Increase your competitive advantage with an online Asset and Portfolio Management Certificate

Discover how to assess opportunities, diversify portfolios, and manage investment risk

Learn from professors that have been featured in numerous scholarly journals

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Learn About the Asset and Portfolio Management Certificate

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 portfolio and asset management certificate online 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

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

Program Tuition

  • $3,000 per certificate
  • $1,000 per course

Program Start Date

  • Enroll Immediately
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Asset and Portfolio Management Certificate Courses

Fundamentals of Portfolio Management

$1,000
Duration: 4 weeks

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

$1,000
Duration: 4 weeks

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

$1,000
Duration: 4 weeks

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

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.

Christopher Geczy, PHD

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

David Musto, PHD

Ronald O. Perelman Professor in Finance

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

Jules H. van Binsbergen, PHD

The Nippon Life Professor in Finance, Professor of Finance

Research Interests:
asset pricing, institutional investors, investments

Let us help you reach your full potential

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