CFA® Exam Level I: Portfolio Management and Wealth Planning

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

 4 min
CFA® Exam Level I: Portfolio Management and Wealth Planning Snippets Holding Period Return
  • Holding period return (HPR)
  • Arithmetic mean return
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