Certified Portfolio Analyst Subject Matter Expert
Issued by
EDCHART INC
The Portfolio Analyst Certification is a professional credential designed to validate expertise in portfolio construction, asset allocation, investment analysis, and risk-adjusted performance evaluation. It reflects industry-aligned competencies required by financial institutions, asset management firms, and advisory organizations. Delivered through Edchart, the certification is assessed via globally accessible online examinations, while digital credentials are issued and managed through Credly.
- Type Certification
- Level Advanced
- Time Hours
- Cost Paid
Skills
- Analyst
- Analytical Skills
- Asset Allocation
- Asset Management
- Conceptual Thinking
- Financial Market
- Investment Concepts
- Investment Decisions
- Investment Management
- Investments
- Investment Strategy
- Key Performance Indicators (KPIs)
- Performance Metrics
- Portfolio
- Portfolio Analyst
- Risk Analysis
- Risk Assessment
- Securities
Earning Criteria
Standards
The standards to become a Portfolio Analyst Certification holder emphasize analytical accuracy, ethical judgment, and professional consistency. Candidates must successfully complete all prescribed assessments and demonstrate proficiency in portfolio evaluation, risk management, and investment strategy formulation.