Course Outline
 

Course Title

  

Portfolio Strategies

Course Category

    Online
Target Audience  

This course is designed for individual investor who wishes to implement simple and complex strategies in a portfolio context.

Continuing Education

  

Professional Development:
CA, CGA, CMA, IDA

MX CE (7)
IQPF 04-06-0031 (7 credits - Level 2)
CSF 04-06-50031 (7 credits)
ADVOCIS #CE-8509 (7)

Prerequistes

   Optimizing Portfolio Performance with Derivatives / 
Courses 1 and 2 -  
Futures and Options : Advanced concepts
Objectives   Upon completion of this course, participants will have a good understanding of equity, index, commodity and currency derivatives. They will be able to use futures, forwards and options on these various underlying assets as well as to implement simple and complex derivatives strategies in a portfolio context. Participants will also be able to use derivative instruments to solve common everyday investment problems and understand the risks and rewards inherent to derivative products.
Subject by level  

Topics  

Introduction to Portfolio Management
-  Importance of portfolio thinking versus asset thinking
-  Investment objectives
-  Investment risk
-  Standard deviation as a measure of risk
-  Specific risk versus market risk
-  Diversification
-  Asset class selection
-  Asset selection
-  Derivatives and portfolio management principles
-  Derivatives and investment objectives
-  Deriviatives and diversification
-  Derivatives and asset selection

Implementing Derivatives Strategies
-  Overview of derivative strategies
-  Unique characteristics of derivatives as investments assets
-  Classification of derivative strategies
-  Unlimited versus limited risk positions
-  Derivatives framework
-  Put-call parity
-  Specific strategies
-  Buy call options
-  Buy call options and invest in Treasury bills
-  Buy put options
-  Protective put strategy
-  Futures contracts
-  Synthetic asset with futures
-  Selling a call option
-  Selling a call option while owning the underlying (covered call)
-  Selling put options
-  Bull call spread
-  Bear put spread
-  Box (lock)
-  Ratio spreads
-  Straddles
-  Strangles
-  Structured notes
-  Conclusion of strategies

Review of Key Concepts

 
Duration   This online course is equivalent to an in-class course with a duration of 7 hours. Online courses are self-paced, and the time necessary to complete each course will vary with each student
Time to comple the course   Six months (user account can be deactivated after this period)
Date   Available now
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