Catalog - Portfolio Management (PFM) Introduction

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CHF 250.00 (excl. 8.1% VAT)
Cancellation free of charge up to 7 days before start.

Events

Date Event Time
Sun, 06/12/2026 Self-study access 09:00 - 18:00
Sun, 03/01/2027 End of self-study access 09:00 - 18:00
2026
Sun
6
Dec
 
Self-study access
09:00 - 18:00
2027
Sun
3
Jan
 
End of self-study access
09:00 - 18:00
PFM_06122026 · Self-study

Portfolio Management (PFM) Introduction

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Self-study AnyoneIntroductory coursesPortfolio Management (PFM) Introduction

Facts

Execution period
Sun 6 December 2026 – Wed 6 January 2027
Events
2 events
Location
Online
Main language
English
Expenditure of work
6 hours of self-study
Participants
Max. 30
Learn the concepts of the portfolio management object model, along with other PFM objects, and the concepts behind the restriction engine. The course imparts knowledge on how centralized and de-centralized portfolio management for retail, private banking and institutional banking clients is achieved with the Avaloq Banking System.
Note that this course is ACP-centric and not covering the Standalone Digital Products implementation of the PFM applications.
  • Understand wealth management service type
  • Be able to provide a high level description of discretionary portfolio management
  • Describe Avaloq PFM object modelling
  • Know the Avaloq restriction engine and rebalancing engine
  • Understand the PFM desk, PFM reports, and aggredated dashboards
View offer https://academy.avaloq.com/catalog/Search/0/Offer/176915010
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