Portfolio Management and Wealth Planning
Overview
This topic area covers the theory and practice of portfolio management, from foundational risk-return concepts through behavioral finance and risk management frameworks. It represents 5-8% of the CFA Level 1 exam.
Modules
Part I: Portfolio Theory
Module Title LOS Pages M01 Portfolio Risk and Return: Part I 1.a-1.g p.2-47 M02 Portfolio Risk and Return: Part II 2.a-2.i p.48-82
Part II: Portfolio Process
Module Title LOS Pages M03 Portfolio Management: An Overview 3.a-3.f p.83-131 M04 Basics of Portfolio Planning and Construction 4.a-4.h p.132-158
Part III: Behavioral & Risk
Module Title LOS Pages M05 The Behavioral Biases of Individuals 5.a-5.c p.159-209 M06 Introduction to Risk Management 6.a-6.g p.210+
Sources
Learning Path
M01 (Risk/Return I) → M02 (Risk/Return II) → M03 (PM Overview) → M04 (Planning/Construction) → M05 (Behavioral) → M06 (Risk Mgmt)
Modules M01-M02 build the quantitative foundation. M03-M04 cover the practical process. M05-M06 address behavioral and risk dimensions.
6 items under this folder.