This course is designed for advisors with a desire to develop more investment management business. It strives to familiarize the student with basic portfolio techniques and principles. Typically PIP candidates are migrating away from the traditional transactions business toward a fee based business based upon assets under management.

At the end of each chapter the student completes an open book exam and submits it to Portfolio Concepts via the internet to the student’s own private site on our servers. Students receive confirmation via email of the receipt of all exams and case studies and may return to their private site to obtain their grades. The results of the final case study is reviewed for application of the key concepts taught in the course. Upon successful completion the home office coordinator is notified.

The graduate of this course should come away with a thorough understanding of the various portfolio management styles that can be used to develop diversified portfolios for their clients. Specific stock analysis is not the focus of PIP. The advisor will continue to use the research department of the firm to assist them with appropriate stock selection.