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Key Knowledge Points

Specific knowledge and tools to help you from day one

Each part of the curriculum was designed around the core concepts of utility and applicability

Utility: We focused the curriculum on the specific content that you can take to your job or interview from day one. We also provide specific Excel-based tools that can be helpful at all points of your career.

Applicability: We cut out all unnecessary our outdated materials. An example of what’s in vs. out – In: creating a private asset cash flow pacing model for a complex, multi-asset portfolio; Out: memorize lists of outdated concepts or formulas.

Level I Topic Weights

Topic AreaWeight
Asset Classes25%
Quantitative Metrics20%
Risk Measurement10%
Derivatives10%
Investment Policy Statement10%
Portfolio and Institutional Structure10%
Markets and Economics15%
TOTAL100%