Fund Management Course
This course equips learners with practical skills to manage investment funds effectively, covering client assessment, portfolio construction, security selection, risk management, and performance reporting for reliable outcomes.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
The Fund Management Course provides a straightforward, hands-on approach to setting up and running a balanced fund with assurance. You'll learn to assess clients' needs, outline investment goals, construct varied portfolios, pick securities and ETFs, and use market insights to back your choices. Gain expertise in managing risks, setting performance standards, and preparing reports to ensure consistent, open, and reliable outcomes.
Elevify advantages
Develop skills
- Develop strategic asset mixes that match investor needs and market info.
- Choose bonds, shares, and ETFs with simple, repeatable selection methods.
- Establish risk boundaries, rebalancing guidelines, and loss limits for actual portfolios.
- Examine returns and market cues to support tactical adjustments and fund strategies.
- Outline fund objectives, benchmarks, and reports that appeal to everyday investors.
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 workloadWhat our students say
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