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Benchmarks

Understand how to evaluate portfolio performance using benchmarks, as well as the properties of a valid benchmark and the types of benchmark.

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4 Lessons (7m)

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1. Benchmarks Intro

01:57
2. Properties of a Valid Benchmark

01:57
3. Types of Benchmarks

02:54
4. Benchmarks Tryout

Prev: Macroeconomic Indicators Next: Equity Indices

Properties of a Valid Benchmark

Notes
Questions

01:57

Understand the benchmarks should be transparent, investable, measurable & appropriate

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Benchmarks

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Introduction to Finance Accounting Financial Modeling Valuation M&A and Divestitures Private Equity

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CPE

What is CPE?

CPE stands for Continuing Professional Education, by completing learning activities you earn CPE credits to retain your professional credentials. CPE is required for Certified Public Accountants (CPAs). Financial Edge Training is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.

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For self study programs, 1 CPE credit is awarded for every 50 minutes of elearning content, this includes videos, workouts, tryouts, and exams.

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CPE exams do not count towards your FE certification. You do not need to complete the CPE exam if you are not collecting CPE credits, but you might find it useful for your own revision.

Further Help

Felix How to Guide walks you through the key functions and tools of the learning platform.
Playlists & Tryouts: Playlists are a collection of videos that teach you a specific skill and are tested with a tryout at the end. A tryout is a quiz that tests your knowledge and understanding of what you have just learned.
Exam: If you are collecting CPE points you must pass the relevant CPE exam within 1 year to receive credits.
Glossary: A glossary can be found below each video and provides definitions and explanations for terms and concepts. They are organized alphabetically to make it easy for you to find the term you need.
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Questions: If you have questions about the course content, you will find a section called Ask a Question underneath each video where you can submit questions to our expert instructor team.