Fund Manager Course
The Fund Manager Course equips you with practical skills to design, manage, and report on balanced funds effectively, covering asset allocation, risk management, and performance tracking.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
The Fund Manager Course provides a clear, practical framework to design and manage a balanced fund with confidence. Learn to translate a fund brief into concrete constraints, build strategic and tactical asset allocations, select efficient ETFs and mutual funds, quantify and monitor risk, run scenario analysis, manage rebalancing and liquidity, and deliver transparent, data-driven performance reporting.
Elevify advantages
Develop skills
- Strategic asset allocation: design balanced 3–5 asset class portfolios quickly.
- Scenario playbooks: build recession and growth cases with clear tactical moves.
- Instrument selection: pick ETFs and mutual funds using pro-grade due diligence.
- Risk monitoring: track VaR, drawdowns and stress tests with lean dashboards.
- Ongoing fund control: rebalance, manage liquidity and report performance clearly.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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