Certified Portfolio Specialist

Course Overview

This test is designed for those that want to specialize in Portfolio Management, a field which is growing annually at a rate of over 13%. Apart from the basic of portfolio management, the test will check your overall comprehension of portfolio management, like your abilities to pick stock and diversification as well as risk management. The test will also check your aptitude at sectoral analysis and also articulate your portfolio management philosophy and process so you can impress fund consultants , potential institutional investors and product teams of banks. In addition to these topics, we will also gauge your s how well you analyze credit and financial performance and utilize statistical scoring, segmentation, regression and simulation techniques.

About the Test

The test is a more comprehensive assessment for those that want to be a specialist in portfolio management. We will check your knowledge on gauging the fund performance of funds, stock picking in key sectors. The test will also articulate your portfolio management philosophy, and your abilities to risk manage using simulation techniques.

About Faculty:

Highly Qualified faculty (Including CA, CFA, FRM, MBA, and Ph.D. holders) having experience working in the Corporate World. So that they can give a better understanding of financial concepts with real-world implications. Along with giving real-life examples the faculty will also support you in solving the real-life scenario and help the learners innovate in business practice.

The faculty team includes outstanding educators and researchers from both the academic and business sectors, contributing towards the overall professional and personal growth of the students. Interactions with prominent leaders/senior executives from the industry, allowing you to benefit from the experience gained in leading positions around the globe. Stock Learning Faculty are highly qualified and experienced faculty are the greatest asset of the Organisation

Course Curriculum

  • Regulations
  • Risk and Returns
  • Securities Market
  • Taxation
  • Valuation

Refund Policy:

  • The fees paid by the Candidate shall not be refundable in any circumstances whatsoever except in case of medical reasons or in case of death of a Candidate or his/ her parents. The fees shall be refunded only after the production of a valid medical certificate proving physical or mental disability of the Candidate to attend the Course, the death certificate of the deceased Candidate or his/ her parent, etc
  • On production of the required documents, as mentioned herein above, the fees paid by the Candidate shall be refunded to the Candidate or his/her parent without interest component
  • Stock Learning is not liable to issue any certificate to the Candidate who has withdrawn from the said course.

Course Fees Structure:

  • Self-Paced Training Rs 3000/-
  • Online Live Session Rs 5000/-
  • Classroom Session Rs 10000/-

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