Fund Management Course
This course equips learners with practical skills to establish and manage balanced investment funds, focusing on client assessment, portfolio diversification, security selection, risk management, and performance reporting for reliable outcomes.

from 4 to 360h flexible workload
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 will learn to assess client needs, establish guidelines, create varied portfolios, choose securities and ETFs, and use market insights to support your choices. Gain expertise in managing risks, setting performance standards, and preparing reports to achieve consistent, open, and reliable outcomes.
Elevify advantages
Develop skills
- Build strategic asset allocations that match investor profiles and market information.
- Select bonds, equities, and ETFs using straightforward, repeatable evaluation methods.
- Establish risk boundaries, rebalancing guidelines, and loss controls for actual portfolios.
- Examine yields and market indicators to support tactical adjustments and fund strategies.
- Define fund guidelines, benchmarks, and reports that connect with everyday investors.
Suggested summary
Before starting, you can change the chapters and 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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