Being a portfolio manager is not only reserved for the institutional advisor. There is an equally challenging and in-demand role on the retail side, where portfolio managers invest the funds of individuals and families. Learn the fundamentals of this career path and apply some of the key technical skills you will need to master through our portfolio simulations.
Portfolio Management for Retail Clients
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Portfolio Management for Retail Clients
This course is part of Wealth Management Specialization
Instructor: CFI (Corporate Finance Institute)
Included with
Gain insight into a topic and learn the fundamentals.
Intermediate level
Recommended experience
3 hours to complete
Flexible schedule
Learn at your own pace
What you'll learn
Learn how portfolio managers serve retail clients, draft an investment policy statement, and apply common strategies to build and manage portfolios.
Details to know
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Recently updated!
April 2026
Assessments
3 assignments
Taught in English
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This course is part of the Wealth Management Specialization
When you enroll in this course, you'll also be enrolled in this Specialization.
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There are 7 modules in this course
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