The CFA Level I Portfolio Management (PM) course provides a structured and exam-focused introduction to managing investment portfolios. The course begins with Portfolio Management: An Overview, explaining the investment process, investor objectives, constraints, and the role of portfolio management in wealth creation.

It then explores Portfolio Risk and Return, covering both Part I and Part II, where candidates learn how to measure expected return, variance, covariance, correlation, and diversification benefits. These concepts help explain how combining assets can reduce risk without sacrificing returns.

The course continues with Portfolio Planning and Construction, focusing on asset allocation, portfolio optimization, and the development of efficient portfolios aligned with investor goals. In the Risk Management section, candidates are introduced to various types of financial risk, risk measurement tools, and basic risk mitigation techniques.

Additional topics include Technical Analysis, which introduces price patterns, trends, indicators, and market psychology. The course concludes with Fintech in Investment Management, highlighting how technology such as artificial intelligence, big data, robo-advisors, and algorithmic trading is transforming portfolio management.

This course is ideal for CFA Level 1 candidates seeking clear explanations, strong conceptual understanding, and practical exam preparation aligned with the CFA Institute curriculum.