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Asset and Portfolio Management Certificate
Wharton Executive Education

Asset and Portfolio Management Certificate

Wharton Executive Education, Philadelphia
HomeFinanceWharton Executive EducationAsset and Portfolio Management Certificate
AnytimeDuration
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FinanceTopic

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Anytime - Self-Paced
online · Self-Paced
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$3,300

All-inclusive program fee

About This Program

The Asset and Portfolio Management Certificate is designed to help current and aspiring financial professionals employ best practices when putting together an investment portfolio. You'll learn about key terminology, investment products, and asset-allocation strategies to maximize return on investments. Discover how to assess opportunities, diversify portfolios, and manage investment risk in this asset and financial-portfolio management-certificate online program. In the Asset and Portfolio Management Certificate program, participants will learn how to: Present asset and portfolio management strategies to investors; Assess and choose the most effective asset products for investment portfolios; Manage investment risks and prepare for interest-rate changes; Use asset-pricing models to inform your investment decisions; Diversify investments for maximum ROI. To earn our Asset and Portfolio Management certificate, learners must complete three education courses. Many learners finish sooner than the suggested pace by working through modules in a shorter timeframe. You may progress as quickly as you'd like, provided you complete all required coursework before the course end date. Wharton Executive Education offers group-enrollment benefits for organizations sending four or more participants.

Why Wharton Executive Education?

When Fortune 500 boards, sovereign wealth funds, and serial founders want their senior teams sharpened on finance, strategy, or leadership, they repeatedly arrive at the same address in West Philadelphia. Wharton's executive programs are built on the same faculty who define the academic disciplines themselves — not practitioners brought in to translate research, but the researchers writing it.

Your Profile

  • Early- to mid-career financial professionals
  • Aspiring asset managers
  • Investment banking associates
  • Career switchers
  • Economics and finance students

Benefits

  • Present asset and portfolio management strategies to investors
  • Assess and choose the most effective asset products for investment portfolios
  • Manage investment risks and prepare for interest-rate changes
  • Use asset-pricing models to inform your investment decisions
  • Diversify investments for maximum ROI

What You'll Learn

  • Fundamentals of Portfolio Management: Evaluate investment strategies and performance. Throughout this course, you’ll develop a strong understanding of risk-reward tradeoffs and the benefits of portfolio diversification. You’ll also learn about the fiduciary duty of an investment advisor, transnational regulation, financial intermediaries, and the regulation of mutual funds.
  • Investment Products: Optimize portfolios by integrating asset and investment products. Through this online investment course, you’ll learn about equity asset management, derivatives, commodities, mortgage-backed securities, and other financial products. You’ll also learn the difference between open-ended mutual funds and exchange-traded funds while discovering how investors prepare for interest rate fluctuations.
  • Asset Allocation: This course equips you with different portfolio strategies and risk-management tools. You’ll analyze theoretical frameworks of modern portfolio theory (MPT) and the capital asset-pricing model (CAPM) while exploring how to apply multi-factor asset-pricing models. Real-life examples are used to discuss asset allocation models, long- versus short-term considerations and portfolio attribution analysis.
  • Fundamentals of Portfolio Management
  • Investment Products
  • Asset Allocation

Frequently Asked Questions

How to Apply

  1. 1

    Check your eligibility

    Review the entry requirements listed on this page. Most executive programs require 8–15 years of professional experience.

  2. 2

    Compare programs

    Use Gradia's comparison tool to evaluate up to 3 programs side-by-side on fees, duration, format, and accreditation.

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  3. 3

    Contact the school

    Send a message directly to Wharton Executive Education via Gradia to request a brochure or speak with an admissions advisor.

  4. 4

    Prepare your application

    Gather your CV, reference letters, and any required test scores. Many EMBA programs waive standardised tests for senior candidates.

  5. 5

    Submit your application

    Apply directly through Wharton Executive Education's official application portal.

    Apply now →

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