fbpx

Best Investment Management Courses

Benzinga Money is a reader-supported publication. We may earn a commission when you click on links in this article. Learn more.

Are you looking for classes to learn the essentials of portfolio management or advance your skills? 

Whether you’re new to investments or have experience under your belt, an investment management course can provide you with the knowledge needed to manage your portfolio more effectively to consistently earn larger returns. You can also apply the knowledge in the workplace and position yourself for career advancement opportunities. 

Benzinga is here to help you find options that best suit your needs, budget and busy lifestyle. 

Quick Look: 

Take a glimpse at the best investment management courses: 

What Makes an Investment Management Course Great?

Not all investment management courses are worth your time and money. Keep these factors in mind as you evaluate and narrow down your options to find the best fit. 

Led by Reputable Instructor 

The facilitator should be well-versed in investments and convey critical concepts in an easy-to-understand way. It’s also best if the instructor has extensive portfolio management experience. Check the instructor’s professional biography and read reviews from past and current students to get additional insights and determine whether the facilitator’s teaching style is a good fit. 

Affordable 

Investment management courses are available at varying price points. You should only consider options that comfortably fit your budget. If money’s tight, start with a free class and move on to paid selections as your budget permits. 

Self-Paced

If you’re new to investments or need a refresher, some of these courses may be a bit challenging. Fortunately, self-paced options do not impose strict deadlines and allow you to spend as much time as you need on the lessons and supplements to get the most from your online learning experience. 

Our Top Picks

We’ve scoured the web to bring you the best investment management courses. Our top picks come from leading online learning providers like Coursera, LinkedIn Learning and Udemy.

We organized classes by skill level — beginners, intermediate students and advanced students. You’ll also find a detailed description and price point listed with each option to help you make an educated decision. 

Investment Management Courses for Beginners

Start with these courses if you’re new to investing. 

The Complete Investor Bootcamp 2020

All Levels • 159 videos • 10.9 hours

1. The Complete Investor Bootcamp 2020 by Udemy 

Who it’s for: Beginners

Price: On sale 

Offered by 365 Careers, this introductory course teaches the essentials of stock market investing from the ground up. It’s designed for new investors who want to earn money passively and pursue financial freedom. 

The Complete Investor Bootcamp 2020 includes 157 lectures categorized as follows: 

  • What Does the Course Cover? 
  • Practical Concepts
  • Finance Fundamentals
  • Interaction Between Assets
  • Portfolio Risk and Return
  • Overview of Equity Securities
  • Introduction to Industry and Company Analysis
  • Market Organization and Structure
  • Security Market Indexes
  • Market Efficiency 
  • Technical Analysis
  • Portfolio Management: An Overview 

Register today for full lifetime access to 11 hours of on-demand video, 11 articles and 29 downloadable resources. You will also get a certificate of completion when you reach the finish line. 

Enroll now

2. Managing Your Personal Investments by LinkedIn Learning 

Who it’s for: Beginners

Price: Included with the monthly membership 

In a little under 1.5 hours, investment advisor Jane Barratt shows you how to make sound investments so your money can work harder for you. 

She divides the course into 4 core segments: 

  • Why Invest? 
  • What Is Investing? 
  • How Do I Invest? 
  • Where to Invest? 

The course includes lessons on the five building blocks of the market, investment vehicles, compound interest and risk. Barratt also dives into the significance of a balanced portfolio and investing for wealth-building (beyond retirement) and the significance of a balanced portfolio and investing to build wealth (not just for your nest egg). You’ll also take a quiz at the end of each segment to demonstrate your proficiency in the material. 

It’s free to register with a monthly LinkedIn membership. Not yet a member? Grab a free seat in the course by signing up for a 1-month trial. 

Enroll now.

3. Understanding Financial Markets by the University of Geneva 

Who it’s for: Beginners

Price: Free

Consider taking Understanding Financial Markets from the University of Geneva. It’s the first course in the 5-part Investment Management Specialization. Macro-Finance lecturer Dr. Michel Girardin explores the characteristics of the primary financial markets and their connection to the economy. 

Here’s a look at the syllabus: 

  • General Introduction and Key Concepts 
  • Major Financial Markets
  • Other Financial Markets 
  • Financial Markets and the Economy 

Each module includes video lectures and supplementary readings to facilitate your comprehension of the material. You also get a series of quizzes to determine whether you’ve mastered the material or need to spend more time in the module before moving on to subsequent lessons. 

Expect to spend 11 hours working through the free material.

Enroll now

Intermediate Investment Management Courses

Do you have experience with investments or want to pursue a career as a portfolio manager? Consider these intermediate courses. 

Finance Fundamentals for Building an Investment Portfolio

All Levels • 13 videos • 0.8 hours

4. Finance Fundamentals for Building an Investment Portfolio by Udemy 

Who it’s for: Intermediate students

Price: On sale 

Are you an aspiring portfolio manager seeking knowledge to help you build a stable and resilient investment portfolio? Or maybe you have experience with investments and want to learn how to leverage multi-strategy hedge funds to generate consistent returns in any market. Look no further than this intermediate course to show you the ropes. 

Finance Fundamentals for Building an Investment Portfolio is presented by AllQuant and includes 5 segments: 

  • Introduction 
  • A Short Primer of Key Concepts
  • Evolution of Invest Portfolio Construction 
  • Concepts of Some Quantitative Strategies 
  • Bonus 

The enrollment fee includes full lifetime access to 13 lectures condensed into 1 hour of on-demand video and 1 article. Course materials are accessible 24/7 from your desktop, laptop, smartphone or other electronic devices. 

Enroll now

Investment Analysis & Portfolio Management – Core Finance

All Levels • 44 videos • 7.5 hours

5. Investment Analysis and Portfolio Management – Core Finance by Udemy

Who it’s for: Intermediate students 

Price: On sale 

Interested in learning how to analyze investments and manage portfolios with Excel and Google Sheets? This is the perfect course for you.

It is presented by Fervent and features 7.5 hours of on-demand video, 12 articles, 87 downloadable resources and 1 practice test to teach you simple but effective strategies. 

The 44 lectures are organized into the following sections: 

  • Before You Start…
  • Special Announcement
  • Understanding Price, Risk and Return Relationships and Calculating Returns
  • Estimating Expected Returns
  • Understanding and Measuring Risk and Relationships
  • Measuring Portfolio Returns and Risk
  • Mastery Check and Setup for the Next Phase
  • Exploring the Effects of Diversification and Optimisation
  • Decomposing Diversification – Investigating Why It Works
  • Bonus: Continue Your Journey on Mastering Finance 

It’s best if you have basic statistical analysis skills before you register. 

Enroll now

6. Portfolio and Risk Management by the University of Geneva 

Who it’s for: Intermediate students 

Price: Free

Also presented by the University of Geneva, Portfolio and Risk Management is the 3rd component in the Investment Management Specialization. It dives into the underlying theory of optimal portfolio construction and how portfolios are built. You will also discover the most effective ways to gauge and manage the risk of portfolios you create. 

Here’s what you can expect to learn while enrolled: 

  • General Introduction and Key Concepts 
  • Modern Portfolio Theory and Beyond 
  • Asset Allocation 
  • Risk Management 

It takes approximately 11 hours to get through the video lectures, supplementary readings and quizzes. 

Enrollment is free. 

Enroll now

Advanced Investment Management Courses

Seasoned investors may find these courses useful. 

Value Investing Bootcamp: How to Invest Wisely

All Levels • 27 videos • 3.6 hours

7. Value Investing Bootcamp: How to Invest Wisely by Udemy

Who it’s for: Advanced students 

Price: On sale 

Level up your investing game by learning the tricks of the trade from some of the best stock investors in the industry. This highly-rated course covers both basics and advanced concepts to ensure you learn everything you need to apply value investing concepts. 

Led by value investing expert Nick Kraakman, Value Investing Bootcamp: How to Invest Wisely is divided into 6 units: 

  • Introduction to Investing 
  • Price versus Value
  • Risk and Reward
  • Financial Statements
  • Finding and Buying Stocks 
  • BONUS 

Sign up today for full lifetime access to 3.5 hours of on-demand video, 2 articles and 7 downloadable resources. You will also get a certificate of completion when you finish the course. 

Enroll now

Value Investing Strategies for Stock Market Investing

All Levels • 44 videos • 3.4 hours

8. Value Investing Strategies for Stock Market Investing by Udemy

Who it’s for: Advanced students

Price: On sale 

Indian Insights brings you an excellent course on value investing to help you excel as a stock market investor. It’s most suitable for current investors who want to master value investing and use these techniques to generate even higher consistent returns. You will also find this course useful if you want to use the value investing framework to analyze businesses. 

The 7 segments of this advanced class are as follows: 

  • General Thoughts on Value Investing
  • Understanding Financial Statements
  • Common Size Analysis of Financial Statements
  • Financial Ratio Analysis
  • Value Investing Strategies – Introduction 
  • Moat Based Value Investing 
  • Investment Framework 

When you register, you will unlock a vault of valuable resources. This includes 3.5 hours of on-demand video, 3 articles and a certificate of completion. 

Enroll now

9. Securing Investment Returns in the Long Run by the University of Geneva

Who it’s for: Advanced students

Price: Free 

Securing Investment Returns in the Long Run is the 4th course in the Investment Management Specialization from the University of Geneva. It dives into the division between active and passive investing and future trends in the investment management industry. This advanced class also explores best practices when measuring and analyzing the performance of an investment. 

Instruction is delivered through video lectures and supplementary readings on these topics:

  • General Introduction and Key Concepts
  • Assessing Performance 
  • Investment Vehicles 
  • Future Trends

You can register in minutes and get started right away. There’s no fee to sign up for the course. 

Enroll now

Choose the Best Investment Management Course 

When you’re ready to boost your investment management chops, consider a course from our list of recommendations led by subject-matter experts. Even better, the classes are affordable and self-paced, so you won’t have trouble finding an option that works for your schedule and doesn’t break the bank.