Mastering the basics of portfolio management: an immersive course combined with active training
Whether you are a finance student or a young professional in the world of asset management, this 1.5-hour online training course provides a strategic gateway to an essential skill: portfolio management.
Through 6 structured and progressive modules, you will develop the essential knowledge and skills to understand, build, and manage a simulated portfolio in conditions close to professional reality.
Why take this training?
✔ You are new to asset management or investment finance
✔ You need to better understand the relationships between performance, risk, and diversification choices
✔ You are preparing for certification or a first job in asset management
✔ You are looking for a short, practical, and engaging program, focused on Training
What you will learn throughout the course:
• The fundamental challenges of portfolio management in a modern financial organization
• Key concepts: risk/return ratio, correlation, diversification, asset allocation, etc.
• Concrete steps to create a balanced and dynamic portfolio
• Adapting strategies to different economic contexts or investor profiles
• Experimenting via an immersive management simulator over several days, with personalized feedback
• Validating your knowledge with a final mega review quiz
Course structure:
1. Discovering portfolio management – Awareness and key challenges
2. Understanding the fundamentals – Models, indicators, reference frameworks
3. Applying best practices – Diversification techniques, performance monitoring
4. Adapt your strategy according to the context – Business cases, adaptation logic
5. Practice with a realistic simulator – Simulate the life of a portfolio day after day
6. Review with the final mega quiz – Consolidate your knowledge and identify areas for improvement
A course designed for:
• Students in finance, management, business school
• Junior profiles in asset management or strategic Procurement
• Curious individuals wishing to broaden their practical financial culture
An action-oriented e-learning format:
• Short, interactive and illustrated video clips
• Downloadable resources and explanatory diagrams
• Gamified challenge via an operational simulator
• Integrated quizzes and final scoring
Take the first step towards a solid and concrete understanding of portfolio logic.
Before recruiters’ expectations and build your professional reflexes today!
