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

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, outline investment goals, create varied portfolios, pick securities and ETFs, and use market insights to back up 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 types 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 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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