Fund Management Course
Master fund management with practical tools for asset allocation, risk control, security selection, and performance reporting. Design diversified portfolios, align with investor profiles, and make data-driven investment decisions with confidence.

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
The Fund Management Course gives you 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 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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Course in PDF