• 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
      R

      Rice University

      Engineering Project Management: Initiating and Planning

      Skills you'll gain: Communication Planning, Stakeholder Management, Organizational Structure, Project Documentation, Project Management, Project Management Life Cycle, Project Scoping, Project Planning, Requirements Management, Financial Analysis, Business Analysis, Peer Review, Leadership

      4.7
      Rating, 4.7 out of 5 stars
      ·
      3.4K reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      S

      SAP

      SAP Professional Fundamentals

      Skills you'll gain: Consulting, Relationship Management, Business Consulting, Product Strategy, SAP Applications, Technical Consulting, Relationship Building, Project Management, Project Management Life Cycle, Consultative Approaches, Project Implementation, Agile Methodology, Waterfall Methodology, Solution Delivery, Enterprise Resource Planning, Systems Thinking, User Acceptance Testing (UAT), Design Thinking

      4.7
      Rating, 4.7 out of 5 stars
      ·
      901 reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      U

      University of Colorado Boulder

      Databases for Data Scientists

      Skills you'll gain: SQL, Database Design, Database Management Systems, NoSQL, Data Warehousing, Relational Databases, Database Management, Database Administration, Databases, Database Architecture and Administration, Query Languages, Database Theory, Data Modeling, Data Analysis, MongoDB, Big Data, Data Architecture, Data Access, Data Integrity, Data Manipulation

      Build toward a degree

      4.7
      Rating, 4.7 out of 5 stars
      ·
      1.3K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: New
      New
      Status: Free Trial
      Free Trial
      J

      Johns Hopkins University

      Johns Hopkins Medical Office Manager

      Skills you'll gain: Medical Billing and Coding, Patient Registration, Care Management, Medical Privacy, Revenue Cycle Management, Practice Management, Organizational Change, Change Management, Performance Review, Data Management, ICD Coding (ICD-9/ICD-10), Medical Terminology, Claims Processing, Human Resource Policies, Patient Safety, Continuous Quality Improvement (CQI), Case Management, Performance Improvement, Data Integrity, Healthcare Industry Knowledge

      4.8
      Rating, 4.8 out of 5 stars
      ·
      60 reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      M

      MedCerts

      Mental Health Care Fundamentals

      Skills you'll gain: Healthcare Ethics, Conflict Management, Medical Privacy, Child Development, Cultural Responsiveness, Human Development, Mental Health Diseases and Disorders, Patient Education And Counseling, Cultural Diversity, Cultural Sensitivity, Mental Health Therapies, Professionalism, Professional Development, Pediatrics, Time Management, Mental Health, Emotional Intelligence, Ethical Standards And Conduct, Teamwork, Psychiatric And Mental Health Nursing

      4.8
      Rating, 4.8 out of 5 stars
      ·
      782 reviews

      Beginner · Specialization · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      S

      SkillUp EdTech

      Mastering Program Management: Strategy to Certification

      Skills you'll gain: Program Management, Stakeholder Management, Resource Allocation, Stakeholder Engagement, Change Management, Organizational Strategy, Risk Management, Resource Management, Project Management Life Cycle, Governance, Project Management, Earned Value Management, Cost Management, Team Building, Procurement, Benefits Administration, Performance Management, Project Portfolio Management, Project Management Institute (PMI) Methodology, Strategic Planning

      4.8
      Rating, 4.8 out of 5 stars
      ·
      44 reviews

      Beginner · Specialization · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      K

      Kennesaw State University

      Leading Organizational Change

      Skills you'll gain: Organizational Change, Crisis Management, Change Management, Leadership, Team Leadership, Organizational Leadership, Visionary, Overcoming Obstacles, Stakeholder Communications, Culture Transformation, Key Performance Indicators (KPIs), Performance Measurement, Communication Strategies

      4.3
      Rating, 4.3 out of 5 stars
      ·
      20 reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      L

      LearnQuest

      Core Java

      Skills you'll gain: Java Programming, Spring Framework, Java, Eclipse (Software), Object Oriented Programming (OOP), Object Oriented Design, Integrated Development Environments, Development Environment, Java Platform Enterprise Edition (J2EE), Software Design, Software Installation, Computer Programming, Programming Principles, Program Development, Virtual Machines, Debugging, Package and Software Management, Data Structures, File Management

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

      Intermediate · Specialization · 3 - 6 Months

    • U

      University of London

      Global Diplomacy: the United Nations in the World

      Skills you'll gain: Crisis Intervention, International Relations, Diplomacy, Advocacy, Human Services, Political Sciences, Social Justice, Public Policies, World History, Governance, Policy Analysis, Systems Thinking, Conflict Management

      4.7
      Rating, 4.7 out of 5 stars
      ·
      1.7K reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      M

      Macquarie University

      Storytelling and influencing: Communicate with impact

      Skills you'll gain: Overcoming Objections, Influencing, Persuasive Communication, Storytelling, Rapport Building, Meeting Facilitation, Leadership, Presentations, Communication, Verbal Communication Skills, Public Speaking, Non-Verbal Communication, Empathy, Decision Making

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

      Mixed · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      G

      Google Cloud

      Essential Google Cloud Infrastructure: Core Services

      Skills you'll gain: Identity and Access Management, Google Cloud Platform, Cloud Infrastructure, Infrastructure As A Service (IaaS), Cloud Computing, Cloud Services, Data Storage Technologies, Cloud Storage, Cloud Security, Databases, System Monitoring

      4.7
      Rating, 4.7 out of 5 stars
      ·
      11K reviews

      Intermediate · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      U

      University of Alberta

      Introduction to Software Product Management

      Skills you'll gain: Agile Software Development, Software Development, Product Requirements, Requirements Management, Product Management, Software Engineering, Project Planning, Process Development, Project Management

      4.6
      Rating, 4.6 out of 5 stars
      ·
      7.7K reviews

      Mixed · Course · 1 - 4 Weeks

    Portfolio Management learners also search

    Investment Management
    Investment
    Beginner Investment
    Investment Banking
    Trading
    Cryptocurrency
    Beginner Trading
    Forex
    1…535455…705

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

    • Engineering Project Management: Initiating and Planning: Rice University
    • SAP Professional Fundamentals: SAP
    • Databases for Data Scientists: University of Colorado Boulder
    • Johns Hopkins Medical Office Manager: Johns Hopkins University
    • Mental Health Care Fundamentals: MedCerts
    • Mastering Program Management: Strategy to Certification: SkillUp EdTech
    • Leading Organizational Change: Kennesaw State University
    • Core Java: LearnQuest
    • Global Diplomacy: the United Nations in the World: University of London
    • Storytelling and influencing: Communicate with impact: Macquarie University

    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