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Portfolio Management Courses

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.


Popular Portfolio Management Courses and Certifications


  • Status: Free Trial
    Free Trial
    R

    Rice University

    Investment and Portfolio Management

    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

    4.5
    Rating, 4.5 out of 5 stars
    ·
    2.6K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    U

    University of Geneva

    Portfolio and Risk Management

    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

    4.7
    Rating, 4.7 out of 5 stars
    ·
    2.5K reviews

    Mixed · Course · 1 - 4 Weeks

  • C

    Coursera

    Investment Risk Management

    Skills you'll gain: Portfolio Risk, Investment Management, Risk Management, Financial Analysis, Risk Analysis, Portfolio Management, Financial Market, Investments, Return On Investment, Statistics

    4.4
    Rating, 4.4 out of 5 stars
    ·
    2.1K reviews

    Intermediate · Guided Project · Less Than 2 Hours

  • Status: Free Trial
    Free Trial
    U

    University of Maryland, College Park

    Lean Product Portfolio Management

    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

  • Status: Free Trial
    Free Trial
    U

    University of Geneva

    Investment Management

    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

    4.7
    Rating, 4.7 out of 5 stars
    ·
    7.7K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    E

    EDHEC Business School

    Investment Management with Python and Machine Learning

    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

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.8K reviews

    Beginner · Specialization · 3 - 6 Months

What brings you to Coursera today?

  • Status: Free Trial
    Free Trial
    N

    New York Institute of Finance

    Risk Management

    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)

    4.6
    Rating, 4.6 out of 5 stars
    ·
    1.6K reviews

    Beginner · Specialization · 3 - 6 Months

  • Status: Free Trial
    Free Trial
    C

    Coursera

    Mastering Portfolio Analysis

    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

    4.6
    Rating, 4.6 out of 5 stars
    ·
    36 reviews

    Beginner · Course · 1 - 4 Weeks

  • Status: Free Trial
    Free Trial
    U

    University of Illinois Urbana-Champaign

    Financial Management

    Skills you'll gain: Revenue Recognition, Peer Review, Credit Risk, Mergers & Acquisitions, Financial Analysis, Accrual Accounting, Financial Statement Analysis, Cash Flows, Accounting, Corporate Finance, Financial Statements, Financial Accounting, Finance, Financial Modeling, Investments, Return On Investment, Generally Accepted Accounting Principles (GAAP), Financial Management, Portfolio Management, Risk Management

    Build toward a degree

    4.7
    Rating, 4.7 out of 5 stars
    ·
    6.9K reviews

    Intermediate · Specialization · 3 - 6 Months

  • Status: New
    New
    Status: Free Trial
    Free Trial
    C

    Coursera

    Portfolio Development in Canva

    Skills you'll gain: Storytelling, Case Studies, Canva (Software), Digital Design, Visual Design, Content Creation, Portfolio Management, Target Audience, Design Strategies, Layout Design, Goal Setting, User Experience Design, Graphic and Visual Design

    Beginner · Course · 1 - 4 Weeks

  • Status: New
    New
    Status: Free Trial
    Free Trial
    H

    Harvard Business Review

    Master Financial Fundamentals

    Skills you'll gain: Financial Statements, Financial Management, Budgeting, Financial Data, Financial Analysis, Income Statement, Balance Sheet, Performance Analysis, Resource Allocation, Variance Analysis, Cost Benefit Analysis, Return On Investment, Investments, Cash Flows

    4.8
    Rating, 4.8 out of 5 stars
    ·
    12 reviews

    Intermediate · Course · 1 - 4 Weeks

  • C

    Coursera

    Portfolio Optimization using Markowitz Model

    Skills you'll gain: Portfolio Management, Portfolio Risk, Financial Modeling, Correlation Analysis, Investment Management, Financial Analysis, Risk Modeling

    4.4
    Rating, 4.4 out of 5 stars
    ·
    328 reviews

    Intermediate · Guided Project · Less Than 2 Hours

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In summary, here are 10 of our most popular portfolio management courses

  • Investment and Portfolio Management: Rice University
  • Portfolio and Risk Management: University of Geneva
  • Investment Risk Management: Coursera
  • Lean Product Portfolio Management: University of Maryland, College Park
  • Investment Management: University of Geneva
  • Investment Management with Python and Machine Learning: EDHEC Business School
  • Risk Management: New York Institute of Finance
  • Mastering Portfolio Analysis : Coursera
  • Financial Management: University of Illinois Urbana-Champaign
  • Portfolio Development in Canva: Coursera

Frequently Asked Questions about Portfolio Management

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:

  1. Preview the first module of many portfolio management courses at no cost. This includes video lessons, readings, graded assignments, and Coursera Coach (where available).
  2. Start a 7-day free trial for Specializations or Coursera Plus. This gives you full access to all course content across eligible programs within the timeframe of your trial.

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.‎

This FAQ content has been made available for informational purposes only. Learners are advised to conduct additional research to ensure that courses and other credentials pursued meet their personal, professional, and financial goals.

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