The leading provider of portfolio management education through its series of self-study courses.
ATTENTION: Portfolio Concepts, Inc. Closing December 31, 2025
Effective October 1, 2025, we will no longer accept new orders for online training courses. For those enrolled in a course, please note that you will have until December 31, 2025 to complete all exams and case studies.
A Training Continuum
Since its inception PCI has worked to improve and expand its offerings while continuing its focus on the education of investment professionals in the area of management of client portfolios.
PCI’s core course offerings continue to be Preferred Portfolio Management™ (PPM) and Preferred Investment Planning™ (PIP) – courses that have been extensively revised in recent years and are updated on a periodic basis. Further, PCI can tailor its offerings to the specific requirements of the investment firm’s managed accounts program or its compliance directives.
Looking to further enhance its ability to meet its students’ desires to make the learning process as efficient as possible, PCI offers its courses with the ability to enroll and purchase online as well as complete all courses and case studies via the Internet. PCI’s focus is on making the learning experience as productive and hassle free as possible for the busy investment executive.
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