• For Individuals
  • For Businesses
  • For Universities
  • For Governments
Coursera
  • Online Degrees
  • Careers
  • Log In
  • Join for Free
    Coursera
    • Browse
    • Portfolio Management

    Portfolio Management Courses Online

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

    Skip to search results

    Filter by

    Subject
    Required
     *

    Language
    Required
     *

    The language used throughout the course, in both instruction and assessments.

    Learning Product
    Required
     *

    Level
    Required
     *

    Duration
    Required
     *

    Skills
    Required
     *

    Subtitles
    Required
     *

    Educator
    Required
     *

    Explore the Portfolio Management Course Catalog

    • Status: Free Trial
      Free Trial
      U

      University of Colorado Boulder

      Renewable Energy

      Skills you'll gain: Feasibility Studies, Plant Operations and Management, Project Finance, Electric Power Systems, Electrical Power, Energy and Utilities, Engineering, Facility Operations, Basic Electrical Systems, Thermal Management, Systems Of Measurement, Financial Analysis, Electrical Systems, Market Dynamics, Project Management Life Cycle, Financial Forecasting, Construction Management, Emerging Technologies, Environmental Issue, Market Trend

      4.8
      Rating, 4.8 out of 5 stars
      ·
      1.2K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      K

      Kennesaw State University

      Six Sigma Black Belt

      Skills you'll gain: Statistical Process Controls, Lean Six Sigma, Six Sigma Methodology, Lean Methodologies, Process Improvement, Team Management, Process Capability, Lean Manufacturing, Data Collection, Knowledge Transfer, Team Building, Statistical Hypothesis Testing, Meeting Facilitation, Quality Improvement, Continuous Improvement Process, Conflict Management, Performance Measurement, Sampling (Statistics), Team Leadership, Organizational Development

      4.6
      Rating, 4.6 out of 5 stars
      ·
      720 reviews

      Intermediate · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of Michigan

      Writing and Editing: Word Choice and Word Order

      Skills you'll gain: Writing, Storytelling, Editing, Detail Oriented, Communication, Resourcefulness, Decision Making, Creativity, Professionalism

      4.7
      Rating, 4.7 out of 5 stars
      ·
      2K reviews

      Beginner · Course · 1 - 4 Weeks

    • M

      Measure What Matters

      OKR Certification: Leadership and Goal Setting

      Skills you'll gain: Goal Setting, Key Performance Indicators (KPIs), Organizational Effectiveness, Business Priorities, Organizational Strategy, Strategic Leadership, Performance Management, Employee Performance Management, Productivity, Prioritization, Performance Measurement, Strategic Communication

      4.9
      Rating, 4.9 out of 5 stars
      ·
      619 reviews

      Beginner · Course · 1 - 4 Weeks

    • L

      Lund University

      AI & Law

      Skills you'll gain: Law, Regulation, and Compliance, Artificial Intelligence, Intellectual Property, Legal Proceedings, Labor Law, Legal Research, Innovation, Criminal Investigation and Forensics, Public Administration, Healthcare Industry Knowledge, Predictive Modeling

      4.7
      Rating, 4.7 out of 5 stars
      ·
      676 reviews

      Beginner · Course · 1 - 4 Weeks

    • Y

      Yale University

      The Global Financial Crisis

      Skills you'll gain: Crisis Management, Financial Policy, Mortgage Loans, Financial Regulation, Public Policies, Credit Risk, Risk Management Framework, Financial Market, Consumer Lending, International Finance, Banking, Financial Analysis, Economics

      4.8
      Rating, 4.8 out of 5 stars
      ·
      2.3K reviews

      Mixed · Course · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      M

      Microsoft

      Introduction to Computers and Operating Systems and Security

      Skills you'll gain: Computer Systems, Business Software, Operating Systems, Generative AI, Business Systems, Cybersecurity, Enterprise Security, Servers, Computer Hardware, Information Systems Security, Data Storage, Patch Management, Microsoft 365, Artificial Intelligence

      4.8
      Rating, 4.8 out of 5 stars
      ·
      1.7K reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      D

      Duke University

      Mastering Data Analysis in Excel

      Skills you'll gain: Microsoft Excel, Probability Distribution, Business Risk Management, Predictive Modeling, Regression Analysis, Risk Modeling, Business Analytics, Statistical Methods, Forecasting, Data Analysis, Probability, Financial Modeling, Classification And Regression Tree (CART)

      4.2
      Rating, 4.2 out of 5 stars
      ·
      3.9K reviews

      Mixed · Course · 1 - 3 Months

    • N

      National Taiwan University

      BIM Fundamentals for Engineers

      Skills you'll gain: Building Information Modeling, Engineering Documentation, Data Modeling, 3D Modeling, Computer-Aided Design, Construction, Information Management

      4.7
      Rating, 4.7 out of 5 stars
      ·
      1.9K reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      P

      Politecnico di Milano

      Project Management: Control using the Earned Value and Risk

      Skills you'll gain: Project Controls, Project Risk Management, Project Closure, Earned Value Management, Cost Management, Cost Control, Project Management, Risk Mitigation, Risk Analysis, Business Management, Performance Metric, Forecasting

      4.8
      Rating, 4.8 out of 5 stars
      ·
      94 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      U

      University of Michigan

      Understanding and Visualizing Data with Python

      Skills you'll gain: Sampling (Statistics), Data Visualization, Statistics, Matplotlib, Statistical Visualization, Probability & Statistics, Jupyter, Statistical Methods, Data Visualization Software, Data Analysis, Statistical Analysis, Exploratory Data Analysis, Descriptive Statistics, Statistical Inference, Data Collection, NumPy, Histogram, Python Programming

      4.7
      Rating, 4.7 out of 5 stars
      ·
      2.7K reviews

      Beginner · Course · 1 - 4 Weeks

    • G

      Google Cloud

      Building Scalable Java Microservices with Spring Boot and Spring Cloud

      Skills you'll gain: Microservices, Application Deployment, Google Cloud Platform, Cloud Applications, Spring Boot, Kubernetes, Java, Software Architecture, Data Migration, Cloud Services, Application Performance Management, Application Programming Interface (API), Databases

      4.3
      Rating, 4.3 out of 5 stars
      ·
      1.3K reviews

      Intermediate · Course · 1 - 4 Weeks

    Portfolio Management learners also search

    Investment Management
    Investment
    Beginner Investment
    Investment Banking
    Trading
    Cryptocurrency
    Beginner Trading
    Forex
    1…626364…704

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

    • Renewable Energy: University of Colorado Boulder
    • Six Sigma Black Belt: Kennesaw State University
    • Writing and Editing: Word Choice and Word Order: University of Michigan
    • OKR Certification: Leadership and Goal Setting: Measure What Matters
    • AI & Law : Lund University
    • The Global Financial Crisis: Yale University
    • Introduction to Computers and Operating Systems and Security: Microsoft
    • Mastering Data Analysis in Excel: Duke University
    • BIM Fundamentals for Engineers: National Taiwan University
    • Project Management: Control using the Earned Value and Risk: Politecnico di Milano

    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.

    Other topics to explore

    Arts and Humanities
    338 courses
    Business
    1095 courses
    Computer Science
    668 courses
    Data Science
    425 courses
    Information Technology
    145 courses
    Health
    471 courses
    Math and Logic
    70 courses
    Personal Development
    137 courses
    Physical Science and Engineering
    413 courses
    Social Sciences
    401 courses
    Language Learning
    150 courses

    Coursera Footer

    Technical Skills

    • ChatGPT
    • Coding
    • Computer Science
    • Cybersecurity
    • DevOps
    • Ethical Hacking
    • Generative AI
    • Java Programming
    • Python
    • Web Development

    Analytical Skills

    • Artificial Intelligence
    • Big Data
    • Business Analysis
    • Data Analytics
    • Data Science
    • Financial Modeling
    • Machine Learning
    • Microsoft Excel
    • Microsoft Power BI
    • SQL

    Business Skills

    • Accounting
    • Digital Marketing
    • E-commerce
    • Finance
    • Google
    • Graphic Design
    • IBM
    • Marketing
    • Project Management
    • Social Media Marketing

    Career Resources

    • Essential IT Certifications
    • High-Income Skills to Learn
    • How to Get a PMP Certification
    • How to Learn Artificial Intelligence
    • Popular Cybersecurity Certifications
    • Popular Data Analytics Certifications
    • What Does a Data Analyst Do?
    • Career Development Resources
    • Career Aptitude Test
    • Share your Coursera Learning Story

    Coursera

    • About
    • What We Offer
    • Leadership
    • Careers
    • Catalog
    • Coursera Plus
    • Professional Certificates
    • MasterTrack® Certificates
    • Degrees
    • For Enterprise
    • For Government
    • For Campus
    • Become a Partner
    • Social Impact
    • Free Courses
    • ECTS Credit Recommendations

    Community

    • Learners
    • Partners
    • Beta Testers
    • Blog
    • The Coursera Podcast
    • Tech Blog
    • Teaching Center

    More

    • Press
    • Investors
    • Terms
    • Privacy
    • Help
    • Accessibility
    • Contact
    • Articles
    • Directory
    • Affiliates
    • Modern Slavery Statement
    • Manage Cookie Preferences
    Learn Anywhere
    Download on the App Store
    Get it on Google Play
    Logo of Certified B Corporation
    © 2025 Coursera Inc. All rights reserved.
    • Coursera Facebook
    • Coursera Linkedin
    • Coursera Twitter
    • Coursera YouTube
    • Coursera Instagram
    • Coursera TikTok