INV 101 Portfolio Management
The Portfolio Management course is the first part of the two-course sequence in the Investment practice area.
Course Learning Objectives
Upon successful completion of INV 101 Portfolio Management, you will understand the following learning objectives:
- The nature and the variety of asset classes that can be used in constructing a portfolio;
- Portfolio construction, management, and assessment; and
- The best practices of credit risk management.
How Should I Study?
As part of the evolution of the FSA pathway, the SOA is committed to improving your learning experience through better source materials. To study for INV 101 Portfolio Management, start with the syllabus and continue with the other materials, including the course strategy guide.
Syllabus Materials
- Syllabus with Learning Objectives/Outcomes and Readings – Nov 2025/Mar 2026/Jul 2026
- Course Strategy Guide – Nov 2025/Mar 2026/Jul 2026
- Introductory Study Note – Nov 2025
- Case Study - this course has no case study
Syllabus Updates
- Any updates to the current syllabus will be posted here
Books and Study Notes
Supplemental Study Materials
- INV 101 Relevant Past Exam Materials
- INV 101 Guided Examples with Solutions
- Past Exam Questions and Solutions
- Study Methods
Related Links
- November 2025 CBT Exam FSA Fillable Application
- Caribbean Locations Application
- October/November 2025 Prometric Capacity and Appointment Issues Online Form