Best Portfolio/ Asset Management Courses (2022) ranked by Bankers

In Finance Courses & Certifications by Gaurav SharmaUpdated On:

Portfolio Management is a science and it is an art form. There is a lot of economic theory that goes into managing a portfolio of assets and no portfolio manager can succeed without this statistical, econometric and financial knowledge. However, in addition to the math, there are a lot of market factors that go into portfolio management.

This includes having an acute understanding of how seemingly discrete variables affect each other. Or how market react to different news. Or how behavioural science plays into asset pricing. Its a complex and expansive field and it is one where you need every edge you cant get to succeed. But those who do succeed, have an exceptionally rewarding career waiting for them.

What to look for in a Portfolio/ Asset Management Course

  • Making sense of a complicated science. To be a good portfolio manager, you need match the economics and math with an understanding of business, markets, and human behaviour. These are the courses that have been cherry picked to do just that.
  • Its a competitive field and you need the CV Boost. I have only listed courses and certifications with the most brand value on this list. Knowing your stuff is good and all, but first you need to have your CV shortlisted! These certification will provide you with a substantial CV boost by showcasing your expertise in portfolio management to potential recruiters.
  • Laser focused. Your academic performance is one of the most important factors to getting a top finance job, but it does not teach you how to prepare for a specific job. For such high-demand finance jobs, you need to be laser focused on what is important. In addition to the theory, you need the practical experience of what portfolio managers do in the real world.

1. Capital Markets & Securities Analyst (CMSA) from CFI

Why pursue this certification?

  1. The CMSA has been purpose built for markets related roles like portfolio and asset management. It covers topics like fixed income, equities, alternative investments, forex, commodities, diversification and eveyrh6ting else you need for these roles.
  2. The best part about this certification is that the curriculum is highly modular and you can tailor it as per your needs. For example, if you are new to financial markets, you can choose to take some optional prep courses like Bloomberg essentials, economics for capital markets etc. This makes it suitable for candidates at all skill levels.
  3. Similarly, you can pick and choose advanced electives as per your desired area of focus. These include Behavioral Finance, High Yield Bonds, Subordinated Debt and Loans, Trading Using Technical Analysis, Convertible Bonds, Intermediate Options – Trading Strategies etc. This makes the CMSA one of the most modular and versatile certifications related to market roles.


  • Time to Complete: Should take around 60-100 hours depending on your skill level.
  • Available fully online and on-demand.
  • A solid certification for market related roles like wealth management that doesn’t take years to earn unlike the CFA.

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2. Investment Management from the University of Geneva

Why take this course?

  1. The Swiss do know how to manage money. Many of the global market leaders in asset/ portfolio management are Swiss Banks like UBS & Credit Suisse. Which is what got me interested in this particular course and it surely does not disappoint. It covers everything from a practical, real-world perspective and that is what makes this course so exceptional.
  2. The specialisation is divided into 5 modules or sub-courses which cover most topics rather well. There is a special focus on understanding investors goals and needs, planning their wealth over a period of time and communicating with them effectively. These are essential practical skills that you need in the real world, especially if you are on the client side.
  3. Interestingly, there are a lot of insights provided by guest lecturers form UBS and the Swiss Finance Institute which makes this course all the more interesting. It’s not a very math-heavy course and I feel it better serves those on origination or client servicing side of things.
  4. This is a great personal branding opportunity and building up your CV fort a portfolio management role. The course offers a more holistic view at portfolio management covering strategic as well as foundational concepts and getting your face-to-face with industry experts.


  • Time to Complete: Around 60 hours.
  • Available fully online and on-demand.
  • Best for portfolio managers on the client facing side of things in the front office or those interested in getting there.

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3. Portfolio Management Professional Certificate from NYIF

Why take this course?

  1. The New York Institute of Finance has custom built this professional certification for portfolio managers. It offers unmatched insights into this discipline from an institution that is dedicated to covering investment banking, financial markets and related areas. NYIF certifications will provide you the best brand value for these careers as well.
  2. The course covers fixed income and equity portfolio management, hedge fund operations and strategies, performance analysis, the investment decision making process, fund structures, private equity portfolio and other such topics relevant to portfolio and fund managers. Each module is chunky and you certainly don’t feel wanting after completing any of them.
  3. The certifications has been designed to get you desk-ready. Which means you will be able to hit the ground running for an internship opportunity or a full-time analyst/ associate position. It would prove equally beneficial if you are looking for a career transition into portfolio/ fund management.
  4. This certification offers the perfect blend of information, brand value and industry recognition and the laser focus on the topic of portfolio management that is necessary to break into the field and thrive. The content is designed by industry veterans and it shows. If you are serious about a career in portfolio management and need to break through the competition, you need to give this one a shot.


  • Time to Complete: Around 35 hours.
  • Available fully online and on-demand. Instructor-led classroom options also available.
  • The best overall course for Portfolio Management. Recommended for everyone interested in the field.

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4. Investment and Portfolio Management from Rice University

Why take this course?Portfolio-Mgmt

  1. A solid course that takes you through the process of building a “winning” investment portfolio. It provides you with a wonderful look into all the tools and financial instruments that you need and how to go about implementing your ideas. If you don’t have any prior investment experience and want to start from the beginning, this one a whirl.
  2. The specialisation is divided into several modules covering portfolio selection, investment analysis, handling biases, risk management, portfolio analysis, setting goals, measuring performance, making adjustments etc. All topics are covered in sufficient detail to satisfy everyone form beginners to more skilled investment professionals.
  3. There are a lot of interesting aspects like the creation of a simulated portfolio based on client goals which is then peer-graded based on your analysis, strategy and performance. You also get to use real world tools for creating and managing your mock portfolios.
  4. The Capstone project that you need to complete as part of this specialisation is an interesting touch. It provides some practical experience which can be valuable. Most courses are too academic in their feel, but this one is a nice hybrid with plenty of opportunities to get your hands dirty. A decent addition to your CV or LinkedIn profile.


  • Time to Complete: Around 72 hours.
  • Available fully online and on-demand.
  • Recommended for beginners who need to start from the basics.

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5. Advanced Portfolio Management Professional Certificate from NYIF

Why take this course?

  1. This is the advanced version of NYIF’s portfolio management certification. It provides a more hands on approach which means instructor-led learning. That inherently makes it better suited for those with some finance experience and basic understanding of investment principles. But if you have that experience, there is no better alternative out there.
  2. The topics covered are appreciably different from the other course. Here, you look at more advanced and strategic concepts like performance and income attribution, risk management and control at a higher level, different asset classes and derivatives, behavioural aspects, portfolio theory and so on.
  3. I would recommend this course to professionals who already have some portfolio or asset management experience under their belts and are looking to up their game. It would also be well suited for mid-level financial professionals looking for a career transition.


  • Time to Complete: 5 days.
  • Available fully online a virtual classroom or in-person.
  • An advanced course recommended for experienced finance professionals looking to transition into portfolio management.

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6. Investment Strategies and Portfolio Management from Wharton

Why take this course?

  1. A course designed for mid or senior level executives covering topics like portfolio theory, performance measurement, investment policy, evaluating managers etc. This is not a brass-tacks course. This is a strategic level course meant for senior executives.
  2. The course is not very quant/ math heavy. You look at strategic aspects of managing a portfolio including leadership tasks. But if you are looking for an Executive Education course, this is as good as it gets.
  3. The course is a bit on the expensive side, so I recommend it for those who can secure a corporate sponsorship or senior level executives looking for some serious career transitions.

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About the Author

Gaurav Sharma

Gaurav started his finance career as an intern in Citi’s Institutional Clients Group in 2009, eventually ending up as an Associate Director at Standard Chartered Bank’s Corporate & Institutional Banking division a few years later. By 2016, he was an independent consultant helping FinTech start-ups in London with product development and launch. Gaurav also helps banks with their digital banking initiatives and advises PE & VC firms with investments in the financial services and FinTech sectors. Gaurav writes on topics ranging from EU banking regulations and tradional finance to Blockchain startups and the future of banking itself! He has an Engineering degree in Computer Science and an MBA with a double major in Finance and Marketing. He is also a Certified Financial Risk Manager.