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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
      A

      Arizona State University

      Managing Stress and Time

      Skills you'll gain: Stress Management, Time Management, Organizational Skills, Personal Development, Emotional Intelligence, Self-Awareness, Prioritization, Productivity

      4.4
      Rating, 4.4 out of 5 stars
      ·
      46 reviews

      Mixed · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      R

      Rice University

      Relationship Management

      Skills you'll gain: Conflict Management, Professional Networking, Meeting Facilitation, Relationship Management, Relationship Building, Communication, Mentorship, Active Listening, People Management, Constructive Feedback, Influencing, Coaching, Stakeholder Management, Leadership

      4.7
      Rating, 4.7 out of 5 stars
      ·
      389 reviews

      Advanced · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      U

      University of Pennsylvania

      Entrepreneurship 1: Developing the Opportunity

      Skills you'll gain: Entrepreneurship, Market Opportunities, Product Development, Ideation, Target Market, New Product Development, Competitive Analysis, Innovation, Business Planning, Strategic Thinking, Business Analysis, Analysis, Business Development, Needs Assessment, Customer Insights, Technology Strategies

      4.8
      Rating, 4.8 out of 5 stars
      ·
      4.4K reviews

      Mixed · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      E

      EDHEC Business School

      Advanced Portfolio Construction and Analysis with Python

      Skills you'll gain: Portfolio Management, Investment Management, Financial Modeling, Return On Investment, Asset Management, Financial Market, Estimation, Statistical Methods, Python Programming, Regression Analysis, Risk Analysis, Risk Management, Time Series Analysis and Forecasting

      4.7
      Rating, 4.7 out of 5 stars
      ·
      507 reviews

      Intermediate · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      S

      SkillUp EdTech

      Project Lifecycle, Information Sharing, and Risk Management

      Skills you'll gain: Project Management Life Cycle, Risk Management, Project Risk Management, Stakeholder Management, Project Management, Project Management Institute (PMI) Methodology, Communication Strategies, Risk Analysis, Communication, Stakeholder Communications, Agile Methodology, Backlogs, Conflict Management, Project Documentation

      4.7
      Rating, 4.7 out of 5 stars
      ·
      198 reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      U

      University of California, Davis

      Professional Skills for the Workplace

      Skills you'll gain: Problem Solving, Active Listening, Growth Mindedness, Adaptability, Emotional Intelligence, Relationship Management, Empathy, Brainstorming, Critical Thinking, Resilience, Communication Strategies, Social Skills, Creative Thinking, Professional Development, Personal Development, Constructive Feedback, Lifelong Learning, Positivity, Overcoming Obstacles, Self-Awareness

      4.8
      Rating, 4.8 out of 5 stars
      ·
      4K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free
      Free
      C

      Coursera Project Network

      Introduction to Data Analysis using Microsoft Excel

      Skills you'll gain: Microsoft Excel, Excel Formulas, Spreadsheet Software, Pivot Tables And Charts, Data Analysis, Data Manipulation, Data Mining

      4.7
      Rating, 4.7 out of 5 stars
      ·
      4K reviews

      Intermediate · Guided Project · Less Than 2 Hours

    • Status: Free Trial
      Free Trial
      E

      Emory University

      Consulting Approach to Problem Solving

      Skills you'll gain: Data Cleansing, Six Sigma Methodology, Management Consulting, Analytical Skills, Data Quality, Complex Problem Solving, Business Consulting, Data-Driven Decision-Making, Data Analysis, Data Collection, Consultative Approaches, Project Scoping, Client Services

      4.8
      Rating, 4.8 out of 5 stars
      ·
      368 reviews

      Beginner · Course · 1 - 3 Months

    • U

      Universidad de Palermo

      Product Management

      Skills you'll gain: Marketing Management, Product Management, Strategic Marketing, Marketing, Product Strategy, Product Development, Consumer Behaviour, Customer Insights, Target Market, Customer experience strategy (CX), Brand Management, Product Lifecycle Management, Market Opportunities, Business Strategy

      4.7
      Rating, 4.7 out of 5 stars
      ·
      254 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      G

      Google

      Foundations of Business Intelligence

      Skills you'll gain: Stakeholder Engagement, Business Intelligence, Data Integration, Dashboard, Business Analytics, Real Time Data, Data Modeling, Data-Driven Decision-Making, Data Analysis, Requirements Elicitation, Business Metrics, Key Performance Indicators (KPIs), Data Pipelines, Project Documentation

      4.8
      Rating, 4.8 out of 5 stars
      ·
      1.8K reviews

      Advanced · Course · 1 - 4 Weeks

    • A

      Amazon Web Services

      AWS Cloud Practitioner Essentials

      Skills you'll gain: Amazon Web Services, Amazon CloudWatch, Public Cloud, AWS Identity and Access Management (IAM), Cloud Services, Cloud Computing, Cloud Platforms, Cloud Infrastructure, Amazon Elastic Compute Cloud, Cloud Management, Cloud Security, Amazon S3, Cloud Computing Architecture, Continuous Monitoring, Scalability

      4.8
      Rating, 4.8 out of 5 stars
      ·
      1.9K reviews

      Beginner · Course · 1 - 3 Months

    • Status: New
      New
      Status: Free Trial
      Free Trial
      L

      LearnKartS

      Risk Management Professional (PMI-RMP®) Certification Course

      Skills you'll gain: Risk Analysis, Project Risk Management, Risk Management, Stakeholder Management, Risk Mitigation, Contingency Planning, Continuous Monitoring, Conflict Management, Business Risk Management, Risk Control, Performance Analysis, Stakeholder Engagement, Agile Project Management, Decision Making, Project Management, Operational Risk, Agile Methodology, Risk Appetite, Operational Analysis, User Story

      4.8
      Rating, 4.8 out of 5 stars
      ·
      27 reviews

      Intermediate · Specialization · 1 - 3 Months

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    1…434445…704

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

    • Managing Stress and Time: Arizona State University
    • Relationship Management : Rice University
    • Entrepreneurship 1: Developing the Opportunity: University of Pennsylvania
    • Advanced Portfolio Construction and Analysis with Python: EDHEC Business School
    • Project Lifecycle, Information Sharing, and Risk Management: SkillUp EdTech
    • Professional Skills for the Workplace: University of California, Davis
    • Introduction to Data Analysis using Microsoft Excel: Coursera Project Network
    • Consulting Approach to Problem Solving: Emory University
    • Product Management: Universidad de Palermo
    • Foundations of Business Intelligence: Google

    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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