Portfolio Management for Retail Clients

  • CategoryOther
  • TypeTutorials
  • LanguageEnglish
  • Total size411.5 MB
  • Uploaded Byfreecoursewb
  • Downloads24
  • Last checkedMar. 20th '26
  • Date uploadedMar. 20th '26
  • Seeders 6
  • Leechers5

Infohash : 2DE011659F5CD4075A9709F8A447358205424283

Portfolio Management for Retail Clients

https://WebToolTip.com

Released 3/2026
With Corporate Finance Institute (CFI)
MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz, 2 Ch
Skill level: Beginner + Intermediate | Genre: eLearning | Language: English + subtitle | Duration: 56m | Size: 115 MB

Explore the role of a retail portfolio manager as you learn to draft investment policy statements, understand portfolio management approaches, and apply key skills.

Course details
Dive into portfolio management for retail clients—individuals and families that have wealth to invest, not corporations with funds to earn returns. Explore the basics of the retail portfolio manager (PM) role, including PM approaches, drafting an investment policy statement (IPS), and typical methods that PMs use to manage portfolios. Through hands-on applications and portfolio simulations, practice key skills that a retail PM would need to nstrate on a regular basis. Ideal for aspiring portfolio managers and wealth management professionals, this course builds the terminology, concepts, and skills needed to get started. This course was created by the Corporate Finance Institute (CFI). We are pleased to host this training in our library.

Skills covered
Portfolio Management

Files:

[ WebToolTip.com ] Portfolio Management for Retail Clients
  • Get Bonus Downloads Here.url (0.2 KB)
    • ~Get Your Files Here ! 01. Introduction
    • 01. Course introduction.mp4 (6.2 MB)
    02. 1. What Is Retail Portfolio Management
    • 01. Retail vs. institutional portfolio management.mp4 (5.3 MB)
    • 02. Portfolio manager approaches, part one.mp4 (7.1 MB)
    • 03. Portfolio manager approaches, part two.mp4 (5.4 MB)
    03. 2. Investment Policy Statements (IPS)
    • 01. Developing an investment philosophy.mp4 (5.7 MB)
    • 02. Drafting an investment policy statement (IPS) - Part 1.mp4 (11.0 MB)
    • 03. Drafting an investment policy statement (IPS) - Part 2.mp4 (4.2 MB)
    04. 3. Managing Portfolios
    • 01. Model-based approach.mp4 (5.1 MB)
    • 02. How to use models, part one.mp4 (11.7 MB)
    • 03. How to use models, part two.mp4 (7.5 MB)
    05. 4. Applications for Retail PM
    • 01. Equity model overview.mp4 (12.5 MB)
    • 02. Equity model initial.mp4 (7.0 MB)
    • 03. Equity model later.mp4 (7.0 MB)
    • 04. Portfolio overview.mp4 (5.2 MB)
    • 05. Portfolio allocations.mp4 (3.3 MB)
    • 06. Portfolio strategic target.mp4 (927.0 KB)
    • 07. Portfolio fixed income tilt.mp4 (2.3 MB)
    • 08. Portfolio equity tilt.mp4 (1.3 MB)
    06. Conclusion
    • 01. Course summary.mp4 (5.9 MB)
    • Bonus Resources.txt (0.1 KB)
      • Ex_Files_4G_LTE_Architecture Exercise Files
      • 15.2 LTE Downlink Link Budget Calculation.xlsx (71.2 KB)
      • 15.3 LTE Uplink Link Budget Calculation.xlsx (68.0 KB)
      • 16.2 Peak Data Rate Theoretical vs Practical.xlsx (12.8 KB)
      Ex_Files_AI_Governance_Program Exercise Files
      • 01_02 HANDOUT AI Governance Maturity Assessment.pdf (30.5 KB)
      Ex_Files_Claude_Code_101 Exercise Files finance
      • Balance Sheet.xlsx (51.1 KB)
      • Budget.xlsx (33.8 KB)
      • Customer Lists.xlsx (244.1 KB)
      • Financial Statement.xlsx (35.9 KB)
      • Labor Expenses.xlsx (44.7 KB)
      • Marketing Expenses.xlsx (42.3 KB)
      • Overhead Costs.xlsx (38.2 KB)
      • Product Line.xlsx (38.5 KB)
      • US Online Retail Sales.xlsx (468.2 KB)
      • US Sales by Region.xlsx (492.9 KB)
      • marketing_rubric.pdf (3.9 KB)
      marketing
      • Brand Content.docx (2.7 MB)
      • Community Member Personas.pdf (106.1 MB)
      • Employee Giving Program Blog Article.docx (19.1 KB)
      • Executive Summary.docx (10.6 KB)
      • Master Presentation.pptx (186.2 MB)
      • marketing_rubric.pdf (3.9 KB)
        • Ex_Files_Portfolio_Management_Retail Exercise Files
        • Portfolio Allocation Tool - Complete.xlsx (149.9 KB)
        • Portfolio Allocation Tool - Template.xlsx (145.6 KB)

Code:

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