Certified Portfolio Manager® (In-House)

LEORON Professional Development Institute
Training overview
Corporate / Group Training
5 days

Start dates
United States of America
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Course description

Certified Portfolio Manager® (In-House)

This intensive course from Leoron is designed to give a practical look at the tools that will help participants make decisions by giving them the understanding of investment, what did or did't work and why. Using case studies and in-depth discussion, participants will move from the basics through to advanced topics that will give them good understanding of the meaning, application and use of the measures that help effectively monitor portfolios.

Training content

At the end of this course participants will have:

  • Gained a thorough analysis of most up-to-date portfolio management strategies
  • Completed an interactive session with practical emphasis partnered with key portfolio management techniques
  • Gained intellectual reference to investment markets and fundamentals
  • Studied the main valuation techniques applied in the market
  • Gained a globally recognized CPM Designation from IABFM

Certification / Credits

This Program is worth 35 NASBA CPE credits

Why choose Leoron?

LEORON has worked with some of the largest companies in the World - but importantly we care about the individual. Through our Customer Happiness Team we ensure that everyone who attends a LEORON course has the support before, during and after to ensure their training needs are met.

We offer the highest level of training delivery, whether that be in our live-virtual training or in-classroom sessions, with our expert instructors guiding you through everything so that you’re left feeling assured and confident to utilize your new knowledge going forward.

About Leoron

LEORON Professional Development Institute

LEORON is the fastest growing global training institute in the World, having evolved over the past 11 years into a dominant training institute that offers a comprehensive set of training and development solutions to both individuals and businesses. Our locations...

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LEORON Professional Development Institute


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