Fund Management Course
This course equips learners with practical skills to design, manage, and report on balanced investment funds, focusing on client profiling, portfolio construction, risk management, and performance evaluation.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
The Fund Management Course provides a clear, practical framework to design and manage a balanced fund with confidence. Learn how to profile clients, define mandates, build diversified portfolios, select securities and ETFs, and apply market research to justify allocations. Master risk controls, performance benchmarks, and reporting so you can deliver disciplined, transparent, and repeatable results.
Elevify advantages
Develop skills
- Build strategic asset allocations aligned with investor profiles and market data.
- Select bonds, equities, and ETFs using clear, repeatable screening criteria.
- Set risk limits, rebalancing rules, and drawdown controls for real portfolios.
- Analyze yields and market signals to justify tactical tilts and fund positioning.
- Define fund mandates, benchmarks, and reports that resonate with retail 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 workload.What our students say
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