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Portfolio Management for Retail Clients

This course is part of Wealth Management Specialization

Instructor: CFI (Corporate Finance Institute)

Included with

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7 modules

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

3 hours to complete

Flexible schedule

Learn at your own pace

7 modules

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.

Skills you'll gain

Details to know

Shareable certificate

Add to your LinkedIn profile

See how employees at top companies are mastering in-demand skills

Learn more about Coursera for Business

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Build your subject-matter expertise

This course is part of the Wealth Management Specialization

When you enroll in this course, you'll also be enrolled in this Specialization.

Learn new concepts from industry experts
Gain a foundational understanding of a subject or tool
Develop job-relevant skills with hands-on projects
Earn a shareable career certificate

There are 7 modules in this course

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.