Portfolio Management Fundamentals


Level 1

Approx 1.50h to complete

100% online and self-paced

Subscribe to get access to CMSA® and other programs

From $497/year

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Introduction to Portfolio Management Course Overview

This Introduction to Portfolio Management course aims to guide you through understanding what portfolio management is as a process and what portfolio managers do in-role. By introducing concepts linearly and logically, this course will first help you establish your knowledge of the portfolio management process by focusing on the firm-side, answering questions like – what are traditional versus non-traditional portfolio managers, what are their strategies, and what are their investment approaches. This knowledge will enable you to understand how portfolio managers differ from three key perspectives: stakeholders, risk tolerance, and investment goals. We then understand what portfolio managers in-role do by examining how portfolios are constructed, discussing how client mandates are formed, and last by not least, by demonstrating how a portfolio manager’s performance is measured. 

After completing this course, you will have a better understanding of what one of the most sought-after roles on the buy-side entails and be in a much more well-informed position to gauge whether or not a career in Portfolio Management might be for you.

Topics explored:

  • What is Portfolio Management
  • Portfolio Manager Profiles
  • Traditional versus Non-Traditional Portfolio Management
  • Portfolio Construction
  • Understanding Client Risk Profiles
  • How Fund Performance is Measured


Introduction to Portfolio Management Learning Objectives

After completing this course, you will be able to:

  • Describe what Portfolio Management is as an activity, and be able to articulate what a Portfolio Manager does and how this role differs from other popular Capital Markets roles (ex., Equity Research, Sales & Trading)
  • Characterize Traditional versus Non-Traditional asset managers in terms of their stakeholders, risk tolerance, and investment goals
  • Explain the Portfolio Construction process and how each of the parties - stakeholders (investors), board of directors, and portfolio managers – are involved.
  • Articulate how Client Risk Profiles impact Portfolio Construction.
  • Illustrate how fund performance is analyzed and measured by explaining the core concepts of Performance Attribution and performance versus Benchmark at the Portfolio Manager level.

Introduction to Portfolio Management Is a Core Course of CFI’s CMSA® Program

CFI’s Capital Markets & Securities Analyst (CMSA)® program covers all the basic, intermediate, and advanced topics about sales and trading, investment banking, and asset management. This program teaches you trading strategies used in the finance and capital markets industry. It is ideal for students who want to learn how to trade different asset classes. The program is completely online so that you can take it at your own pace, from anywhere in the world.

Common career paths for students who take the CMSA® are Sales & Trading, Asset Management, Wealth Management, Treasury, Risk Management, and other capital markets careers.

Who Should Take This CMSA® Course?

This Introduction to Portfolio Management course is perfect for anyone and everyone interested in pursuing a career as a Portfolio Manager. Whether you are about to undergo your first job search as a new graduate of an academic institution, or you are ready to transition career paths after gaining professional work experience in a related or unrelated field, this course will help you establish a strong understanding of what Portfolio Management, what Portfolio Managers do, and whether this career path could be a great fit for you.  

Become a certified Capital Markets & Securities Analyst (CMSA)®

Portfolio Management Fundamentals is part of the All Capital Markets & Securities Analyst (CMSA)® courses, which includes 29 courses.

Capital Markets & Securities Analyst (CMSA)® Certification
  • Skills Learned Trading strategies used in the finance and capital markets
  • Career Prep Work in capital markets, whether on the buy-side or the sell-side

Path To Certification

Prep Courses

5 courses from beginner to intermediate level.


Core Courses

8 courses from beginner to intermediate level.


Elective Courses

16 courses in advanced and intermediate levels.


Get Certified

Submit your CMSA® checklist and order your certificate.

CMSA Certificate 04Required

Join Our Community

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How the Certification Works

Capital Markets & Securities Analyst (CMSA)® courses are offered 100% online, allowing you the flexibility to start the Capital Markets & Securities Analyst (CMSA)® program anytime and learn when it’s most convenient for you.

The program is a part of the All Access Subscription, which includes all programs and courses.

CFI courses are designed by instructors with over 21 years of financial analyst training experience.

Students must complete all core and 7 elective courses (13 in total) and demonstrate mastery of the topics through successful completion of course materials, quizzes, and assessments.
Within 48 hours of program completion, your Blockchain Verified (CMSA)® Certification will be emailed to you.

What Our Students Say

Great course
Great course

Eugene Uwizeyimana

This course is short and sweet. I highly recommend this to investment officials who are aspiring to be portfolio managers. This is a very good foundation course.

Agostinho Maia

Introduction to Portfolio Management

Azeez Raimi

Portfolio Management Fundamentals
Very informative

Brelliant Owuor

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