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Key Points

Course Summary

This CII accredited course, from CFA Institute Investment Foundations, introduces key investment portfolio management concepts such as risk, diversification, portfolio construction, asset allocation, and passive versus active management.

CII CPD accredited Demonstrates the quality of the learning Franklin Templeton Academy and confirms that they meet CII member CPD scheme requirements.

 

Course Objectives
  • Introduce systematic and specific risk
  • Describe how diversification affects a portfolio
  • Compare passive and active management
  • Recognise how active managers attempt to identify and capture market inefficiencies

Available on Demand

Want to Know More?
This course is available on the Franklin Templeton Academy Website (requires free registration).

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1. Investment FoundationsTM courses were developed in partnership with CFA Institute. The CFA Institute Investment Foundations program covers the essentials of finance, ethics and investment roles, providing a clear understanding of the global investment industry.