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Summary of the Course : Investment Management after the Global Financial Crisis (Research Foundation of CFA Institute)

The Research Foundation monograph Investment Management after the Global Financial Crisis is the foundation of this course, which explores how the effects of the crisis are reshaping the investment management process and profession. These sources provide an in-depth view of changes in portfolio management, risk management, and theory, as well as challenges facing industry participants.

This course is intended for asset managers, portfolio managers, consultants, wealth managers, and institutional investors.

The course includes 10 individual sessions drawn from chapters in the monograph, as well as one chapter from another Research Foundation monograph, The Psychology of Ethics in the Finance and Investment Industry. The estimated time for completion of each session is one hour and the estimated time for completing all 10 sessions in this course is 10 hours. On successful completion of the course, you can generate a online certificate for your participation. You might have to create a login on CFA Institute website to access the course.

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  • Duration : 5-10 hours in total depending on your understanding level
  • Cost : Free as part of Research Foundation Initiative