Theoretical Training

This section presents the Modern Portfolio Theory. As investor or advisor, it is useful to know the elementary concepts of this theory without necessarily graduating a mathematical master of finance. This theory cannot be ignored in portfolio management because it rationalizes the risk management in the investment area. The advantages are numerous but to understand them very well you need to know the vocabulary and the conclusions. Theoretical Training.


Argumentaire

This section is for subscribers only. It could give you many selling points to liven up you sales pitch when you are showing your portfolio to a client. You will be able to speak confidently about the active management of risk, the diversification and the performance. Sales Pitch.


Stage de formation

It’s possible to organise training in your office about the theory, the practice or the sales pitch. The cost is the same for two to twelve people. The length of the training is about 6 hours for 650 $ plus the travel fees. The training content is “à la carte”.