CFA Equity and Portfolio Management

This article will help you understand practically the syllabus of portfolio management and equity analysis.

This article is best suited if you are pursing Chartered financial analyst designation (CFA) or taking finance as specialization in your grad and undergrad.

The focus of this article is applied learning. This article give you basics of stock trading platform and research platforms.

We would be discussing topics like:

1. Asset allocation
2. Portfolio management - risk and return
3. Types of portfolio management- Active and passive
4. Portfolio management process
5. Basics of equity
6. Types of equity
7. Equity markets - primary market operations
8. Equity markets - secondary markets operations (stock trading)
9. Equity analysis - fundamental and technical analysis