Asset and Portfolio Management Certificate Online Course

Program Description

The Asset and Portfolio Management Certificate Program is designed to help current and aspiring financial professionals employ the best practices when putting together an investment portfolio. You’ll learn about key terminology, investment products, and asset allocation strategies to maximize return on investments. Discover how to assess opportunities, diversify portfolios, and manage investment risk in this asset and financial portfolio management certificate online program.

Why Take an Asset and Portfolio Management Online Course?

  • In 2019, global assets under management (AuM) grew by 15% 2019 to $89 trillion; in North America, they grew by 19% to $7 trillion.
  • By 2025, global AuM are expected to reach nearly $145 trillion.
  • Employment of financial managers is expected to increase 16% from 2018 to 2028, which is much faster than the average across all occupations.

Who Should Take This Online Investment Certificate Program?

  • Early- to mid-career financial professionals
  • Aspiring asset managers
  • Investment banking associates
  • Career switchers
  • Economics and finance students

Program Details

Start Dates: 
Enroll Immediately

4 weeks per course

3-5 hours per week

Program Format:
100% Online

Self-Paced Program Tuition:
(or $1000 per course)



Offered in a Self-Paced Format

Our Asset and Portfolio Management Certificate Program is 100% online and offered in a self-paced format.

Self-Paced Specialization

  • Advance through the program at your own pace
  • On-demand access to all lectures from the start
  • No live sessions
  • 4 weeks per course
  • 3-5 hour weekly commitment
  • $3,000 per certificate; $1,000 per course

Asset and Portfolio Management Certificate Program Courses

Fundamentals of Portfolio Management

Course Description

Duration: 4 weeks

In this asset and portfolio management course, you’ll learn key concepts and terms in the investment industry, such as efficient market hypothesis, frontier of risky assets, tangency portfolio, Sharpe ratio, and diversification.

Fundamentals of Portfolio Management is the first online investment course in our Asset and Portfolio Management Certificate Program and was designed by professors Jules van Binsbergen and Christopher Geczy to help you evaluate investment strategies and performance. Throughout this course, you’ll develop a strong understanding of risk-reward tradeoffs and the benefits of portfolio diversification. You’ll also learn about the fiduciary duty of an investment advisor, transnational regulation, financial intermediaries, and the regulation of mutual funds.

By the end of this course, you’ll have a firm grasp on the industry’s principles, attributes, players, strategies, and regulations.

Course Modules

  1. Asset Management Overview
  2. Investment Analysis and the Modern Portfolio Theory (MPT)
  3. Equilibrium in the Asset Management Market
  4. Regulation

Participants will learn how to:

  • Differentiate between passive and active investment strategies
  • Complete a mean-variance analysis for a set of assets
  • Assess the distribution of payoffs and returns
  • Optimize asset utility using the capital asset pricing model (CAPM)
  • Leverage a diversified portfolio for better return on investments

Investment Products

Course Description

Duration: 4 weeks

This investment portfolio management course offers a comprehensive view of investment products and the key strategies used by professional investors. With this knowledge, you’ll hone your ability to calculate risks and returns.

Investment Products was designed by professors David Musto and Jules van Binsbergen so you can optimize portfolios by integrating asset and investment products. Through this online investment course, you’ll learn about equity asset management, derivatives, commodities, mortgage-backed securities, and other financial products. You’ll also learn the difference between open-ended mutual funds and exchange-traded funds while discovering how investors prepare for interest rate fluctuations.

By the end of this course, you’ll understand various asset management investment products and how they can help you achieve better return on your investments.

Course Modules

  1. Equity Asset Management
  2. Interest Rate Asset Management
  3. Other Products
  4. Using Derivatives for Asset Management

Participants will learn how to:

  • Assess the alpha and beta within equity funds
  • Estimate and analyze the value of bond assets
  • Optimize credit risk by choosing the right bonds for your portfolio
  • Evaluate the effectiveness of commodities, money market funds, and mortgage-backed securities
  • Use derivatives to enhance ROI strategies

Asset Allocation

Course Description

Duration: 4 weeks

In this asset allocation course, you’ll build on your portfolio management knowledge by exploring the importance of asset allocation in investing.

Asset Allocation was designed by professors Christopher Geczy and Jules van Binsbergen to equip you with different portfolio strategies and risk management tools. You’ll analyze the theoretical frameworks of the modern portfolio theory (MPT) and the capital asset pricing model (CAPM) while exploring how to apply multi-factor asset pricing models. Real-life examples are used to discuss asset allocation models, long- versus short-term considerations, and portfolio attribution analysis.

By the end of this asset allocation course and online portfolio management certificate program, you’ll employ models of allocation to better analyze correlation and volatility in your investments—so you can ultimately achieve better return on your investments.

Course Modules

  1. Asset Pricing Models
  2. Traditional Asset Allocation
  3. New Strategic Allocation
  4. Performance Attribution Analysis

Participants will learn how to:

  • Implement the CAPM formula and other multi-factor asset pricing models
  • Differentiate hedge, private equity, and venture capital funds from mutual fund strategies
  • Employ models of allocation to better analyze investment correlation and volatility
  • Assist investors in assessing risk tolerance
  • Assess performance persistence and discuss whether past performance is indicative of future results

Access to and a basic understanding of Microsoft Excel is required to complete the final case study project for the Asset Allocation course.

Key Certificate Program Takeaways

In the Asset and Portfolio Management Certificate program, participants will learn how to:

  • Present asset and portfolio management strategies to investors
  • Assess and choose the most effective asset products for investment portfolios
  • Manage investment risks and prepare for interest rate changes
  • Use asset pricing models to inform your investment decisions
  • Diversify investments for maximum ROI

Request Info

Learn more about Wharton Online’s Asset and Portfolio Management Certificate before enrolling in the program.

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World-Class Wharton Faculty

The Asset and Portfolio Management Certificate Program is led by three outstanding Wharton finance professors. Their work has appeared in numerous scholarly journals including the Journal of Finance, Review of Financial Studies, Journal of Financial Economics, Journal of Portfolio Management, American Economic Review, and the Journal of Political Economy.

If you enroll in the cohort program, you’ll have live sessions with one of these faculty members or a course facilitator each week.

Faculty research interests include:

  • Asset pricing
  • Wealth management
  • Alternative investments
  • Capital markets
  • Consumer credit

Christopher Geczy

Adjunct Professor of Finance; Academic Director, Wharton Wealth Management Initiative; Academic Director, Jacobs Levy Equity Management Center for Quantitative Financial Research

Research Interests:
wealth management, asset allocation, alternative investments, ESG incorporation in portfolios

See Faculty Bio

David Musto

Ronald O. Perelman Professor in Finance

Research Interests:
Research interests: capital markets, consumer credit, financial intermediation

See Faculty Bio

Jules H. van Binsbergen

The Nippon Life Professor in Finance, Professor of Finance

Research Interests:
asset pricing, institutional investors, investments

See Faculty Bio

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