy-Side Analyst
Buy-Side Analyst
Buy-Side Analysts provide research and analysis on companies and industries to help portfolio managers make investment decisions. They typically have a deep understanding of financial markets and instruments. The Portfolio Management Professional Certificate Examination can help you succeed as a Buy-Side Analyst by providing you with a deep understanding of financial analysis and portfolio management. The course covers topics such as financial statement analysis, valuation, and portfolio theory and practice.
Risk Manager
Risk Manager
Risk Managers assess and manage financial risks for companies and institutions. They typically have a deep understanding of financial markets and instruments. The Portfolio Management Professional Certificate Examination can help you succeed as a Risk Manager by providing you with a deep understanding of risk management and portfolio management. The course covers topics such as portfolio theory and practice, risk management, and performance evaluation.
Quantitative Analyst
Quantitative Analyst
Quantitative Analysts develop and use mathematical and statistical models to analyze financial data and make investment decisions. They typically have a strong background in mathematics and computer science. The Portfolio Management Professional Certificate Examination can help you succeed as a Quantitative Analyst by providing you with a deep understanding of financial analysis and portfolio management. The course covers topics such as financial statement analysis, valuation, and portfolio theory and practice.
Financial Planner
Financial Planner
Financial Planners provide financial advice to individuals and families. They may also provide investment management services. The Portfolio Management Professional Certificate Examination can help you succeed as a Financial Planner by providing you with a deep understanding of financial planning and portfolio management. The course covers topics such as portfolio theory and practice, risk management, and performance evaluation.
Venture Capitalist
Venture Capitalist
Venture Capitalists invest in startups and early-stage companies. They typically have a deep understanding of business valuation and financial analysis. The Portfolio Management Professional Certificate Examination can help you succeed as a Venture Capitalist by providing you with a deep understanding of financial analysis and portfolio management. The course covers topics such as financial statement analysis, valuation, and portfolio theory and practice.
Financial Analyst
Financial Analyst
Financial Analysts provide financial advice to individuals and institutions. They analyze financial data to make recommendations about investments, and they may also manage portfolios of investments. The Portfolio Management Professional Certificate Examination can help you succeed as a Financial Analyst by providing you with a strong foundation in financial analysis and portfolio management. The course covers topics such as financial statement analysis, valuation, and portfolio theory and practice.
Wealth Manager
Wealth Manager
Wealth Managers provide financial advice and investment management to wealthy individuals and families. They may also provide estate planning and tax advice. The Portfolio Management Professional Certificate Examination can help you succeed as a Wealth Manager by providing you with a deep understanding of financial planning and investment management. The course covers topics such as portfolio theory and practice, risk management, estate planning, and tax planning.
Private Equity Investor
Private Equity Investor
Private Equity Investors invest in private companies, typically with the goal of selling them for a profit. Private Equity Investors typically have a deep understanding of business valuation and financial analysis. The Portfolio Management Professional Certificate Examination can help you succeed as a Private Equity Investor by providing you with a deep understanding of financial analysis and portfolio management. The course covers topics such as financial statement analysis, valuation, and portfolio theory and practice.
Insurance Agent
Insurance Agent
Insurance Agents sell insurance policies to individuals and businesses. They may also provide advice on insurance coverage. The Portfolio Management Professional Certificate Examination can help you succeed as an Insurance Agent by providing you with a strong foundation in financial planning and risk management. The course covers topics such as portfolio theory and practice, risk management, and performance evaluation.
Financial Advisor
Financial Advisor
Financial Advisors provide financial advice to individuals and families. They may also provide investment management services. The Portfolio Management Professional Certificate Examination can be helpful for Financial Advisors by providing you with a strong foundation in financial planning and portfolio management. The course covers topics such as portfolio theory and practice, risk management, and performance evaluation.
For more career information including salaries, visit:
OpenCourser.com/course/fdv21u/portfolio
Reading list
We've selected 16 books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Portfolio Management Professional Certificate Examination.
Classic in the field of investing and provides a solid foundation for understanding portfolio management principles. It covers topics such as asset allocation, risk management, and stock valuation.
Security Analysis is another authoritative work by Benjamin Graham. It delves deeper into the concepts of security analysis, including how to evaluate stocks and bonds.
This comprehensive handbook provides a practical guide to portfolio management, covering topics such as asset allocation, risk management, and performance evaluation.
This academic textbook provides a comprehensive overview of investment analysis and portfolio management, including coverage of modern portfolio theory.
This foundational work explores the underlying principles of investment value, providing a theoretical framework for understanding portfolio management.
This popular textbook provides a comprehensive overview of investment management, covering topics such as asset allocation, risk management, and performance evaluation.
Save
This accessible guide to investing provides practical advice on how to build and manage a diversified portfolio.
This comprehensive guide to investing provides a practical and low-cost approach to building and managing a portfolio.
This engaging book explores the psychological biases that can impact investment decisions.
This popular biography of Warren Buffett provides an inside look at his investment philosophy and strategies.
This collection of Warren Buffett's annual letters to Berkshire Hathaway shareholders provides a unique perspective on his investment philosophy.
This advanced textbook provides a comprehensive overview of quantitative equity investing techniques.
This textbook provides a comprehensive overview of risk management and analysis techniques.
This textbook provides a comprehensive overview of the Black-Scholes Model, which widely used tool for pricing options.
This advanced textbook provides a comprehensive overview of advanced portfolio management techniques.
This textbook provides a comprehensive overview of derivatives and risk management.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/fdv21u/portfolio
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Effort
1 to 2 hours per week for 1 week
Level
Advanced
Via
edX
Institution
New York Institute of Finance
Instructors
Jack Farmer
Chris Thomas
Language
English
Transcript
English
This course belongs to a
collection
called
Portfolio Management. It's comprised of six courses:
- Fixed Income Portfolio Management
- Hedge Funds
- Portfolio Management Professional Certificate Examination (viewing)
- Equity Portfolio Management
- Portfolio Management - Theory & Practice (Part 1)
- Portfolio Management - Theory & Practice (Part 2)
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