CFA® Exam Level I: Portfolio Management and Wealth Planning
April 29, 2021 2023-03-23 1:28
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Portfolio Management: An Overview 5 Videos | 1 Quiz
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The Portfolio Approach 6 min
Types of Investors 8 min
Asset Management 8 min
Pooled Investments 12 min
Portfolio Management Process 5 min
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Portfolio Risk and Return: Part I 9 Videos | 1 Quiz
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HPR, Arithmetic, and Geometric Means 10 min
Money-Weighted Return 8 min
Time-Weighted Return 6 min
Mean, Variance, and Covariance 11 min
Return Types 11 min
Investment and Market Characteristics 6 min
Risk Aversion and Indifference Curves 13 min
Diversification Benefits 7 min
Avenues for Diversification 6 min
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Portfolio Risk and Return: Part II 6 Videos | 1 Quiz
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Efficient Frontier, CAL, and CML 9 min
Decomposition of Total Risk 5 min
Beta Coefficient 7 min
Capital Asset Pricing Model (CAPM) 8 min
CAPM Limitations and Multi-Factor Models 7 min
CAPM and Portfolio Construction 7 min
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Basics of Portfolio Planning and Construction 7 Videos | 1 Quiz
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IPS Components 4 min
Risk & Return Objectives 6 min
Investment Constraints 5 min
IPS and Asset Allocation Example 5 min
Strategic Asset Allocation 8 min
Portfolio Construction 8 min
ESG Integration in Portfolio Construction 5 min
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The Behavioral Biases of Individuals 4 Videos | 1 Quiz
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Cognitive Errors: Belief Perseverance Biases 10 min
Cognitive Errors: Processing Errors 8 min
Emotional Biases 9 min
Market Anomalies 8 min
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Introduction to Risk Management 7 Videos | 1 Quiz
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The Risk Management Framework 11 min
The Risk Governance Framework 6 min
Risk Tolerance and Risk Budgeting 6 min
Financial Risks 4 min
Non-Financial Risks 10 min
Risk Drivers & Metrics 12 min
Risk Modification Techniques 10 min
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Technical Analysis 5 Videos | 1 Quiz
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Introduction to Technical Analysis 11 min
Chart Types 9 min
Chart Trends & Patterns 20 min
Technical Indicators 17 min
Intermarket Analysis & Applications to Portfolio Management 8 min
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Fintech in Investment Management 5 Videos | 1 Quiz
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Big Data 7 min
Data Science 3 min
Artificial Intelligence & Machine Learning 7 min
Fintech 10 min
Distributed Ledger Technology 8 min
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