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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
      U

      University of Michigan

      Good with Words: Writing and Editing

      Skills you'll gain: Writing and Editing, Editing, Constructive Feedback, Concision, Writing, Organizational Skills, Proofreading, Storytelling, Productivity, Planning, Detail Oriented, Communication, Brainstorming, Time Management, Content Creation, Overcoming Obstacles, Resourcefulness, Lifelong Learning, Decision Making, Critical Thinking

      4.7
      Rating, 4.7 out of 5 stars
      ·
      2.5K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      M

      Meta

      Programming with JavaScript

      Skills you'll gain: Jest (JavaScript Testing Framework), Web Development Tools, Javascript, Unit Testing, Web Applications, Programming Principles, Object Oriented Programming (OOP), Scripting Languages, Event-Driven Programming, Node.JS, Scripting, JSON, Computer Programming, Test Case, Data Structures, Debugging, Package and Software Management, Program Development, Development Environment, Functional Design

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

      Beginner · Course · 1 - 3 Months

    • Status: New
      New
      Status: Free Trial
      Free Trial
      Status: New AI skills
      New AI skills
      A

      Adobe

      Adobe Graphic Designer

      Skills you'll gain: Photo Editing, Color Theory, Adobe Illustrator, Typography, Adobe Photoshop, Adobe Acrobat, Design, Graphic and Visual Design Software, Document Management, Generative AI, Graphic and Visual Design, Design Elements And Principles, Web Content Accessibility Guidelines, Graphic Design, Logo Design, Photography, Data Ethics, Workflow Management, Adobe Creative Cloud, Collaborative Software

      4.7
      Rating, 4.7 out of 5 stars
      ·
      876 reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • I

      Imperial College London

      Creative Thinking: Techniques and Tools for Success

      Skills you'll gain: Creative Thinking, Brainstorming, Creative Problem-Solving, Ideation, Creativity, Innovation, Curiosity, Critical Thinking, Problem Solving, Collaboration

      4.7
      Rating, 4.7 out of 5 stars
      ·
      4.9K reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      U

      University of Colorado Boulder

      Everyday Excel

      Skills you'll gain: Data Import/Export, Microsoft Excel, Regression Analysis, Data Validation, Data Visualization, Depreciation, Data Management, Excel Macros, Excel Formulas, Statistical Modeling, Financial Analysis, Cash Flows, Predictive Modeling, Financial Modeling, Analysis, Microsoft Word, Business Mathematics, Mathematical Modeling, Complex Problem Solving, Financial Forecasting

      4.7
      Rating, 4.7 out of 5 stars
      ·
      3.9K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of Illinois Urbana-Champaign

      Microeconomics Principles

      Skills you'll gain: Supply And Demand, Economics, Market Dynamics, Business Economics, Policy Analysis, Business, Behavioral Economics, Public Policies, Business Operations, Price Negotiation, Socioeconomics, Consumer Behaviour, Economics, Policy, and Social Studies, Business Strategy, Market Research, Competitive Analysis, Resource Allocation, Revenue Management, Decision Making, Market Analysis

      4.8
      Rating, 4.8 out of 5 stars
      ·
      3.2K reviews

      Beginner · Specialization · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      U

      University of California, Davis

      Fundamentals of GIS

      Skills you'll gain: ArcGIS, GIS Software, Spatial Data Analysis, Data Sharing, Spatial Analysis, Geographic Information Systems, Geospatial Mapping, Metadata Management, Data Quality, Data Mapping, File Management, Data Presentation

      4.8
      Rating, 4.8 out of 5 stars
      ·
      5.8K reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      Status: New AI skills
      New AI skills
      A

      Adobe

      Adobe Content Creator

      Skills you'll gain: Color Theory, Typography, Content Creation, Social Media Content, Design, Web Content, Graphic and Visual Design Software, Graphic and Visual Design, Generative AI, Multimedia, Social Media, Design Elements And Principles, Web Content Accessibility Guidelines, Infographics, Social Media Strategy, Content Performance Analysis, Logo Design, Storyboarding, Data Ethics, Adobe Creative Cloud

      4.7
      Rating, 4.7 out of 5 stars
      ·
      896 reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • U

      University of North Texas

      Management Foundations in the Hospitality Industry

      Skills you'll gain: Hospitality Management, Hospitality, Employee Training, Human Resources Management and Planning, Performance Appraisal, Leadership and Management, Team Motivation, Training Programs, Human Resources, Customer experience improvement, Recruitment, Employee Performance Management, Human Resource Strategy, Legal Risk, Employee Onboarding, Talent Acquisition, Job Analysis, Interviewing Skills

      4.4
      Rating, 4.4 out of 5 stars
      ·
      77 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: New
      New
      Status: Free Trial
      Free Trial
      I

      IBM

      IBM UI/UX Designer

      Skills you'll gain: UI/UX Research, Agile Software Development, User Experience, Wireframing, User Centered Design, Usability, Responsive Web Design, Agile Methodology, Design Thinking, Kanban Principles, User Flows, User Experience Design, UI Components, Figma (Design Software), Agile Project Management, Usability Testing, Prototyping, Interaction Design, User Story, User Interface (UI) Design

      4.9
      Rating, 4.9 out of 5 stars
      ·
      2.5K reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      I

      IBM

      Data Visualization and Dashboards with Excel and Cognos

      Skills you'll gain: Data Storytelling, Data Visualization Software, Dashboard, IBM Cognos Analytics, Tree Maps, Scatter Plots, Pivot Tables And Charts, Microsoft Excel, Histogram

      4.7
      Rating, 4.7 out of 5 stars
      ·
      4.2K reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      U

      University at Buffalo

      Digital Manufacturing & Design Technology

      Skills you'll gain: Model Based Systems Engineering, Systems Engineering, Product Lifecycle Management, Intrusion Detection and Prevention, Security Controls, Performance Measurement, Control Systems, Continuous Monitoring, Anomaly Detection, Machine Controls, Incident Response, Digital Transformation, Vulnerability Assessments, Process Analysis, Data Sharing, Manufacturing Processes, Manufacturing Operations, Product Design, Manufacturing and Production, Constructive Feedback

      4.6
      Rating, 4.6 out of 5 stars
      ·
      6.9K reviews

      Beginner · Specialization · 3 - 6 Months

    Portfolio Management learners also search

    Investment Management
    Investment
    Beginner Investment
    Investment Banking
    Trading
    Cryptocurrency
    Beginner Trading
    Forex
    1…404142…703

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

    • Good with Words: Writing and Editing: University of Michigan
    • Programming with JavaScript: Meta
    • Adobe Graphic Designer: Adobe
    • Creative Thinking: Techniques and Tools for Success: Imperial College London
    • Everyday Excel: University of Colorado Boulder
    • Microeconomics Principles: University of Illinois Urbana-Champaign
    • Fundamentals of GIS: University of California, Davis
    • Adobe Content Creator: Adobe
    • Management Foundations in the Hospitality Industry: University of North Texas
    • IBM UI/UX Designer: IBM

    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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