CFA Level I: Portfolio Management
Master the Portfolio Management section of the 2026 CFA Level I exam — 5–8% of total exam weight, translating to 9–14 questions. This course maps directly to the official CFA Institute Learning Outcome Statements (LOS) and covers the full Portfolio Management topic area: from the portfolio perspective and risk-return tradeoff through the Capital Asset Pricing Model, Investment Policy Statement construction, behavioral biases, enterprise risk management, and fintech disruption. Each chapter is LOS-referenced, exam-calibrated, and reinforced with Python-computed examples using real market data so candidates build both conceptual clarity and quantitative fluency. All calculations are equally executable on the BA II Plus — the only tool permitted on exam day. The course closes with a synthesis chapter connecting every LOS into the integrated analytical framework the exam tests across the full 180-question paper.
- Level: intermediate
- Duration: 6 weeks
- 9 sections
- Price: $20
Topics: CFA Level I, Portfolio Management, Risk and Return, Efficient Frontier, Capital Market Line, CAPM, Security Market Line, Beta, Investment Policy Statement, Strategic Asset Allocation, Behavioral Finance, Loss Aversion, Cognitive Biases, Value at Risk, Risk Management, Fintech, Robo-Advisors, Exam Preparation
What's inside
- CFA Level I: Portfolio Management
- Chapter 1: Portfolio Management: An Overview
- Chapter 2: Portfolio Risk and Return — Part I
- Chapter 3: Portfolio Risk and Return — Part II
- Chapter 4: Basics of Portfolio Planning and Construction
- Chapter 5: The Behavioral Biases of Individual Investors
- Chapter 6: Introduction to Risk Management
- Chapter 7: Fintech in Investment Management
- Mock Exam — CFA Level I Portfolio Management