CFA Level 1 Super 30 Series | Basics Of Portfolio Planning And Construction

Preparing for CFA Level 1 2027? Master Portfolio Planning & Construction with SSEI's FREE Super 30 Series! 🎯 In this session, Budhaditya Debnath Sir will take you through Portfolio Construction – Learning Module 4: Basics of Portfolio Planning and Construction, using exam-focused questions to strengthen your understanding of Investment Policy Statements (IPS), risk-return objectives, asset allocation, and portfolio construction strategies. 📌 What You'll Learn: ✅ Investment Policy Statement (IPS) – Purpose, Components & Importance ✅ Investment Objectives & Constraints – Risk, Return, Liquidity, Time Horizon & Taxes ✅ Risk Tolerance – Ability vs Willingness to Take Risk ✅ Absolute vs Relative Risk & Return Objectives ✅ Strategic vs Tactical Asset Allocation ✅ Asset Classes, Correlation & Portfolio Diversification ✅ Investment Guidelines, Negative Screening & Portfolio Rebalancing ✅ Calculating Required Returns for Retirement Planning ✅ Inflation, Real Returns & Investment Expectations ✅ Systematic Risk & Its Role in Long-Term Portfolio Construction Here's the resources: Your CFA Level 1 success starts with the right preparation! 🎯 🔗 Enroll Now- 📞 For queries or admissions, connect with our counsellors: Or, click the link to chat with us: