Learn Portfolio Management in Chicago, Illinois

Training courses, certificates, diplomas or degree programs of Portfolio Management for students in Chicago, IL


Total 29 training courses and degree programs available.

Credit Portfolio Management Workshop

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

Participants will be equipped to:
•Identify the key elements of credit risk: probability of default, loss given default and exposure at default
•Evaluate the inter-action of credit risk within a portfolio exposures (especially default correlation), and how these can be measured and quantified
•Review how the main drivers of credit risk are modelled and sensitised
•Understand how credit portfolio modelling is used within firm-wide risk management and regulatory and economic capital process.

Target Audience

Bankers, regulators and analysts who wish to gain insight into the credit portfolio management process, without being modellers themselves. The course is targeted at an intermediate level. Related workshops include: Credit Risk: Introduction to Key Concepts, which provides an introduction to the topic, and Risk Management in Banks &, the Capital Implications which provides a broader overview of all risk management areas.

Portfolio Construction Theory

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

•Investment Theory
•Asset Allocation Strategies
•Behavioural Finance
•Portfolio Performance
•Taxation

Our study packages are designed to suit your learning style and availability. We offer an intensive classroom course or an online learning course.

Whichever you choose, you will have to study independently to pass. All our Financial Markets training includes access to our online portal as part of the package.

Classroom Tuition
6 days instructor-led classroom lectures or a 2 day revision course, held at our London training centre

Investments and Portfolio Analysis

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Saint Xavier University
Training Center(s)/Venue(s): Chicago, Orland Park, United States
  V

This course will initially explore asset allocation decisions, the purpose and content of an investment policy statement, theories of market efficiency, evidence of anomalies, the development and evolution of risk-return analysis, measures of risk and theories of valuation. The course will then focus on the analysis and management of bonds and common stocks. Bond analysis will include forward rate and term structure theories and the determinants of bond volatility, including duration and convexity. Common stock analysis will include present value and relative valuation approaches, as well as industry and company-specific analysis.

Portfolio Management

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Lewis University
Training Center(s)/Venue(s): Albuquerque, Chicago, Oak Brook, Romeoville, United States

Quantitative and qualitative techniques for evaluating portfolios are presented consistent with the learning objectives for Level I of the CFA Exam. Traditional mean-variance analysis and more recent developments in portfolio theory are introduced. Measures of portfolio performance are covered.

Valuation and Portfolio Management

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: IIT Stuart School of Business
Training Center(s)/Venue(s): Chicago, United States
  V

The course is a survey of asset pricing theory. The fundamentals of bond and option pricing are covered as well as the CAPM, APT and the Fama-French models. Excel spreadsheet modeling is used to illustrate and understand the concepts of Markowitz&,#146,s Mean Variance Optimization, equity valuation, option pricing, and utility theory. The courses places a special emphasis on the relationship between macroeconomic conditions and investment opportunities.

IT PORTFOLIO MANAGEMENT AND STRATEGIES

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: DePaul University
Training Center(s)/Venue(s): Chicago, United States
  V

This capstone course integrates the skills and techniques learned in previous IT Project Management courses. Through in depth analysis of case studies and readings, along with presentations by outside speakers experienced in IT Portfolio Management and IT strategy, students use their skills from previous IT project management courses to solve IT strategic and IT portfolio problems. The course starts with formulating the IT strategy from the corporate strategy. Then the IT Portfolio of initiatives, projects and assets is build and fine tuned.

PORTFOLIO MANAGEMENT

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: DePaul University
Training Center(s)/Venue(s): Chicago, United States

This course covers topics and techniques appropriate for institutional portfolio management. The course does not examine personal investment or personal portfolio management. The topics and readings are designed to be at the level of the portfolio management coverage in all the three levels of the CFA program.

APPLIED INTERNATIONAL PORTFOLIO MANAGEMENT

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: DePaul University
Training Center(s)/Venue(s): Chicago, United States
  V

Students taking this class will analyze the economic, political and investing climate of each region and country that is available for investing outside of North America. This class is as much about asset allocation as stock selection. The portfolio should consist of investments in both developed and emerging markets with an overall goal of creating a diversified portfolio that is structured in a way to minimize risk and maximize returns. Investments can include common stock, and exchange traded funds. Students wishing to apply for admission to the course should send their inquiries to Jaimi Goodfriend at goodfriend.jaimi@gmail.com All MBA student of any concentration who have completed Finance 555 are encouraged to apply for entrance into the class.

Portfolio Management

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: University of Illinois at Chicago
Training Center(s)/Venue(s): Chicago, United States

Development of portfolio theory, establishment of portfolio objectives for individuals, corporations, banks, pension and mutual funds, evaluation of portfolio performance.

Investment Analysis and Portfolio Management

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: Santa Clara University

This course introduces concepts regarding modern portfolio theory, risk reduction, debt and equity securities, derivatives (including options and futures contracts) and asset allocation strategies. Participants will learn how to determine a client&,#146,s risk tolerance and select appropriate assets based on the assessed risk tolerance and the client&,#146,s goals.

Pages: 1 2 3


Find more about Portfolio Management training courses, certificates, diplomas and degrees:





Facts:
This website holds more than 300,000 training course records worldwide, with hundreds of new postings daily. All services in this website are free!
United States  United Kingdom  Canada  Australia



Investing
Portfolio Management
- Online/E-learning -
Portfolio Management
Ask for Training
Add Courses