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.

from 4 to 360h flexible workload
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 turn 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-based performance updates.
Elevify advantages
Develop skills
- Strategic asset allocation: quickly design balanced portfolios with 3–5 asset classes.
- Scenario playbooks: create recession and growth scenarios with straightforward tactical actions.
- Instrument selection: select ETFs and mutual funds using professional due diligence.
- Risk monitoring: monitor VaR, drawdowns, and stress tests using simple dashboards.
- Ongoing fund control: rebalance, manage liquidity, and report performance clearly.
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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