2.5 Hours Products and Practice CE credit for Registered Investment Advisors under NASAA
Cost $30
- NOTE: This payment includes the $3 per hour FINRA fee...
- Level:
- Intermediate to Advanced
This course introduces the foundational principles and modern tools of portfolio theory with an emphasis on diversification as a risk management strategy. Topics include the historical origins of Modern Portfolio Theory (MPT), mathematical techniques used to calculate return and risk, graphical visualization of portfolios, and advanced constraints such as holdings and turnover. This course blends theory with application through video lectures, interactive modules and real-world data analysis.
- Teacher: Dr. Fithen
