Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
The "Understanding Portfolio Theory" course provides accountants with foundational knowledge to evaluate investment risk and return. Participants will learn the key principles of modern portfolio theory, the Capital Asset Pricing Model (CAPM), and Arbitrage Pricing Theory (APT), and how these models are used to optimize portfolios and assess performance.
Key Takeaways
Upon completion of this course, you will learn:
- Modern Portfolio Theory (MPT): Understand how MPT helps investors construct portfolios to optimize returns for a given level of risk.
- Capital Asset Pricing Model (CAPM): Learn how CAPM uses beta to measure systematic risk and estimate expected returns.
- Arbitrage Pricing Theory (APT): Explore APT's multifactor approach to asset returns, which considers multiple sources of systematic risk.
- Performance Metrics: Evaluate investment performance using Sharpe ratio, Treynor ratio, Jensen's alpha, Sortino ratio, and information ratio.
- Risk Management: Understand how diversification, beta, and other metrics are used to manage investment risk and optimize portfolio performance.
Who Will Benefit
This course caters to several professionals, including the following groups:
- Accountants and Financial Analysts: Professionals involved in investment analysis and portfolio management.
- Risk Managers: Individuals responsible for assessing and managing investment risks.
- Investment Advisors: Advisors providing clients with insights on risk and return for various investment opportunities.
- Portfolio Managers: Managers seeking to optimize portfolio performance and evaluate risk-adjusted returns.
How to Access the Course
To access the course please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Learnsignal are a fully online accountancy and finance training provider, partnering with institutes around the world to deliver expert CPD training and help accountants of all levels upskill and grow their careers. With headquarters in Dublin, and a wealth of heritage in the education and accountancy training industry, Learnsignal have quickly become one of the largest Online Training Providers in the world.