Fund Manager Course
The Fund Manager Course equips you with practical skills to design, manage, and report on balanced funds effectively, covering asset allocation, risk management, and performance tracking.

from 4 to 360h flexible workload
certificate valid in your country
What will I learn?
The Fund Manager Course provides a clear, practical framework to design and manage a balanced fund with confidence. Learn to convert a fund brief into concrete constraints, develop strategic and tactical asset allocations, choose efficient ETFs and mutual funds, quantify and monitor risk, conduct scenario analysis, handle rebalancing and liquidity, and provide transparent, data-driven performance reporting.
Elevify advantages
Develop skills
- Strategic asset allocation: design balanced 3–5 asset class portfolios quickly.
- Scenario playbooks: build recession and growth scenarios with clear tactical actions.
- Instrument selection: select ETFs and mutual funds using professional-grade due diligence.
- Risk monitoring: track VaR, drawdowns and stress tests with 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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Course in PDF