Course Description
Language of Instruction:English|Category: Financial Management: Business & Professional
The Chartered Financial Analyst (CFA) Program is a graduate level self study program offered by the CFA Institute to investment and financial professionals. After successful completion of this program you will be awarded a "CFA charter" making you a "CFA charterholder." This crash course offers a quick revision of the 10 modules of the CFA Level 1 exam. You don’t need to enroll for the entire course. You can sign up for any module that you wish to revise or prepare for. The sessions will include thorough revision of the content with emphasis on most important topics from the exam’s perspective.
Module 6 focuses on Portfolio Management. Around 5 % of CFA exam comes from this module. This module deals with management of client’s portfolio along with risks and returns associated with the portfolios. It also focuses on planning and construction basics of Portfolio. Mastering the material in Portfolio Management will make the CFA's entire Body of Knowledge that much easier to handle.
- CFA Level 1 Exam Date for 2011: 4th December worldwide and 5th December in India
Why should you enroll in this course:
- There are 10 modules in CFA. This is the sixth module which will cover all the aspects of Portfolio Management via 6 LIVE classes.
- Course instructor is experienced and is certified from National Stock Exchange of India’s Certificate in Financial Markets (NCFM).
- At only $12 per class, this is a highly affordable course. Also, this course will be completed rapidly to help you prepare fast.
What’s in the course:
- 6 LIVE interactive online classes + access to recordings of all classes
- View the recordings as many times as you want
- Course timings : Weekdays between 8 AM to11:30 PM (IST) and Weekends between 8 AM to11:30 PM (IST)
- Online access to PDF files
Course outline:
- Portfolio Management
- Portfolio Risk and Returns
- Portfolio Planning and Construction Basics
About the instructor:
Umesh Bhatia has worked for more than eight years in Financial Services, Renewable Energy Project Financing and Information Technology at firms including Goldman Sachs, Xerox, Entegra and Infosys. Umesh holds MBA in Finance from Simon Business School, University of Rochester, New York. Umesh holds following Certifications:
- National Stock Exchange of India’s Certificate in Financial Markets (NCFM)
- Sun Java Certified Professional (SCJP)
- Sun Java Web Designing Professional (SCWCD)
His teaching style includes tuning his instruction as per students’ level of expertise. The focus is to make students understand topics intuitively rather than cramming formulae. Umesh Bhatia loves investing in stocks, reading blogs and staying updated with current affairs. A passionate traveler, Umesh is involved in various fun activities including Tandem Sky diving, riding R-TVs, Snorkeling, Jet-skis, Snow mobiles, Skiing and trekking. Umesh lives in New Delhi, India.