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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

    • I

      IIT Bombay

      Introduction to Business Management: Winning Internally

      Skills you'll gain: Environmental Social And Corporate Governance (ESG), Production Process, Financial Management, Accounting, Business Management, Organizational Structure, Business, Manufacturing Operations, Leadership, Human Resources, Business Strategies, Strategic Thinking, Financial Statements, Innovation, Product Development

      4.9
      Rating, 4.9 out of 5 stars
      ·
      11 reviews

      Beginner · Course · 1 - 4 Weeks

    • 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

    • 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
      P

      Politecnico di Milano

      Project Management: Beyond planning and control

      Skills you'll gain: Organizational Structure, Project Management, Team Management, Innovation, Project Coordination, Business Priorities, Business Process Management, Conflict Management, Change Management, Decision Making

      4.8
      Rating, 4.8 out of 5 stars
      ·
      180 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free
      Free
      C

      Coursera Project Network

      Introduction to Project Management with ClickUp

      Skills you'll gain: Productivity Software, Collaborative Software, Calendar Management, Organizational Skills, Project Management Software, Scheduling, Prioritization, Document Management, Workflow Management, Goal Setting, User Accounts

      4.6
      Rating, 4.6 out of 5 stars
      ·
      666 reviews

      Beginner · Guided Project · Less Than 2 Hours

    • Status: Free Trial
      Free Trial
      I

      Intuit

      Assets in Accounting

      Skills you'll gain: Inventory Accounting, Inventory Control, Depreciation, Fixed Asset, Property Accounting, Financial Accounting, Asset Management, Accounting, Financial Statements, Lease Contracts, Accounting Records, Bookkeeping, Income Statement, Balance Sheet, Capital Expenditure, Operating Expense

      4.4
      Rating, 4.4 out of 5 stars
      ·
      1.2K reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      I

      IBM

      Introduction to DevOps

      Skills you'll gain: DevOps, Agile Methodology, Cloud-Native Computing, CI/CD, Test Driven Development (TDD), Scrum (Software Development), Behavior-Driven Development, Performance Metric, Accountability, Team Oriented, Culture Transformation, Microservices, Cross-Functional Collaboration

      4.8
      Rating, 4.8 out of 5 stars
      ·
      3.7K reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      R

      Rice University

      Finance for Non-Finance Professionals

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

      4.8
      Rating, 4.8 out of 5 stars
      ·
      2.7K reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free
      Free
      C

      Coursera Project Network

      Use Canva to Create Social Media Visuals for Business

      Skills you'll gain: Social Media Content, Social Media, Facebook, Content Creation, Marketing Materials, Social Media Marketing, Instagram, Data Visualization, Digital Publishing, Brand Management

      4.4
      Rating, 4.4 out of 5 stars
      ·
      1.3K reviews

      Beginner · Guided Project · Less Than 2 Hours

    • Status: Free Trial
      Free Trial
      D
      A

      Multiple educators

      DeepLearning.AI Data Engineering

      Skills you'll gain: Apache Airflow, Data Modeling, Data Pipelines, Data Storage, Data Architecture, Data Transformation, Requirements Analysis, Data Processing, Data Warehousing, Query Languages, Apache Hadoop, Extract, Transform, Load, Data Lakes, Amazon Web Services, File Systems, Apache Spark, Database Systems, Data Integration, Infrastructure as Code (IaC), Terraform

      4.8
      Rating, 4.8 out of 5 stars
      ·
      451 reviews

      Intermediate · Professional Certificate · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of California, Irvine

      Programming with Google Go

      Skills you'll gain: Go (Programming Language), Object Oriented Programming (OOP), Algorithms, JSON, Programming Principles, OS Process Management, Functional Design, Data Structures, Other Programming Languages, System Programming, Development Environment, Software Design, Remote Access Systems, Software Installation, Operating Systems, File Management, Program Development, Computer Architecture

      4.6
      Rating, 4.6 out of 5 stars
      ·
      2.9K reviews

      Intermediate · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      R

      Rice University

      Medical Terminology

      Skills you'll gain: Medical Terminology, Medical History Documentation, Pulmonology, Cardiology, Medical Records, Health Informatics, Health Information Management and Medical Records, Orthopedics, Obstetrics And Gynecology, Neurology, Gynecology, Urology, Anatomy, Electronic Medical Record, Pathology, Pharmacology, Psychiatry, Mental Health Diseases and Disorders

      4.9
      Rating, 4.9 out of 5 stars
      ·
      847 reviews

      Beginner · Specialization · 3 - 6 Months

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    1…545556…705

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

    • Introduction to Business Management: Winning Internally: IIT Bombay
    • Introduction to Software Product Management: University of Alberta
    • Storytelling and influencing: Communicate with impact: Macquarie University
    • Project Management: Beyond planning and control: Politecnico di Milano
    • Introduction to Project Management with ClickUp: Coursera Project Network
    • Assets in Accounting: Intuit
    • Introduction to DevOps: IBM
    • Finance for Non-Finance Professionals: Rice University
    • Use Canva to Create Social Media Visuals for Business: Coursera Project Network
    • DeepLearning.AI Data Engineering: DeepLearning.AI

    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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