CFA/EFPA (EFA/EFP/EIP) Course - No protected certificates. Portfolio building and management

Program of course - No capital protected certificates.  Portfolio building and management  --- REGISTRATION

Accredited for maintaining EFPA Level EFA/EFP/EIP certification (3 hours/credits)
Accredited CFA Society Italy* for 3 credits
Teachers: Gabriele Bellelli and Giovanna Zanotti

1-Not capital protected certificates
-Types
-Characteristics
-Pros and consi

2-Portfolio building
-“core-satellite” approch
-Diversification and correlation

3-Building and managements portfolios models
-Accumulation plan
-Static strategies (passive)
-Dynamic strategies (active)

4-Accumulatoin plan
-Finanziario target
-Basket
-Logic and operative rules
-Statistic tests: performance, CAGR, volatility, max drawdown, etc.

5-Passive strategies
-Finanziario target
-Basket
-Logic and operative rules
-Statistic tests: performance, CAGR, volatility, max drawdown, etc.

6-Active strategies
-Finanziario target
-Basket
-Logic and operative rules
-Statistic tests: performance, CAGR, volatility, max drawdown, etc.

Nota - Backtests are performed using the historical series o certificates' underlying indexes actually listes on Borsa Italiana. Data is got from Eikon Refinitiv platform.

*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.