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Course curriculum

  • 2

    Behavioral Finance

    • The Behavioral Finance Perspective Intro

    • The Behavioral Finance Perspective Lesson

    • The Behavioral Biases of Individuals Intro

    • The Behavioral Biases of Individuals Lesson

    • Behavioral Finance and Investment Process Intro

    • Behavioral Finance and Investment Process Lesson

  • 3

    Capital Market Expectations

    • CME Part 1 Intro

    • Capital Markets Expectations, Part 1 Lesson

    • CME Part 2 Intro

    • Capital Markets Expectations, Part 2 - Lesson 1

    • Capital Markets Expectations, Part 2 - Lesson 2

  • 4

    Asset Allocation and Related Decisions in Portfolio Management

    • Overview of Asset Allocation Intro

    • Overview of Asset Allocation Lesson

    • Principles of Asset Allocation Intro

    • Principles of Asset Allocation Lesson

    • Asset Allocation with Real-World Constraints Intro

    • Asset Allocation with Real-World Constraints Lesson

  • 5

    Derivatives and Currency Management

    • Option Strategies

    • Option Strategies Intro

    • Option Strategies Lesson

    • Swaps Forwards and Futures Strategies Intro

    • Swaps Forwards Futures Strategies Part 1 Lesson

    • Swaps Forwards Futures Strategies Part 2 Lesson

    • Swaps Forwards Futures Strategies Part 3 Lesson

    • Currency Management An Introduction Intro

    • Currency Management - Part 1 Lesson

    • Currency Management - Part 2 Lesson

    • Currency Management - Part 3 Lesson

    • Clarification, Page 44: Currency Hedge with Forwards

  • 6

    Fixed-Income Portfolio Management

    • Overview of Fixed Income Portfolio Management Intro

    • Introduction to Fixed Income Portfolio Management Lesson

    • Liability Driven and Index Based Strategies Intro

    • Liability Driven and Index Based Strategies - Part 1 Lesson

    • Liability Driven and Index Based Strategies Intro Part 2

    • Liability Driven an Index Based Strategies Part 2 Lesson

    • Yield Curve Strategies Intro

    • Bonds - General Thinking

    • Yield Curve Strategies Lesson Part 1

    • Yield Curve Strategies Lesson Part 2

    • Fixed Income Active Management Credit Strategies Intro

    • Fixed Income Active Management: Credit Strategies Lesson

    • Spreads Introduction

    • Credit Strategies Lesson Part 1

    • Credit Strategies Lesson Part 2

    • Credit Strategies Lesson Part 3

  • 7

    Equity Portfolio Management

    • Overview of Equity Portfolio Management Intro

    • Overview of Equity Portfolio Management Lesson

    • Passive Equity Investing Intro

    • Passive Equity Investing Lesson

    • Active Equity Investing Strategies Intro

    • Active Equity Strategies Lesson

    • Active Equity Investing Portfolio Contruction Intro

    • Active Equity Investing Portfolio Construction Lesson

  • 8

    Alternative Investments for Portfolio Management

    • Hedge Fund Strategies Intro

    • Hedge Fund Strategies Lesson

    • Asset Allocation to Alternative Investments Intro

    • Asset Allocation to Alternative Investments Lesson

  • 9

    Private Wealth Management

    • Copy of Overview of Private Wealth Management

    • Risk Management for Individuals

  • 10

    Portfolio Management for Institutional Investors

    • Portfolio Management for Institutional Investors Part 1

    • Portfolio Management for Institutional Investors Part 2

  • 11

    Trading, Performance Evaluation, and Manager Selection

    • Trade Strategy and Execution

    • Portfolio Performance Evaluation

    • Portfolio Performance Evaluation and Investment Manager Selection

    • Allocation Effect: BHB Model vs BF Model

  • 12

    Cases in Portfolio Management and Risk Management

    • Case Studies

  • 13

    Ethical and Professional Standards

    • Ethics Question Analysis Intro

    • Ethics Question Analysis 1

    • Ethics Question Analysis 2

    • Ethics Question Analysis 3

    • Ethics Question Analysis 4

    • Ethics Question Analysis 5

    • Ethics Question Analysis 6

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