Note, this system is restricted to financial advisors, you must be licensed in the financial industry and have an active CRD number on the FINRA system
This course explores various constraints that can be applied in portfolio construction and their impact on diversification. It examines how each constraint contributes to greater diversification, ultimately leading to a reduction in risk. Students will gain a deeper understanding of the relationship between portfolio constraints, diversification, and risk management.
This course provides a comprehensive introduction to the fundamentals of Modern Portfolio Theory (MPT). It begins with the analysis of two-security portfolios and gradually expands to portfolios with three securities. Students will explore the construction of the efficient frontier and delve into key portfolio metrics. The course also examines the construction of ETFs and compares it with traditional MPT portfolio strategies, offering a practical understanding of both approaches.