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    • Portfolio Management

    Portfolio Management Courses Online

    Master portfolio management for investment strategies. Learn about asset allocation, risk management, and portfolio optimization.

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    Explore the Portfolio Management Course Catalog

    • Status: Free Trial
      Free Trial
      U

      University of Minnesota

      Human Resource Management: HR for People Managers

      Skills you'll gain: Performance Management, Performance Appraisal, Employee Performance Management, Compensation Management, Compensation Strategy, Compensation and Benefits, Constructive Feedback, Workforce Planning, Human Resource Strategy, Human Resources, Employee Onboarding, Recruitment, Recruitment Strategies, Human Capital, Compensation Analysis, Talent Acquisition, Human Resources Management and Planning, People Management, Job Analysis, Payroll

      4.8
      Rating, 4.8 out of 5 stars
      ·
      15K reviews

      Beginner · Specialization · 3 - 6 Months

    • J

      Johns Hopkins University

      Principles of Management

      Skills you'll gain: Team Management, Team Building, Business Ethics, Employee Coaching, Influencing, Leadership and Management, People Management, Conflict Management, Project Management, Leadership Studies, Decision Making, Relationship Building, Organizational Strategy, Communication, Active Listening, Business Strategy

      4.7
      Rating, 4.7 out of 5 stars
      ·
      540 reviews

      Mixed · Course · 1 - 4 Weeks

    • H

      Howard University

      Project Management Essentials

      Skills you'll gain: Project Management Life Cycle, Project Management Institute (PMI) Methodology, Project Management, Project Coordination, Agile Project Management, Project Risk Management, Scope Management, Project Controls, Project Planning, Project Closure, Stakeholder Management, Change Control, Leadership

      4.6
      Rating, 4.6 out of 5 stars
      ·
      946 reviews

      Beginner · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      U

      University of Virginia Darden School Foundation

      IBM & Darden Digital Strategy

      Skills you'll gain: Strategic Thinking, Digital Transformation, Business Strategy, Cloud Computing Architecture, Competitive Analysis, Cloud Services, Large Language Modeling, Artificial Intelligence, Business Transformation, Cloud Security, Cloud Technologies, Cloud Infrastructure, Big Data, Cloud Platforms, Data Analysis, Statistical Analysis, Cloud Hosting, Generative AI, Product Lifecycle Management, Business Technologies

      4.7
      Rating, 4.7 out of 5 stars
      ·
      45K reviews

      Beginner · Specialization · 3 - 6 Months

    • Status: New
      New
      Status: Free Trial
      Free Trial
      I

      IBM

      IBM Relational Database Administrator

      Skills you'll gain: Data Warehousing, SQL, Extract, Transform, Load, Apache Airflow, Web Scraping, Linux Commands, Database Design, Database Administration, MySQL, Data Pipelines, Apache Kafka, Database Management, Bash (Scripting Language), Shell Script, Database Architecture and Administration, Data Transformation, Data Store, IBM DB2, Jupyter, Generative AI

      4.6
      Rating, 4.6 out of 5 stars
      ·
      58K reviews

      Intermediate · Professional Certificate · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      U

      University of California, Irvine

      Work Smarter, Not Harder: Time Management for Personal & Professional Productivity

      Skills you'll gain: Time Management, Planning, Delegation Skills, Productivity, Organizational Skills, Multitasking, Resource Management, Prioritization, Personal Development, Goal Setting, Professional Development, Communication

      4.6
      Rating, 4.6 out of 5 stars
      ·
      17K reviews

      Mixed · Course · 1 - 4 Weeks

    • Status: Free Trial
      Free Trial
      Status: AI skills
      AI skills
      I

      IBM

      IBM Data Engineering

      Skills you'll gain: NoSQL, Data Warehousing, SQL, Apache Hadoop, Extract, Transform, Load, Apache Airflow, Web Scraping, Linux Commands, Database Design, IBM Cognos Analytics, MySQL, Apache Spark, Data Pipelines, Apache Kafka, Database Management, Bash (Scripting Language), Data Store, Jupyter, Generative AI, Professional Networking

      Build toward a degree

      4.6
      Rating, 4.6 out of 5 stars
      ·
      58K reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      I

      IBM

      IBM Back-End Development

      Skills you'll gain: Istio, Open Web Application Security Project (OWASP), Software Development Life Cycle, Software Architecture, Linux Commands, Unit Testing, Application Deployment, NoSQL, Kubernetes, Bash (Scripting Language), MongoDB, Shell Script, Django (Web Framework), Object-Relational Mapping, OpenShift, Git (Version Control System), Cloud Applications, Containerization, Jupyter, Grafana

      4.6
      Rating, 4.6 out of 5 stars
      ·
      49K reviews

      Beginner · Professional Certificate · 3 - 6 Months

    • Status: Free Trial
      Free Trial
      I

      IBM

      Generative AI for Product Managers

      Skills you'll gain: Prompt Engineering, Generative AI, ChatGPT, Commercialization, Product Management, Product Lifecycle Management, Stakeholder Communications, OpenAI, Technical Product Management, Artificial Intelligence, Customer experience improvement, Team Building, Return On Investment, Product Development, New Product Development, Product Strategy, Microsoft Copilot, Large Language Modeling, Technical Communication, Program Development

      4.7
      Rating, 4.7 out of 5 stars
      ·
      6.8K reviews

      Intermediate · Specialization · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      M

      Macquarie University

      Influencing: Storytelling, Change Management and Governance

      Skills you'll gain: Overcoming Objections, Influencing, Risk Management Framework, Persuasive Communication, Governance, Storytelling, Risk Management, Change Management, Organizational Change, Rapport Building, Meeting Facilitation, Conflict Management, Enterprise Risk Management (ERM), Business Transformation, Risk Analysis, Negotiation, Intercultural Competence, Stakeholder Management, Leadership, Process Management

      4.8
      Rating, 4.8 out of 5 stars
      ·
      4.3K reviews

      Beginner · Specialization · 3 - 6 Months

    • U

      University of London

      Brand Management: Aligning Business, Brand and Behaviour

      Skills you'll gain: Brand Management, Branding, Brand Strategy, Brand Awareness, Employee Engagement, Marketing Management, Global Marketing, Internal Communications, Customer experience strategy (CX), Human Resources, Organizational Change, Consumer Behaviour, Cross-Functional Collaboration

      4.9
      Rating, 4.9 out of 5 stars
      ·
      7.6K reviews

      Beginner · Course · 1 - 3 Months

    • Status: Free Trial
      Free Trial
      U

      University of Virginia

      Digital Product Management

      Skills you'll gain: Usability Testing, Agile Product Development, New Product Development, Continuous Delivery, Agile Software Development, User Story, Product Management, Agile Methodology, Product Testing, Agile Project Management, Team Performance Management, Team Management, Design Thinking, Team Building, Team Leadership, Product Improvement, DevOps, Customer Analysis, Innovation, Analytics

      4.7
      Rating, 4.7 out of 5 stars
      ·
      9.6K reviews

      Beginner · Specialization · 3 - 6 Months

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    1…567…696

    In summary, here are 10 of our most popular portfolio management courses

    • Human Resource Management: HR for People Managers: University of Minnesota
    • Principles of Management: Johns Hopkins University
    • Project Management Essentials: Howard University
    • IBM & Darden Digital Strategy: University of Virginia Darden School Foundation
    • IBM Relational Database Administrator: IBM
    • Work Smarter, Not Harder: Time Management for Personal & Professional Productivity: University of California, Irvine
    • IBM Data Engineering: IBM
    • IBM Back-End Development: IBM
    • Generative AI for Product Managers: IBM
    • Influencing: Storytelling, Change Management and Governance: Macquarie University

    Frequently Asked Questions about Portfolio Management

    Portfolio management is the process of assembling and overseeing a selection of investments in stocks, bonds, and other securities that meet a particular investor’s desired balance of risk and expected return. Efficient portfolio construction and management are critically important for building wealth over the long term, enabling investors to earn more over time than just putting money in an interest-bearing savings account while avoiding the risk of attempting to pick individual stocks and “beat the market.”

    Most strategies for portfolio optimization are based in modern portfolio theory, which is founded on the insight that evaluations of risk and return should be made about an entire collection of assets, not just individual assets. Thus, portfolio optimization is pursued by combining assets with different risk profiles that balance each other out in aggregate and minimize the overall portfolio risk for a given expected return. Statistical analyses of variance in price movements and correlations between assets are relied upon to build this efficient diversified portfolio.

    Other portfolio theories have emerged to remedy perceived flaws in modern portfolio theory, giving portfolio managers additional tools. For example, post-modern portfolio theory seeks to more aggressively minimize downside risks, claiming that modern portfolio theory fails to adequately distinguish between regular small losses and rarer but more dangerous catastrophic declines in the market. Behavioral finance has also critiqued conventional portfolio management strategies for failing to account for the role of cognitive biases of investors and the market at large.‎

    Portfolio management is an art as well as a science, and professionals in this field must be skilled at analyzing a basket of different securities as well as working with investors to determine their desired combination of risk and return. Because of the enormous value that can be generated by an efficient diversified portfolio over time, this expertise is always in high demand - and is highly compensated. According to the Bureau of Labor Statistics, financial managers earned a median annual salary of $129,890 in 2019, and these jobs are expected to grow much faster than average.‎

    Absolutely. Coursera offers an incredibly wide range of opportunities to learn about business and finance, including individual courses as well as Specializations spanning multiple courses. Coursera also gives you the chance to learn about portfolio management from top-ranked universities from around the world, including Yale University, University of Illinois at Urbana-Champaign, Rice University, University of Geneva, and the Indian School of Business. And, since you can learn on Coursera for a significantly lower tuition than on-campus students, your valuable education in portfolio management is sure to be a smart investment.‎

    Math is one of the skills you may benefit from having before you start learning portfolio management. Accounting and computer science skills can also be helpful. Strong reading skills can help you when processing large amounts of details. Analytical ability is typically important when learning how to navigate the stock market, and the ability to work alone can help you when mastering these financial concepts. Some other skills that may help you in portfolio management include people skills that can help when dealing with clients and organizational skills that can make it easy to keep track of precise financial details.‎

    People who have strong interpersonal skills and communications skills are typically best suited for portfolio management roles. This is because explaining complex details to clients is often a key role of the job. People who enjoy analytical thinking and who enjoy poring over details may also be suited to portfolio management. This is because portfolio managers may spend large amounts of time each day analyzing stock market trends and looking for patterns to predict which stocks are likely to go up or down. Being deeply curious and driven to succeed are also qualities that can help a portfolio manager perform well.‎

    Common career paths for people in portfolio management include personal financial advisors who work directly with individual investors and financial analysts who help both individuals and businesses make financial decisions, according to the Bureau of Labor Statistics. Budget analysts who may help clients with budget planning and financial managers who may help clients with long-term financial goal setting as well as budget planning are two other potential career paths for a portfolio management professional. Portfolio management professionals may also find a niche in teaching, where they typically help others learn the fine points of investing and managing a portfolio.‎

    Some topics you can study that are related to portfolio management include investment management and how to use some of the software programs portfolio managers typically use, such as Python and spreadsheets. Business writing, interpersonal communications, and how to give presentations are other courses you could study that can be useful when working as a portfolio manager. These are typically helpful because of the need to communicate with clients about investments.‎

    Online Portfolio Management courses offer a convenient and flexible way to enhance your knowledge or learn new Portfolio Management skills. Choose from a wide range of Portfolio Management courses offered by top universities and industry leaders tailored to various skill levels.‎

    When looking to enhance your workforce's skills in Portfolio Management, it's crucial to select a course that aligns with their current abilities and learning objectives. Our Skills Dashboard is an invaluable tool for identifying skill gaps and choosing the most appropriate course for effective upskilling. For a comprehensive understanding of how our courses can benefit your employees, explore the enterprise solutions we offer. Discover more about our tailored programs at Coursera for Business here.‎

    This FAQ content has been made available for informational purposes only. Learners are advised to conduct additional research to ensure that courses and other credentials pursued meet their personal, professional, and financial goals.

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