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Level I CFA® Prep Course (2023) - Portfolio Management (Udemy.com)

Deep dive into Portfolio Mgt with the Bestselling CFA® prep course updated for 2023 | With visual learning + Quizzes

Created by: Keith Tan, CFA

Last updated May 2023

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What you will learn

  • Calculate and interpret portfolio standard deviation
  • Understand the theory behind investor's optimal portfolio
  • Differentiate between capital allocation line (CAL) and capital market line (CAL)
  • Understand the difference between systematic risk and unsystematic risk
  • Calculate and interpret a stock's beta
  • Apply CAPM and Security Market Line (SML)
  • Calculate and interpret the Sharpe ratio, Treynor ratio, M-squared , and Jensen’s alpha.
  • Understand the major components of an Investment Policy Statement (IPS)
  • Plan and construct an investment portfolio
  • Risk management, risk budgeting, and measuring risk
  • Understand the various methods to modify a risk
  • Understand how Fintech is applied in investment management (Robo-advisors, automated trading)
  • Understand Big Data, AI and Machine Learning
  • Understand the technology behind distributed ledgers and Blockchain

How it compares

Against the other 376 rated Udemy courses in Finance & Accounting on CourseDuck:

  • Rating4.8 out of 5higher than 96% of them
  • Reviews950#121 of 377 by number of reviews
  • Length4.7 hoursshorter than 51% of them
  • Last updatedMay 2023earlier than 74% of them

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Course Description

Bestselling and Highest Rated CFA® courses on Udemy!

When selecting a CFA  prep course, make sure that it has been updated to the latest curriculum. All PrepNuggets courses have been updated to the latest 2023 CFA Level I curriculum.


The CFA® program is rewarding but gruelling. The majority of candidates fail the exam. In order to pass, you are going to need much more than summaries or crash courses. But we can fully empathise if you feel the curriculum is too lengthy and too difficult given your busy schedule.

That is why we have crafted for you this complete series of 10 courses covering all 10 topics of the CFA® curriculum. These courses are not superficial summaries, but a detailed and concise coverage of the curriculum for each topic area.

We keep our videos short so as to help you follow the Pareto Principle. We believe that if you put in the optimal 20% effort using the right approach, you can potentially achieve 80% of the results!

The PrepNuggets approach is to condense pertinent material from the curriculum to easily digestible nuggets for you to consume during your pockets of free time. Each nugget is painstakingly crafted to explain really complex concepts using engaging illustrations and animations. No more wading through pages and pages of words, or sitting through long boring lessons with bullet-point slides.

By the end of this course, we are confident you will be able to comfortably handle at least 80% of the questions under this topic area.

Don't take our word for it! Hear what some of our students have to say:

  • "This is an INCREDIBLY useful course for visual learners. The concepts are clear and concise. You will begin to see the relationships between concepts as you progress. Excited for the rest of this course and the other courses in the rest of the series." - Andrew Bachman

  • "One of the best courses I've seen, if not the best. Prepnuggets staff know how to pass on knowledge, both by visualization and by verbal explanations. Excited to finish this course and continue to other courses." - Lidor Sigron

Take action now! It is never too early or too late to start preparing. Join thousands of CFA candidates worldwide in making us your preferred prep companion!

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NOTE: This course is part of a complete series of 10 courses that fully cover all 10 topics for CFA® Level I. We recommend you begin your exam preparation with our Quantitative Methods course. For our full catalog of courses, look for our instructor profile down below and click on the PrepNuggets logo.


REQUIRED DISCLAIMER: CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by PrepNuggets or Udemy. CFA Institute, CFA®, and Chartered Financial Analyst® are trademarks owned by CFA Institute.

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Instructor Details

Keith Tan, CFA

PrepNuggets is the creator of 10 bestselling and highly rated CFA® prep courses on Udemy. The 10 topics fully cover the CFA® Level 1 exam.

Your course instructor is Keith Tan, CFA, who has passed all 3 levels of the CFA® Exams consecutively from 2014 to 2016. He was in the wealth management industry for more than 4 years, and is currently pursuing his dream of running this e-learning company. With his focus on creating engaging animations for visual and targeted learning, PrepNuggets courses have become favourites for busy professionals who have limited time to study.


REQUIRED DISCLAIMER: CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by PrepNuggets or Udemy. CFA Institute, CFA®, and Chartered Financial Analyst® are trademarks owned by CFA Institute.

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Reviews

4.8

950 ratings on Udemy

Select a bar to show only those reviews.Select the bar again to show every rating.

By Elias Muchineripi Mashayamombe on 9/30/2022

I like the approach Keith uses. It shows he put a lot of effort in making these CFA level 1 courses. The voice is clear, the animations help a lot in retaining information and making sure one does not easily get bored and the end of section exercises help a lot in building confidence. I had very little time to prepare for my level one exam but the Prep Nuggets courses helped me a lot, otherwise I was going to defer writing to 2023. Good Job.

By Abhi Mr on 8/7/2022

Absolutely love this course. The concepts are explained well with great animations/slides and examples.

By John Baladad on 12/24/2021

Thanks for the transparency on basic CFA portfolio management evaluation. The education is priceless. Keep up the great work!

By Anonymized User on 8/15/2021

This training should little bit more easy for even a beginner should understand. will have too take help from other video as well to understand better may be youtube.

By Barak Marx on 3/2/2021

This course is by far the best summary of the CFA curriculum. The whole package provided by prepnuggets should give you a very good basis to understand all the material in a good way. Highly ! Highly ! recommended

By Samina Rahman on 2/16/2021

I have bought almost all level 1 topic from prep nuggets. All I wish is that if this had lesson for level 2 as well.

By A Mukti Soma on 11/22/2020

It is very clear explanation

By Anuj Kapil on 9/11/2020

very connected, short and simple

By Mahmoud Makeen on 9/4/2020

the best course ever for CFA level given from Prep nuggets collection of the 10 topics

By Alireza Hallajbashi on 8/24/2020

The courses provided by Keith Tan really helps you to understand the concept and it makes the book so digestible.

By Thokozani on 8/24/2020

Well to the point.

By Jay Panchal on 8/6/2020

Its a superb course.

Showing 12 of 29 reviews

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Overall Score : 96 / 100