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    • Portfolio Management

    Portfolio Management Courses Online

    Master portfolio management for investment strategies. Learn about asset allocation, risk management, and portfolio optimization.

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    Explore the Portfolio Management Course Catalog

    • Status: Free Trial
      Free Trial
      G

      Google

      Diseño de Experiencia del Usuario (UX) de Google

      Skills you'll gain: Storyboarding, User Experience Design, Design Reviews, Figma (Design Software), UI/UX Research, Graphic and Visual Design, Wireframing, User Story, Usability Testing, Information Architecture, Mockups, Adobe XD, Ideation, Responsive Web Design, Design Elements And Principles, User Experience, User Research, User Interface and User Experience (UI/UX) Design, Human Factors, User Centered Design

      4.8
      Rating, 4.8 out of 5 stars
      ·
      4.9K reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • S

      Starweaver

      Fundamentals of Effective Team Management

      Skills you'll gain: Team Management, Team Leadership, Team Building, People Management, Conflict Management, Collaboration, Diversity and Inclusion, Talent Recruitment, Employee Engagement, Employee Performance Management, Time Management, Active Listening, Constructive Feedback

      4.7
      Rating, 4.7 out of 5 stars
      ·
      51 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      K

      Kennesaw State University

      Six Sigma and the Organization (Advanced)

      Skills you'll gain: Quality Improvement, Lean Six Sigma, Lean Methodologies, Six Sigma Methodology, Process Improvement, Operational Excellence, Process Analysis, Business Process Management, Continuous Improvement Process, Project Management, Project Planning, Quality Control, Root Cause Analysis

      4.7
      Rating, 4.7 out of 5 stars
      ·
      3.6K reviews

      Intermediate · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      J

      Johns Hopkins University

      Clinical Trials Management and Advanced Operations

      Skills you'll gain: Clinical Trials, Healthcare Ethics, Clinical Research, Regulatory Compliance, Patient Safety, Scientific Methods, Record Keeping, Safety Audits, Risk Analysis

      4.7
      Rating, 4.7 out of 5 stars
      ·
      94 reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      R

      Rice University

      Biases and Portfolio Selection

      Skills you'll gain: Behavioral Economics, Portfolio Management, Investments, Wealth Management, Financial Market, Investment Management, Asset Management, Consumer Behaviour, Market Dynamics, Market Trend, Capital Markets, Decision Making, Finance, Market Analysis, Equities, Performance Analysis

      4.6
      Rating, 4.6 out of 5 stars
      ·
      278 reviews

      Mixed · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      U

      University of Pennsylvania

      Fundamentals of Finance

      Skills you'll gain: Finance, Equities, Financial Modeling, Corporate Finance, Financial Analysis, Business Valuation, Investments, Investment Management, Risk Analysis, Cash Flows

      3.9
      Rating, 3.9 out of 5 stars
      ·
      1K reviews

      Beginner · Course · 1 - 3 Months

    • M

      Microsoft

      Introduction to Microsoft Azure Cloud Services

      Skills you'll gain: Microsoft Azure, Cloud Services, Virtualization, Cloud Computing, Virtual Machines, Cloud Platforms, Cloud Storage, Cloud Infrastructure, Virtual Private Networks (VPN), Public Cloud, General Networking, Database Management Systems, Scalability

      4.6
      Rating, 4.6 out of 5 stars
      ·
      2.6K reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      U

      University of Colorado System

      Data Warehousing for Business Intelligence

      Skills you'll gain: Database Design, Data Warehousing, Relational Databases, Decision Support Systems, Business Intelligence, Data Modeling, Database Management Systems, Databases, Dashboard, Business Process Management, SQL, Star Schema, Data Governance, Data Integration, Oracle Databases, Performance Measurement, Extract, Transform, Load, Business Analytics, MicroStrategy, Data Visualization Software

      4.5
      Rating, 4.5 out of 5 stars
      ·
      4.1K reviews

      Advanced · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of California San Diego

      Introduction to Big Data

      Skills you'll gain: Big Data, Apache Hadoop, Scalability, Data Processing, Data Science, Distributed Computing, Unstructured Data, Data Analysis, Real Time Data, Data Storage

      4.6
      Rating, 4.6 out of 5 stars
      ·
      11K reviews

      Mixed · Course · 1 - 3 Months

    • U

      University of Copenhagen

      The Sustainable Development Goals – A global, transdisciplinary vision for the future

      Skills you'll gain: Environment, Natural Resource Management, Environmental Science, Sustainability Reporting, Environmental Policy, Research, Environmental Social And Corporate Governance (ESG), Systems Thinking, Public Policies, Economic Development, Economics, Stakeholder Engagement, Performance Measurement

      4.8
      Rating, 4.8 out of 5 stars
      ·
      4.7K reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      I

      IBM

      Developing Mobile Apps with React Native

      Skills you'll gain: React Native, Flutter (Software), Mobile Development, React Redux, React.js, Front-End Web Development, JavaScript Frameworks, Ajax, Cross Platform Development, Javascript, Apple iOS, UI Components, Data Structures, Back-End Web Development, Debugging, iOS Development, User Story, Full-Stack Web Development, Web Applications, Android Development

      4.4
      Rating, 4.4 out of 5 stars
      ·
      811 reviews

      Beginner · Specialization · 3 - 6 Months

    • É

      École Polytechnique

      How to Write and Publish a Scientific Paper (Project-Centered Course)

      Skills you'll gain: Peer Review, Journals, Scientific Methods, Writing, Research, Research Design, Research Methodologies, Editing, Style Guides, Ethical Standards And Conduct, Data Management

      4.6
      Rating, 4.6 out of 5 stars
      ·
      2.7K reviews

      Mixed · Course · 1 - 4 Weeks

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    1…505152…705

    In summary, here are 10 of our most popular portfolio management courses

    • Diseño de Experiencia del Usuario (UX) de Google: Google
    • Fundamentals of Effective Team Management: Starweaver
    • Six Sigma and the Organization (Advanced): Kennesaw State University
    • Clinical Trials Management and Advanced Operations: Johns Hopkins University
    • Biases and Portfolio Selection: Rice University
    • Fundamentals of Finance: University of Pennsylvania
    • Introduction to Microsoft Azure Cloud Services: Microsoft
    • Data Warehousing for Business Intelligence: University of Colorado System
    • Introduction to Big Data: University of California San Diego
    • The Sustainable Development Goals – A global, transdisciplinary vision for the future: University of Copenhagen

    Frequently Asked Questions about Portfolio Management

    Portfolio management is the process of assembling and overseeing a selection of investments in stocks, bonds, and other securities that meet a particular investor’s desired balance of risk and expected return. Efficient portfolio construction and management are critically important for building wealth over the long term, enabling investors to earn more over time than just putting money in an interest-bearing savings account while avoiding the risk of attempting to pick individual stocks and “beat the market.”

    Most strategies for portfolio optimization are based in modern portfolio theory, which is founded on the insight that evaluations of risk and return should be made about an entire collection of assets, not just individual assets. Thus, portfolio optimization is pursued by combining assets with different risk profiles that balance each other out in aggregate and minimize the overall portfolio risk for a given expected return. Statistical analyses of variance in price movements and correlations between assets are relied upon to build this efficient diversified portfolio.

    Other portfolio theories have emerged to remedy perceived flaws in modern portfolio theory, giving portfolio managers additional tools. For example, post-modern portfolio theory seeks to more aggressively minimize downside risks, claiming that modern portfolio theory fails to adequately distinguish between regular small losses and rarer but more dangerous catastrophic declines in the market. Behavioral finance has also critiqued conventional portfolio management strategies for failing to account for the role of cognitive biases of investors and the market at large.‎

    Portfolio management is an art as well as a science, and professionals in this field must be skilled at analyzing a basket of different securities as well as working with investors to determine their desired combination of risk and return. Because of the enormous value that can be generated by an efficient diversified portfolio over time, this expertise is always in high demand - and is highly compensated. According to the Bureau of Labor Statistics, financial managers earned a median annual salary of $129,890 in 2019, and these jobs are expected to grow much faster than average.‎

    Absolutely. Coursera offers an incredibly wide range of opportunities to learn about business and finance, including individual courses as well as Specializations spanning multiple courses. Coursera also gives you the chance to learn about portfolio management from top-ranked universities from around the world, including Yale University, University of Illinois at Urbana-Champaign, Rice University, University of Geneva, and the Indian School of Business. And, since you can learn on Coursera for a significantly lower tuition than on-campus students, your valuable education in portfolio management is sure to be a smart investment.‎

    Math is one of the skills you may benefit from having before you start learning portfolio management. Accounting and computer science skills can also be helpful. Strong reading skills can help you when processing large amounts of details. Analytical ability is typically important when learning how to navigate the stock market, and the ability to work alone can help you when mastering these financial concepts. Some other skills that may help you in portfolio management include people skills that can help when dealing with clients and organizational skills that can make it easy to keep track of precise financial details.‎

    People who have strong interpersonal skills and communications skills are typically best suited for portfolio management roles. This is because explaining complex details to clients is often a key role of the job. People who enjoy analytical thinking and who enjoy poring over details may also be suited to portfolio management. This is because portfolio managers may spend large amounts of time each day analyzing stock market trends and looking for patterns to predict which stocks are likely to go up or down. Being deeply curious and driven to succeed are also qualities that can help a portfolio manager perform well.‎

    Common career paths for people in portfolio management include personal financial advisors who work directly with individual investors and financial analysts who help both individuals and businesses make financial decisions, according to the Bureau of Labor Statistics. Budget analysts who may help clients with budget planning and financial managers who may help clients with long-term financial goal setting as well as budget planning are two other potential career paths for a portfolio management professional. Portfolio management professionals may also find a niche in teaching, where they typically help others learn the fine points of investing and managing a portfolio.‎

    Some topics you can study that are related to portfolio management include investment management and how to use some of the software programs portfolio managers typically use, such as Python and spreadsheets. Business writing, interpersonal communications, and how to give presentations are other courses you could study that can be useful when working as a portfolio manager. These are typically helpful because of the need to communicate with clients about investments.‎

    Online Portfolio Management courses offer a convenient and flexible way to enhance your knowledge or learn new Portfolio Management skills. Choose from a wide range of Portfolio Management courses offered by top universities and industry leaders tailored to various skill levels.‎

    When looking to enhance your workforce's skills in Portfolio Management, it's crucial to select a course that aligns with their current abilities and learning objectives. Our Skills Dashboard is an invaluable tool for identifying skill gaps and choosing the most appropriate course for effective upskilling. For a comprehensive understanding of how our courses can benefit your employees, explore the enterprise solutions we offer. Discover more about our tailored programs at Coursera for Business here.‎

    This FAQ content has been made available for informational purposes only. Learners are advised to conduct additional research to ensure that courses and other credentials pursued meet their personal, professional, and financial goals.

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