Paper No. 15 Advanced Portfolio Management
UNIT DESCRIPTION
This paper is intended to equip the candidate with the knowledge, skills and attitudes that will
enable him/her to apply advanced financial techniques and methods in portfolio management.
LEARNING OUTCOMES
A candidate who passes this paper should be able to:
⢠Develop investment policy statement for individual and institutional investors
⢠Construct a portfolio using different asset classes
⢠Analyse different strategies used to manage a portfolio of different asset classes
⢠Apply trade execution decisions and techniques in portfolio management
⢠Undertake portfolio monitoring and rebalancing processes
⢠Evaluate the performance of a portfolio.
This paper is intended to equip the candidate with the knowledge, skills and attitudes that will
enable him/her to apply advanced financial techniques and methods in portfolio management.
LEARNING OUTCOMES
A candidate who passes this paper should be able to:
⢠Develop investment policy statement for individual and institutional investors
⢠Construct a portfolio using different asset classes
⢠Analyse different strategies used to manage a portfolio of different asset classes
⢠Apply trade execution decisions and techniques in portfolio management
⢠Undertake portfolio monitoring and rebalancing processes
⢠Evaluate the performance of a portfolio.
- Sit Paper No. 15 Advanced Portfolio Management with a clear exam plan
- Work through recent-style questions with marking schemes
- Download notes and recordings for offline study
Syllabus
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1 SEP-DEC 2026 Lesson
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2 LIVE ZOOM LINK(TUES 6PM-8PM AND SUN 6PM-8PM) Lesson
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3 MAY-AUGUST 2026 Lesson
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4 JAN-APRIL 2026 Lesson
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5 SEPT-DEC 2025 Lesson
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6 MAY-AUG 2025 Lesson
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7 MAY-AUGUST 2024 Lesson
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8 SEPT-DEC 2024 Lesson
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9 JAN-APRIL 2024 VIDEOS Lesson
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10 JAN-APRIL 2025 Lesson