Fund Manager Course
This course equips you with practical skills to establish and oversee a balanced fund, covering asset allocation, risk management, instrument selection, and performance reporting.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
The Fund Manager Course provides a straightforward, hands-on approach to setting up and managing a balanced fund with assurance. You will learn to convert a fund outline into solid limits, create strategic and tactical asset mixes, choose effective ETFs and mutual funds, measure and watch risks, perform scenario reviews, handle rebalancing and cash flow, and produce clear, data-backed performance updates.
Elevify advantages
Develop skills
- Strategic asset allocation: quickly design balanced portfolios with 3–5 asset classes.
- Scenario playbooks: develop recession and growth scenarios with precise tactical actions.
- Instrument selection: select ETFs and mutual funds through thorough professional checks.
- Risk monitoring: monitor VaR, drawdowns, and stress tests using simple dashboards.
- Ongoing fund control: rebalance, manage liquidity, and report performance transparently.
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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