Portfolio management courses can help you learn asset allocation, risk assessment, performance measurement, and investment strategies. You can build skills in analyzing market trends, constructing diversified portfolios, and evaluating investment opportunities. Many courses introduce tools like Excel for financial modeling, Bloomberg for market data analysis, and software for portfolio tracking, which enhance your ability to apply these skills in real-world investment scenarios.
Rice University
Skills you'll gain: Portfolio Management, Portfolio Risk, Financial Market, Investments, Securities (Finance), Financial Systems, Securities Trading, Asset Management, Behavioral Economics, Capital Markets, Investment Management, Equities, Performance Measurement, Finance, Financial Services, Performance Analysis, Risk Management, Return On Investment, Market Liquidity, Derivatives
Beginner · Specialization · 3 - 6 Months

University of Geneva
Skills you'll gain: Portfolio Management, Risk Management, Portfolio Risk, Business Risk Management, Investment Management, Risk Analysis, Investments, Risk Modeling, Asset Management, Wealth Management, Financial Market, Finance, Derivatives, Equities, Probability Distribution, Market Dynamics, Correlation Analysis
Mixed · Course · 1 - 4 Weeks

University of Maryland, College Park
Skills you'll gain: Product Lifecycle Management, Enterprise Architecture, AI Product Strategy, Product Management, Responsible AI, Innovation, New Product Development, Product Strategy, User Research, Scalability, Design Thinking, Lean Methodologies, Project Portfolio Management, Agile Product Development, Governance, Product Development, Product Roadmaps, User Centered Design, Resource Management, Brand Management
Intermediate · Specialization · 3 - 6 Months

Yale University
Skills you'll gain: Investment Banking, Risk Management, Financial Market, Financial Regulation, Financial Services, Finance, Business Risk Management, Securities (Finance), Financial Policy, Enterprise Risk Management (ERM), Capital Markets, Behavioral Economics, Banking, Corporate Finance, Governance, Investments, Insurance, Underwriting, Derivatives, Market Dynamics
Beginner · Course · 1 - 3 Months

EDHEC Business School
Skills you'll gain: Investment Management, Portfolio Management, Text Mining, Portfolio Risk, Asset Management, Network Analysis, Data Visualization Software, Investments, Machine Learning Methods, Return On Investment, Unstructured Data, Predictive Modeling, Web Scraping, Machine Learning, Social Network Analysis, Financial Statements, Applied Machine Learning, Financial Market, Financial Modeling, Risk Management
Beginner · Specialization · 3 - 6 Months

Coursera
Skills you'll gain: Portfolio Risk, Investment Management, Risk Management, Financial Analysis, Risk Analysis, Portfolio Management, Financial Market, Investments, Return On Investment, Statistics
Intermediate · Guided Project · Less Than 2 Hours
University of Geneva
Skills you'll gain: Portfolio Management, Wealth Management, Risk Management, Investment Management, Financial Market, Portfolio Risk, Business Risk Management, Capital Markets, Risk Analysis, Risk Modeling, Asset Management, Performance Measurement, Investments, Market Dynamics, Environmental Social And Corporate Governance (ESG), Financial Planning, Finance, Equities, Performance Analysis, Business Ethics
Beginner · Specialization · 3 - 6 Months

Coursera
Skills you'll gain: Portfolio Risk, Portfolio Management, Financial Analysis, Financial Data, Analysis, Data Analysis, Risk Management, Quantitative Research, Performance Analysis, Market Data, Financial Modeling, Investments, Asset Management
Beginner · Course · 1 - 4 Weeks
University of Illinois Urbana-Champaign
Skills you'll gain: Credit Risk, Mergers & Acquisitions, Peer Review, Fixed Asset, Accrual Accounting, Financial Statement Analysis, Revenue Recognition, Financial Analysis, Financial Statements, Investments, Corporate Finance, Financial Accounting, Finance, Accounting, Return On Investment, Financial Management, Business Valuation, Financial Modeling, Portfolio Management, Risk Management
Build toward a degree
Intermediate · Specialization · 3 - 6 Months

New York Institute of Finance
Skills you'll gain: Credit Risk, Operational Risk, Portfolio Risk, Risk Management, Risk Management Framework, Business Risk Management, Risk Modeling, Risk Mitigation, Financial Market, Enterprise Risk Management (ERM), Risk Appetite, Risk Control, Risk Analysis, Derivatives, Governance, Portfolio Management, Capital Markets, Financial Analysis, Market Data, Key Performance Indicators (KPIs)
Beginner · Specialization · 3 - 6 Months

Skills you'll gain: Portfolio Management, Portfolio Risk, Financial Modeling, Correlation Analysis, Investment Management, Financial Analysis, Risk Modeling
Intermediate · Guided Project · Less Than 2 Hours

EDHEC Business School
Skills you'll gain: Investment Management, Portfolio Management, Portfolio Risk, Investments, Return On Investment, Asset Management, Risk Analysis, Financial Modeling, Risk Management, Financial Analysis, NumPy, Python Programming, Simulations, Pandas (Python Package), Matplotlib, Data Manipulation
Mixed · Course · 1 - 4 Weeks
Portfolio management is the process of managing a collection of investments to achieve specific financial goals. It involves making informed decisions about asset allocation, risk management, and investment strategies to maximize returns while minimizing risks. Understanding portfolio management is crucial because it helps individuals and organizations effectively navigate the complexities of financial markets, ensuring that their investments align with their objectives and risk tolerance.‎
A career in portfolio management can lead to various roles, including portfolio manager, investment analyst, risk manager, and financial advisor. These positions often require a blend of analytical skills, market knowledge, and strategic thinking. As a portfolio manager, you would be responsible for making investment decisions and managing client portfolios, while an investment analyst focuses on researching and analyzing investment opportunities.‎
To succeed in portfolio management, you should develop a range of skills, including financial analysis, risk assessment, and strategic planning. Familiarity with financial markets, investment vehicles, and portfolio optimization techniques is also essential. Additionally, strong communication skills are important for presenting investment strategies and performance to clients or stakeholders.‎
There are several excellent online courses available for those interested in portfolio management. Notable options include the Investment and Portfolio Management Specialization and the Portfolio and Risk Management course. These programs provide a comprehensive understanding of investment strategies and risk management techniques.‎
Yes. You can start learning portfolio management on Coursera for free in two ways:
If you want to keep learning, earn a certificate in portfolio management, or unlock full course access after the preview or trial, you can upgrade or apply for financial aid.‎
Learning portfolio management involves a combination of theoretical knowledge and practical application. Start by enrolling in online courses that cover the fundamentals of investment strategies and risk management. Engage with interactive content, participate in discussions, and apply what you learn through case studies or simulations to reinforce your understanding.‎
Typical topics covered in portfolio management courses include asset allocation, investment strategies, risk assessment, performance measurement, and market analysis. Courses may also explore specific investment vehicles, such as stocks, bonds, and mutual funds, as well as the impact of economic indicators on portfolio performance.‎
For training and upskilling employees in portfolio management, consider programs like the Lean Product Portfolio Management Specialization or the Credit Analysis: Portfolio Management & Regulations course. These offerings focus on practical skills and knowledge that can enhance an organization's investment strategies and decision-making processes.‎