Investment Manager Selection Certificate by CFA Institute

30/01/2024

Today I completed Investment Manager Selection online course by CFA Institute.

In general it is really nice to have the course focused on investment selection process only where the key topics are:

  • Manager Search and Selection
  • Investment Policy Statements
  • Quantitative and Qualitative Elements
  • Portfolio Construction
  • Manager Retention
  • Case studies and practices


The whole course took me approx 20 hours and it was divided into the main five readings.

Nevertheless, I must add that the core reading parts were quite boring with long non-segmented texts. I missed dividing the text into more paragraphs, highlighted key information by bold, more charts or some videos which would make the course more attractive and interactive.

On the other side, especially the second part of the course was full of practices and quizzes and you can compare your total score through the Percentile Rank which shows how you are standing in comparison to other peers. This makes the tests really more interesting!

To sum up I welcomed a lot of practices with real case studies and questions which brought the course closer to the business practise. Another added value was the games where you can test the acquired knowledge from the entire course.

My personal rating: 6 points from 10. Average.