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Fund Management Course

Fund Management Course
from 4 to 360h flexible workload
valid certificate 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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor of the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Great course. A lot of valuable information.
WiltonCivil Firefighter

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