CFA Level I Portfolio Management

CFA exam candidates often run into study roadblocks in the Portfolio Management material. There is a core of material you need to know and a lot of trivial points you don't.

This module cracks the exam code by showing you how to:

  • Quickly build a core knowledge base of the key exam concepts while avoiding traditional study traps.

  • Differentiate between allocation models (CAL and CML), valuation models (SML) and asset allocation theories (MPT).

  • Easily remember complex concepts and formulas and their appropriate application.

  • Understand the IPS requirements of various investor types as well as the Risk Management considerations.

The Exam Success Difference

  • 20+ years of CFA exam prep experience
  • CFA Institute approved prep provider
  • Engaging, motivating and inspirational educator
  • Straight to the point - exam focused approach
  • Remove your pain points - avoid study traps

CFA Level I Portfolio Management

There are 10 sections included in this module:

  • 1

    Message from Prof. Gordon

  • 2

    CFA Study Materials

  • 3

    Portfolio Management: An Overview

    • Portfolio Management introduction

    • Portfolio Management: An Overview Intro

    • Portfolio Management: An Overview Lesson
  • 4

    Portfolio Risk and Return: Part I

  • 5

    Portfolio Risk and Return: Part II

    • Risk and Return Part II Intro

    • Risk and Return Part II Lesson

    • Quick Teaching Video Clips Intro

    • M Squared

    • Risk Adjusted Performance

    • The Market Model

    • Security Market Line (CAPM)

    • Capital Allocation Line
  • 6

    Basics of Portfolio Planning and Construction

    • Basics of Portfolio Planning and Construction Intro

    • Basics of Portfolio Planning and Construction Lesson
  • 7

    Introduction to Risk Management

    • Introduction to Risk Management Intro

    • Introduction to Risk Management Lesson
  • 8

    Technical Analysis

    • Technical Analysis Intro

    • Technical Analysis Lesson
  • 9

    Fintech in Investment Management

    • Fintech in Investment Management Intro

    • Fintech in Investment Management Lesson
  • 10

    Practice Questions

    • Practice Questions Intro

    • Portfolio Management Quiz 1

    • Portfolio Management Quiz 2

Teaching what you need to know to pass!

CFA Level I Portfolio Management Module

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