Fundamentals of Portfolio Management

What Do I Earn?

CEU Credits

To receive CEUs for your Wharton Online course(s), you must complete all coursework and pass all assessments in a CEU-eligible program of study with a score of 70% or above.

CEUs are included with every Wharton Online course. Upon successful course completion, learners automatically earn one CEU, which is noted in the digital credentials.

Credentialing

Upon successfully completing your course, you'll receive a digital badge recognizing your achievement. The badge is a verified, shareable credential that showcases your dedication and newly acquired skills.

You can easily share your digital badge on LinkedIn, your personal website, digital resume, or email signature — making it simple for employers, peers, and your professional network to see what you've accomplished.

Who Should Attend

• Individuals seeking to understand the fundamentals of the asset management industry and its key players.
• Professionals interested in gaining insights into asset allocation, diversification, and financial risk management.
• Aspiring or current portfolio managers looking to enhance their knowledge of investment performance evaluation.
• Students or professionals exploring the governance, structure, and regulatory environment of mutual funds, hedge funds, pension plans, and private equity.
• Analysts and financial advisors aiming to deepen their expertise in Modern Portfolio Theory and asset pricing models.
• Investors and decision-makers interested in the dynamics of active vs. passive management and market efficiency.
• Compliance officers and financial professionals needing a comprehensive understanding of fiduciary duties and regulatory frameworks.

Group Enrollment

To further leverage the value and impact of this program, we encourage companies to send cross-functional teams of executives to Wharton. We offer group-enrollment benefits to companies sending four or more participants.

Faculty

Christopher Geczy, PhDSee Faculty Bio

Adjunct Professor of Finance; Academic Director, Wharton Wealth Management Initiative; Academic Director, Jacobs Levy Equity Management Center for Quantitative Financial Research, The Wharton School

Jules van Binsbergen, PhDSee Faculty Bio

The Nippon Life Professor in Finance; Professor of Finance, The Wharton School

Research Interests: Asset pricing, institutional investors, investments