CFA® L1 — Portfolio Management
Modern portfolio theory, the IPS, asset allocation basics, behavioural biases. The introduction to thinking like a portfolio manager.
Quick info
- Layer
- Professional Certifications
- Track
- CFA® Level 1
- Estimated hours
- 25 hrs
- Chapters
- 1
- Exam body
- CFA Institute
- Cost on Trustner
- Free
Every chapter below has Foundation, Deep Dive, and Advanced material — read in any order, expand each chapter to see the full content.
About this course
Portfolio Management at CFA L1: MPT, IPS, asset allocation, behavioural biases. ~5-8% of L1 weight. Foundation for L2 and L3 portfolio focus.
Who this is for
- CFA L1 candidates.
- Aspiring portfolio managers.
What you'll learn
- Portfolio approach to risk and return
- MPT and efficient frontier
- CAPM, Sharpe, Treynor, Jensen
- IPS and the planning, execution, feedback cycle
Course material — 1 chapters
Each chapter offers three tiers — Foundation for the core concept, Deep Dive for worked examples and practitioner depth, and Advanced for edge cases and exam tips. Click any chapter to expand.
About the exam
- Provider
- CFA Institute
Note: ~5-8% of CFA L1 weight.
The exam is administered by CFA Institute. Trustner Academy is not affiliated with CFA Institute; we provide independent preparatory educational material. See our disclaimer.
More from CFA® Level 1
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CFA® L1 — Economics
Micro and macro foundations, exchange rates, monetary and fiscal policy, business cycles — the global lens through which CFA candidates think about markets.
CFA® L1 — Financial Statement Analysis
Reading balance sheets, income statements, and cash flows the way analysts do. The most exam-weighted topic in Level 1.
CFA® L1 — Corporate Issuers
Capital structure, working capital, dividend policy, ESG, and the corporate-finance fundamentals every analyst is expected to know cold.