CFA/EFPA (EFA/EFP/EIP) Advanced Course

Advanced Tecniques for Portfolio Management with Certificates  --- REGISTRATION

Accredited for maintaining EFPA Level EFA/EFP/EIP certification (4 hours/credits)
Accredited CFA Society Italy* for 4 credits
Teachers: Pierpaolo Scandurra and Giovanna Zanotti

  • Flexible, investment certificates to get an efficent management
  • The value of options as comparative measure
  • life residual analisys – knowing and analize the volatility
  • Time is precious – theta analisys
  • Dividend yield and right buffer
  • Barrier and basket option – how best ideas grow up
  • The correlation – guidelines for multi underlines certificates analisys
  • Exotic options – from PDO to Lock In, where we can find them
  • Fiscal efficency of certificates: focus about facilitated fiscality for certificates and the interpretation on periodic coupons
  • Switch to recovery: customized solutions to recover stock losses
  • Behavioral finance as guideline to choose the most efficent certificate
  • How build a portfolio with a constant yield
  • Portfolio strategy, i.e. how optimize the return lowering the risk
  • how to optimize a bond portfolio using conditional capital protected certificates
*CFA Society Italy has determined that this program qualifies for PL credit hour(s) under the guidelines of the CFA Institute Professional Learning program. If you are a CFA Institute member, you can self report PL credit(s) for your participation accessing the PL tracking tool through your account on the CFA Institute website. One credit hour is equal to one hour (60 minutes) of educational activity.