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Portfolio Monitoring & Client Reporting

In this eLearning module on Portfolio Monitoring & Client Reporting, we will learn about how to present client holdings report. We will also cover performance analysis and benchmarking and also portfolio review.

 

Coverage and structure for eLearning module

 

Topic

Sub-topic

Portfolio Monitoring and Rebalancing
  • Why is Portfolio Monitoring important?
  • What is Rebalancing?
  • Rebalancing: How and When?

Account Statements and Reports
  • An Overview
  • Statement of Accounts

Wealth Tracking System
  • Features of Portfolio Reports
  • Holistic View of a Portfolio
  • Functionality of a Wealth Tracking System
  • Portfolio Reports
  • Portfolio Returns
  • Performance Benchmarking

Portfolio Analytics
  • Efficient Wealth Tracking System

 

 

Module Fees: Rs. 1500/-                                  Access period: 3 months                                 Learning time: 2 hours

 

 

Steps to purchase

 

  • Go to CRISIL Learning platform https://training.crisil.com/
  • On https://training.crisil.com/ (CRISIL Learning platform) – sign up to create your unique login ID and password
  • Once your account is set up, search for "Portfolio Monitoring & Client Reporting" from the search bar
  • Select the e-learning module - Portfolio Monitoring & Client Reporting, and click on buy now; it will get added to your cart
  • Click on 'Cart' and purchase the module(s) with your debit or credit card
Detailed steps

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