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Portfolio Monitoring & Client Reporting
Module Fees
Rs. 1500/-
Access period
3 months
Learning time
2 hours
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.
Why this course is right for you
Real life case studies
Real life case studies built leveraging our expertise in research, ratings & risk solutions
Interactive examples
Interspersed with practice exercises and interactive examples to help apply concepts
Expert Speak
Insights incorporated in eLearning, based on 15+ years of classroom training experience
Knowledge checks
Knowledge checks at the end of each topic to ensure absorption of concepts
Glossary & Resources
End to end structure comprising basic definitions to advanced readings
Gamification
Final assessment questions & gamification at the end of the module to ensure learning objectives are met
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 |
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
Sample Certificate
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Frequently asked questions
Access to topics will be provided via our e-learning platform - training.crisil.com. You will need to create your login ID and password to set up your account. Post this, you can select the module and click on the 'Buy now' option. The selected module will be moved to the 'Cart' for payment via debit or credit card.
The modules are accessible for a period of 3 months from the date of purchase of the modules.
The mode of instruction is only via online.
The modules are self-study modules. They are interactive with animations, and also have 'knowledge checks' to assess the user on the concepts.
The modules cannot be accessed on mobiles or tablets. The only recommended mode is desktop or laptop.
The modules are accessible only on the online platform.
The modules are accessible any number of times for 3 months, from the date of enrolment.
You can email your queries to Crisil1Academy@crisil.com.
For any queries please contact to Pooja Yadav +91-7777073996 or write to us at
Crisil1academy@Crisil.com.
