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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
      R

      Rice University

      Engineering Project Management

      Skills you'll gain: Project Scoping, Communication Planning, Cost Management, Scope Management, Project Estimation, Project Schedules, Earned Value Management, Scheduling, Team Management, Quality Assurance, Stakeholder Management, Work Breakdown Structure, Risk Management, Organizational Structure, Procurement, Project Risk Management, Project Documentation, Project Controls, Project Management, Project Management Life Cycle

      4.7
      Rating, 4.7 out of 5 stars
      ·
      4.6K reviews

      Beginner · Specialization · 3 - 6 Months

    • U

      University of London

      The Manager's Toolkit: A Practical Guide to Managing People at Work

      Skills you'll gain: People Management, Conflict Management, Human Resources Management and Planning, Employee Performance Management, Organizational Leadership, Leadership, Decision Making, Team Motivation, Compensation Management, Recruitment, Goal Setting, Interviewing Skills

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

      Mixed · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      U

      University of Illinois Urbana-Champaign

      Business Value and Project Management

      Skills you'll gain: Organizational Change, Revenue Recognition, Organizational Structure, Governance, Financial Statements, Agile Methodology, Organizational Strategy, Waterfall Methodology, Organizational Leadership, Accrual Accounting, Project Closure, Business Management, Organizational Effectiveness, Business Ethics, Cash Flows, Change Management, Financial Accounting, Project Implementation, Project Planning, Financial Statement Analysis

      Build toward a degree

      4.7
      Rating, 4.7 out of 5 stars
      ·
      7.5K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      Status: AI skills
      AI skills
      I

      IBM

      IBM Data Analyst

      Skills you'll gain: Data Storytelling, Dashboard, Data Visualization Software, Plotly, Data Visualization, SQL, Predictive Modeling, Generative AI, Interactive Data Visualization, Exploratory Data Analysis, Data Wrangling, Data Analysis, Big Data, Jupyter, Matplotlib, Statistical Analysis, Pandas (Python Package), IBM Cognos Analytics, Excel Formulas, Professional Networking

      Build toward a degree

      4.6
      Rating, 4.6 out of 5 stars
      ·
      92K reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      I

      IBM

      IBM Project Manager

      Skills you'll gain: Stakeholder Engagement, Agile Software Development, Project Management Life Cycle, Resource Management, Risk Management, Peer Review, Earned Value Management, Stakeholder Management, Agile Methodology, Project Risk Management, Team Motivation, Kanban Principles, Project Schedules, Resource Planning, Project Management Institute (PMI) Methodology, Stakeholder Communications, Project Management, IT Management, Interviewing Skills, Professional Networking

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

      Beginner · Professional Certificate · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      E

      ESSEC Business School

      Hotel Management: Distribution, Revenue and Demand Management

      Skills you'll gain: Revenue Management, Hospitality Management, Competitive Analysis, Digital Marketing, Data-Driven Decision-Making, Stakeholder Communications, Forecasting, Budgeting, Demand Generation, Hotel Operations, Asset Management, Hospitality, Marketing, Demand Planning, Financial Forecasting, Strategic Marketing, Target Market, Financial Analysis, Marketing Channel, Business Modeling

      4.6
      Rating, 4.6 out of 5 stars
      ·
      2.1K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      I

      IBM

      Data Engineering Foundations

      Skills you'll gain: SQL, Web Scraping, Database Design, MySQL, Data Transformation, Data Store, Extract, Transform, Load, IBM DB2, Relational Databases, Data Architecture, Jupyter, Data Pipelines, Big Data, Data Warehousing, Data Governance, Databases, Stored Procedure, Data Manipulation, Automation, Python Programming

      4.6
      Rating, 4.6 out of 5 stars
      ·
      56K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      I

      IBM

      IBM Data Management

      Skills you'll gain: Dashboard, Data Storytelling, Data Warehousing, SQL, Data Governance, Data Security, Data Migration, Database Design, Data Literacy, Descriptive Statistics, Extract, Transform, Load, Data Mining, Cloud Storage, Data Visualization Software, Data Store, IBM DB2, Data Management, Relational Databases, MySQL, Excel Formulas

      4.7
      Rating, 4.7 out of 5 stars
      ·
      17K reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      I

      IBM

      IBM IT Project Manager

      Skills you'll gain: Stakeholder Engagement, Software Development Life Cycle, Software Architecture, Agile Software Development, Project Management Life Cycle, Resource Management, Risk Management, Peer Review, Earned Value Management, Stakeholder Management, Agile Methodology, Project Risk Management, Team Motivation, Software Design, Kanban Principles, Project Schedules, Information Technology, Sprint Retrospectives, Interviewing Skills, Project Management

      4.7
      Rating, 4.7 out of 5 stars
      ·
      8.4K reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      G

      Google

      Capstone: Applying Project Management in the Real World

      Skills you'll gain: Project Management, Milestones (Project Management), Data Storytelling, Requirements Analysis, Project Scoping, Project Schedules, Stakeholder Management, Project Planning, Project Documentation, Stakeholder Communications, Quality Management, Interviewing Skills, Communication

      4.9
      Rating, 4.9 out of 5 stars
      ·
      12K reviews

      Beginner · Course · 1 - 4 Weeks

    • U

      University of London

      Managing the Company of the Future

      Skills you'll gain: Organizational Change, Leadership and Management, Business Management, Innovation, Change Management, Organizational Structure, Leadership, Personal Development, Decision Making, Goal Setting, Collaboration

      4.8
      Rating, 4.8 out of 5 stars
      ·
      3.6K reviews

      Mixed · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      I

      IBM

      Applied Software Engineering Fundamentals

      Skills you'll gain: Software Development Life Cycle, Software Architecture, Linux Commands, Unit Testing, Bash (Scripting Language), Shell Script, Git (Version Control System), GitHub, Software Design, Version Control, File Management, Jupyter, Scrum (Software Development), Application Deployment, Collaborative Software, Automation, Flask (Web Framework), Web Scraping, Python Programming, Software Testing

      4.6
      Rating, 4.6 out of 5 stars
      ·
      47K reviews

      Beginner · Specialization · 3 - 6 Months

    Portfolio Management learners also search

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    1…678…696

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

    • Engineering Project Management: Rice University
    • The Manager's Toolkit: A Practical Guide to Managing People at Work: University of London
    • Business Value and Project Management: University of Illinois Urbana-Champaign
    • IBM Data Analyst: IBM
    • IBM Project Manager: IBM
    • Hotel Management: Distribution, Revenue and Demand Management: ESSEC Business School
    • Data Engineering Foundations: IBM
    • IBM Data Management: IBM
    • IBM IT Project Manager: IBM
    • Capstone: Applying Project Management in the Real World: 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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