Investment Fund Course
This course covers the complete investment fund lifecycle, including design, portfolio building, risk oversight, fee structures, compliance requirements, and investor communications. Acquire practical abilities to construct, operate, and present professional mutual funds and ETFs with efficiency and clarity.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Gain hands-on expertise in creating and managing mutual funds and ETFs. Master fund structures, benchmarks, mandates, risk controls, fee setups, TER calculations, performance tracking, daily operations, regulatory compliance, and effective investor updates. Develop skills to confidently launch and sustain efficient, transparent funds.
Elevify advantages
Develop skills
- Design precise fund mandates from benchmarks and goals into actionable rules.
- Create optimised fee models by benchmarking, tiering, and validating expenses.
- Build robust portfolios through asset allocation, security picks, and rebalancing.
- Control fund risks with defined limits, exposure checks, and stress testing.
- Handle daily operations like trading execution, cash management, and flow processing.
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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