CFA Level 1 Prep: 10 – Portfolio Management

Portfolio management is all about investor needs and it’s a critical area for finance professionals. For that reason, it is featured prominently in the Level 1 CFA exam. In this course, we’ll cover the portfolio management areas of focus on the Level 1 CFA. This includes returns calculations, which are critical to investors evaluating performance, and the CAPM, which forms the basis for modern portfolio theory. In addition, we will go over portfolio management and the aspects of it that you should be aware of for the exam, as well as investment selection and how that fits in with a broader portfolio strategy. In addition, the CFA exam now includes a section on FinTech and advances in the field of finance, so we will cover the fundamentals of that too.