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Portfolio Management Professional Certificate Examination

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:

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)

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What's inside

Learning objective

Earn your professional certificate in portfolio management from the new york institute of finance

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Know what's good

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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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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'

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Reviewing this book before the course will help reinforce the foundational concepts of derivatives.

View Options, Futures, and Other Derivatives on Amazon

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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

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Watching video tutorials will provide you with a concise overview of the key concepts of portfolio management.

Browse courses on Portfolio Management

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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

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Finding a mentor will provide you with guidance and support throughout your studies.

Browse courses on Portfolio Management

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Network with professionals in the field.
Attend industry events and conferences.
Reach out to professors or successful alumni for mentorship opportunities.

Five other activities

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Complete a refresher on calculus

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Understanding the fundamental concepts of calculus will help reinforce many of the mathematical areas covered by this course.

Browse courses on Calculus

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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

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Creating a resource list will help you organize and access the resources you need to succeed in this course.

Browse courses on Portfolio Management

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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

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Practice problems will improve your understanding of the core concepts of portfolio management.

Browse courses on Portfolio Management

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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

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Creating a practice portfolio will allow you to apply the concepts learned in the course in a practical setting.

Browse courses on Portfolio Management

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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

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Mentoring others will help you solidify your understanding of the material while helping others.

Browse courses on Portfolio Management

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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 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.

See salaries and explore the career path for Portfolio Manager

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.

See salaries and explore the career path for Investment Banker

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.

See salaries and explore the career path for Hedge Fund 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.

See salaries and explore the career path for Investment Manager

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.

See salaries and explore the career path for Venture Capitalist

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.

See salaries and explore the career path for Financial 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.

See salaries and explore the career path for Quantitative Analyst

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.

See salaries and explore the career path for Risk Manager

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.

See salaries and explore the career path for Financial Planner

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.

See salaries and explore the career path for Sell-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.

See salaries and explore the career path for Buy-Side Analyst

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.

See salaries and explore the career path for Private Equity Investor

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.

See salaries and explore the career path for Wealth Manager

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.

See salaries and explore the career path for Insurance Agent

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.

See salaries and explore the career path for Financial Advisor

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.

The Intelligent Investor, 3rd Ed.

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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.

The Intelligent Investor, 3rd Ed.: The Definitive...

Hardcover

Security Analysis, Seventh Edition: Principles and...

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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.

Security Analysis, Seventh Edition: Principles and...

Hardcover

$$$

Security Analysis, Seventh Edition: Principles and...

Kindle Edition

$$$

Inside Vanguard: Leadership Secrets From the...

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This comprehensive handbook provides a practical guide to portfolio management, covering topics such as asset allocation, risk management, and performance evaluation.

Inside Vanguard: Leadership Secrets From the...

Hardcover

Inside Vanguard: Leadership Secrets From the...

Kindle Edition

Principles of Corporate Finance

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This academic textbook provides a comprehensive overview of investment analysis and portfolio management, including coverage of modern portfolio theory.

Portfolio Management Professional Certificate Examination

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What's inside

Learning objective

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Activities

Career center

Reading list

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