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Certificate in Portfolio Management

1 Reviews

Course type: Online Self Paced Class

Course ID: 21134

Course type: Online Self Paced Class

1 Chapters

1 Video Lecture

Students Interested 0

Students Attending 0

₹ 7,900

1 Reviews

About the Course

Jobs in Banking and Capital Market are extremely competitive. There are thousands of well qualified applicants for every open position. This DeZyre certification in capital market will significantly improve your chances of a successful career since you will learn the exact skills that industry is looking for.

The best financial industry experts, will teach you using real-life industry case studies, current events and personal experience. At the end of this course you will have a confident grasp of the technicals of equity, debt, derivates, forex and mutual funds. You will be able to apply for jobs that involve financial planning, wealth management, Demat relationship management etc

Topics Covered

Concept of Financial Planning
Managing Investment Risk
Measuring Investment Returns
Investment Vehicles
Investment Strategies
Insurance Planning
Retirement Planning
Tax Planning
Financial Institutions, Instruments & Markets
Equity Capital Markets
Bonds and Debt Capital Markets
Mutual Funds and Pension Funds
Derivatives Overview and Pricing
Foreign Exchange
Debt Mutual Funds

Who should attend

Any one who is interested to learn about finance portfolio management


System with good internet connection

Key Takeaways

Learn Financial Planning & Portfolio Management
Understand the various investment options such as Equity, Debt, Derivatives. Forex etc
Calculate returns, yields, allocations, risk using Excel
Get exposed to portfolio management case studies and best practices taught by leading financial planners with backgrounds from IIM, Reliance Capital, BSE etc
Get career assistance by interacting with industry professionals who will guide you with your interviews and job search

Batch 1

Date : 19 Sep, 18 - 26 Sep, 18

Timings : 09:05 PM-09:05 PM

Seats Left : 10000

Students Interested : 0

Students Attended : 0


Have a Question? Enquire Now

About the Trainer

5 Avg Rating

116 Reviews

146 Students

12 Courses

Binny Mathews

M.S in Computer Science and Engineering from Washington University in St.Louis

Binny is Co-founder of Prior to DeZyre, Binny was a Senior Analyst in the Investment Banking Division at Credit Suisse (New York & San Francisco) working with clients in Media and Technology.

Student Feedback


Average Rating




Milan Jain

I have for the First time ever tried an Online Learning Platform. Dezyre has changed my perception about the Online Learning. One can learn at their own pace with best knowledge available online. Thanks Dezyre. Looking forward for more Courses. **Milan:)**


1 Chapters

1 Video Lecture

Students Interested 0

Students Attending 0

₹ 7,900


Have a Question? Enquire Now

Post your requirement and let us connect you with best possible matches for Financial Planning classes Post your requirement now
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