Overview
Our free CFA Level I Portfolio Management and Wealth Planning notes cover everything you need to know for this module. From portfolio theory and CAPM, portfolio construction and analytics, to risk management and investor behavior, we've got you covered. Whether you're in a classroom or taking the self-study route, these notes provide added peace of mind, knowing that you have everything you need to help consolidate and revise effectively for CFA Level I exam. Think something could be better? Give us a shout on our contact page, and we'll take a look.
We've created comprehensive study guides for all CFA Level I topics. Check out our other free notes below:
- Ethical and Professional Standards
- Quantitative Methods
- Economics
- Financial Statement Analysis
- Corporate Issuers
- Equity Investments
- Fixed Income
- Derivatives
- Alternative Investments
- Portfolio Management and Wealth Planning
1. Portfolio theory and CAPM
2. Portfolio construction and analytics
- Investment policy statement and constraints
- Asset allocation and rebalancing
- Performance evaluation and attribution