Fund Training Courses and Workshops

Schools providing training courses, certificates, diplomas or degree programs of Fund Management




Total 45 training courses and degree programs available around the world.

United States - United Kingdom - Canada - Australia - India

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Mutual Fund

Course Format: Online
School/Trainer: Online Institute of America
Training Center(s)/Venue(s): Lakeway, United States
  V

Mutual funds are important investment instruments that have been essential to both individual and corporate investors for well over a century. Beginning with a brief overview of basic investment principles and the evolution of mutual funds, this course addresses the fundamentals of mutual funds, how they are categorized, their roles and functions, and their investment characteristics. Compliance and regulatory issues are also examined.

LEARNING OBJECTIVES:
Understand the history of mutual funds.
Know the basic definition and workings of mutual funds.
Recognize the various financial entities that work with mutual funds.
Identify the impact and provisions of the Investment Companies Act of 1940, and its impact on mutual funds.
Recognize different types of mutual funds.
Identify the advantages and disadvantages of investing in mutual funds.
Recognize compliance and regulatory elements governing mutual fund sales and programs.
.

TOPICS COVERED:
•Introduction
•Lesson 1: Mutual Funds
•Lesson 2: Mutual Funds in the Investment Companies Act of 1940
•Lesson 3: Types of Mutual Funds Read More]

Regulated Funds and Fund Managers Workshop

Course Format: Classroom
School/Trainer: Fitch Learning USA
Training Center(s)/Venue(s): Chicago, New York City, United States
  V

The goal of the workshop is to equip participants with a structured analytic framework for the analysis of regulated mutual funds and pension funds and fund managers.

Specifically, the following areas will be covered:
•Key fund types and structures
•Risk profile of a fund&,#146,s investment strategy, structure, leverage and liquidity
•Roles of key parties: fund manager, trustee, custodian, administrator etc. and the due diligence required to assess risk management and controls
•Key performance indicators to benchmark performance and credit standing of both funds and fund managers
•Importance of the regulatory and supervisory framework (e.g. 1940 Act and UCITS) and the impact of changing regulations on both mutual and pension funds
•Structure exposures to funds and fund managers to minimise credit risks.

Target Audience

Commercial and investment banking professionals responsible for credit risk management and origination. The workshop is also appropriate for a wider audience of risk managers, consultants, bankers, regulators and other professionals who need to understand the key risk issues of the asset mana... [Read More]

Regulated Funds and Fund Managers Workshop

Course Format: Classroom
School/Trainer: Fitch Learning Singapore
Training Center(s)/Venue(s): Singapore, Singapore
  V

The goal of the workshop is to equip participants with a structured analytic framework for the analysis of regulated mutual funds and pension funds and fund managers.

Specifically, the following areas will be covered:
•Key fund types and structures
•Risk profile of a fund&,#146,s investment strategy, structure, leverage and liquidity
•Roles of key parties: fund manager, trustee, custodian, administrator etc. and the due diligence required to assess risk management and controls
•Key performance indicators to benchmark performance and credit standing of both funds and fund managers
•Importance of the regulatory and supervisory framework (e.g. 1940 Act and UCITS) and the impact of changing regulations on both mutual and pension funds
•Structure exposures to funds and fund managers to minimise credit risks.

Target Audience

Commercial and investment banking professionals responsible for credit risk management and origination. The workshop is also appropriate for a wider audience of risk managers, consultants, bankers, regulators and other professionals who need to understand the key risk issues of the asset mana... [Read More]

Regulated Funds and Fund Managers Workshop

Course Format: Classroom
School/Trainer: Fitch Learning Dubai
Training Center(s)/Venue(s): Dubai, United Arab Emirates
  V

The goal of the workshop is to equip participants with a structured analytic framework for the analysis of regulated mutual funds and pension funds and fund managers.

Specifically, the following areas will be covered:
•Key fund types and structures
•Risk profile of a fund&,#146,s investment strategy, structure, leverage and liquidity
•Roles of key parties: fund manager, trustee, custodian, administrator etc. and the due diligence required to assess risk management and controls
•Key performance indicators to benchmark performance and credit standing of both funds and fund managers
•Importance of the regulatory and supervisory framework (e.g. 1940 Act and UCITS) and the impact of changing regulations on both mutual and pension funds
•Structure exposures to funds and fund managers to minimise credit risks.

Target Audience

Commercial and investment banking professionals responsible for credit risk management and origination. The workshop is also appropriate for a wider audience of risk managers, consultants, bankers, regulators and other professionals who need to understand the key risk issues of the asset mana... [Read More]

Regulated Funds and Fund Managers Workshop

Course Format: Classroom
School/Trainer: Fitch Learning
Training Center(s)/Venue(s): London, United Kingdom
  V

The goal of the workshop is to equip participants with a structured analytic framework for the analysis of regulated mutual funds and pension funds and fund managers.

Specifically, the following areas will be covered:
•Key fund types and structures
•Risk profile of a fund&,#146,s investment strategy, structure, leverage and liquidity
•Roles of key parties: fund manager, trustee, custodian, administrator etc. and the due diligence required to assess risk management and controls
•Key performance indicators to benchmark performance and credit standing of both funds and fund managers
•Importance of the regulatory and supervisory framework (e.g. 1940 Act and UCITS) and the impact of changing regulations on both mutual and pension funds
•Structure exposures to funds and fund managers to minimise credit risks.

Target Audience

Commercial and investment banking professionals responsible for credit risk management and origination. The workshop is also appropriate for a wider audience of risk managers, consultants, bankers, regulators and other professionals who need to understand the key risk issues of the asset mana... [Read More]

Fund Raising and Grants Administration in Not-for-Profit and Voluntary Organizations

Course Format: Classroom
School/Trainer: Baruch College
Training Center(s)/Venue(s): New York City, United States
  V

Examination of the strategies and techniques for acquiring voluntary and governmental support for local nonprofit agencies. The course focuses on the role that fund raising plays in the economics of the nonprofit organization and its relationship with government agencies, foundations, and other donor/granting institutions.

Fund Raising

Course Format: Classroom
School/Trainer: Columbia College Chicago
Training Center(s)/Venue(s): Chicago, United States
  V

This course is designed for students who are interested in fundraising and expect to have careers with non-profit arts or cultural organizations. Students will study fund raising concepts and methods used to design an annual fund plan campaign and a benefit fund raiser event. As a result of this course students will have developed an annual fund plan for a non-profit organization of their choice.

HEDGE FUND MANAGEMENT

Course Format: Classroom
School/Trainer: DePaul University
Training Center(s)/Venue(s): Chicago, United States
  V

This is an experiential course focusing on investment analysis in the context of the hedge fund industry. The goal of this class is to give students working knowledge of the hedge fund industry by drawing upon the experience of simulated investment presentations to portfolio managers (in the classroom setting). It is designed to give students rigorous exposure to long/short equity strategies as a gateway to explore other fund strategies. Topics will include securities analysis, research strategies, short selling and portfolio management. The course will help students generate superior investment ideas by conducting creative, value-added research. Students will act as hedge fund analysts by working through the investment process: idea generation, analysis, and presentation, and should walk away with a working knowledge of the hedge fund industry.

Global Fund Management

Course Format: Classroom
School/Trainer: The Naveen Jindal School of Management
Training Center(s)/Venue(s): Dallas, United States

For students involved in the practice of managing a fund of global investments.

Fund Accounting Measurement and Reporting

Course Format: Classroom
School/Trainer: Mountain View College
Training Center(s)/Venue(s): Dallas, United States
  V

An introduction to the accounting principles and reporting practices of government organizations on the state and local level. Topics include the fund and governmental financial reporting model, government financial wide statement reporting, the preparation of fund and government-wide financial statements, footnote disclosures and management discussion and analysis. This course is for students who possess a Bachelor’s degree and is part of the Certificate in Professional Accountancy. It may qualify as an accounting course for the uniform Texas CPA exam. (3 Lec.)

Fund Accounting Measurement and Reporting

Course Format: Classroom
School/Trainer: Richland College
Training Center(s)/Venue(s): Dallas, United States
  V

An introduction to the accounting principles and reporting practices of government organizations on the state and local level. Topics include the fund and governmental financial reporting model, government financial wide statement reporting, the preparation of fund and government-wide financial statements, footnote disclosures and management discussion and analysis. This course is for students who possess a Bachelor’s degree and is part of the Certificate in Professional Accountancy. It may qualify as an accounting course for the uniform Texas CPA exam.

International Asset Fund Management

Course Format: Classroom
School/Trainer: Alliant International University
Training Center(s)/Venue(s): San Diego, United States
  V

This course is designed for student interested in the theory and practice of asset management and in managing a semester-long Asset Management Firm (AMF). When the class size is sufficient, there will be several AMFs competing against each other. Students will learn about the crucial risk and market liquidity in a real-time high-frequency data and information environment. At the end of the semester, students will present their investment strategies to outside financial experts.

Fund Management for Managers

Course Format: Classroom
School/Trainer: Northeastern University D Amore-McKim School of Business
Training Center(s)/Venue(s): Boston, United States
  V

Designed to provide students further analytical knowledge, including exposure to and opportunity to perform managerial tasks related to the management and operation of mutual funds. Included in these tasks are reconsideration of the fund’s investment policy statement and asset allocation plan as well as preparation of accounting statements, dealing with compliance issues, addressing ethical concerns, measuring and managing risk, and performing marketing and fund-raising activities.

Fund Management for Analysts

Course Format: Classroom
School/Trainer: Northeastern University D Amore-McKim School of Business
Training Center(s)/Venue(s): Boston, United States
  V

Introduces a variety of operating documents typical to an active mutual fund. Offers students an opportunity to apply lessons from investment and portfolio management classes by presenting investment recommendations to a panel and communicating with peers in a thoughtful and forceful manner. Investment decisions are made based on student analysis and recommendations that include knowledge of macroeconomic expectations, corporate financing issues, dept-repayment concerns, and employee and technological changes.

Adv. Serv. Cisco IOS XRsoftware fund netwrk operat (Certificate)

Course Format: Classroom
School/Trainer: Ascolta
Training Center(s)/Venue(s): Atlanta, Boise, Denver, Irvine, Los Angeles, Minneapolis, Phoenix, Portland, San Diego, Seattle, United States
  V

This course provides technical training to Cisco service provider customers so that they may successfully deploy Multiprotocol Label Switching (MPLS) and other tunneling technologies on routers running Cisco IOS® XR Software Release 3.9.0. We examine fundamental MPLS and Label Distribution Protocol (LDP) operation and configuration as well as Layer 2 (L2VPNs), L3VPNs, MPLS Traffic Engineering (MPLS-TE), Multiprotocol BGP (MP-BGP), Resource Reservation Protocol (RSVP), and Any Transport over MPLS (AToM).

Upon completion of this course, you should be able to:
Describe various aspects of implementation of MPLS, LDP, L3VPN, L2VPN, MPLS-TE, and MPLS operations, administration, and maintenance (OAM) in Cisco IOS XR Software Release 3.9
Configure and verify MPLS LDP
Configure and verify L3VPN, L2VPN, and AToM
Configure and verify MPLS-TE
Configure and employ MPLS OAM
Implement LDP, L3VPN, L2VPN, and MPLS-TE

Adv Serv Cisco IOS xr Software Fund Net (Certificate)

Course Format: Classroom
School/Trainer: Ascolta
Training Center(s)/Venue(s): Atlanta, Boise, Denver, Irvine, Los Angeles, Minneapolis, Phoenix, Portland, San Diego, Seattle, United States
  V

This course introduces the audience to the Cisco IOS�� XR Software router operating system and some of its fundamental features. The course modules will introduce the available hardware configurations, operation, routing protocol implementation, security, and other topics. Hands-on lab exercises will enhance and reinforce student understanding. This course does not target a specific hardware platform.

Upon completion of this course, you should be able to:
Articulate an overview of Cisco IOS XR Software supported platforms and hardware
Describe Cisco IOS XR Software features, such as high availability and scalability
Complete a variety of Cisco IOS XR Software IPv4 operations
Demonstrate and examine basic Cisco IOS XR Software security
Describe In-Service Software Upgrades (ISSU) and minimum disruption restart (MDR)
Describe a basic distributed route processor (DRP) distributed application implementation
Discuss, implement, and operate a secure domain router (SDR)
Implement a Cisco IOS XR Software installation
Describe and implement a basic routing protocol implementation for Intermediate Systemto- Intermediate Syste... [Read More]

Fund Raising

Course Format: Classroom
School/Trainer: Chemeketa Community College
Training Center(s)/Venue(s): Salem, United States

Prepares individuals for fund raising. Focuses on using techniques for talking to donors, training others to raise funds, and developing solicitation packages.

Fund Management for Non-fund Managers

Course Format: On-site
School/Trainer: Quorum Training
Training Center(s)/Venue(s): Leicester, United Kingdom
  V

The so-called ‘Buy Side?of the financial market place has traditionally adopted a lower profile than the Investment Banking community. Nevertheless, it is this group of money Managers that actually possess most of the firepower in terms of moving the Markets.
This course is designed to help delegates understand the driving forces behind the day-to-day decision making processes inside today’s Fund Management community.
No prior knowledge is necessary.

What will the course cover?

Introduction to the Market Place

Who are the main Fund Managers in London? Why are they called the ‘Buy Side?
Who’s managing what and for whom
Different Investment objectives of the Assets under management
What sort of returns do you want to measure exactly?
Benchmarking by Assets or Liabilities?
What are the desirable properties of the ‘right?Benchmark Index?
Case Study ?How do you choose your Pension Fund Manager?
Modern Portfolio Theory & Efficient Markets
Efficient Markets ?Are they? Do we live in a ‘Normal?world?
Behavioral Finance & it’s impact on current thinking
Efficient Frontiers, Betas and the search for Alpha
What is th... [Read More]

Mutual Fund Investing

Course Format: Classroom
School/Trainer: Schoolcraft College
Training Center(s)/Venue(s): Livonia, United States
  V

Mutual funds are a very popular investment choice. Yet, most investors don’t have a strong understanding of what they are and how they work. Increase your knowledge beyond the basics to include how mutual funds and exchange-traded funds (ETF) are structured and categorized, how to evaluate them for the purpose of structuring a diversified portfolio, and how to periodically monitor your funds.

fund management

Course Format: On-site
School/Trainer: MDA Training
Training Center(s)/Venue(s): London, United Kingdom
  V

This course introduces the key principles and processes involved in the fund management industry - focusing on the dynamics of long only fund management. It explores how fund managers make money and how banks can assist in this endeavour. It reviews the main clients of the fund management industry and the ever evolving myriad of products and solutions offered and the needs that they serve. The course includes a simulation where participants are given the opportunity to run a competitive fund over four quarters, and have their performance measured in absolute and relative terms.

Depending on particular client needs, this course typically explores:

Who a fund managers clients are?
What products a fund manager offers and how these are described including segregated, pooled, balanced, specialist, retail and in-house funds?
What clients ask from a fund manager?
How fund managers make money.
How clients choose a fund manager?
The various ways in which performance can be measured including league tables, relative performance, tracking errors and information ratios.

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Find Fund training courses, certificates, diplomas and degrees in Countries:



Australia - Canada - India - Indonesia - Ireland - Malaysia - New Zealand
Pakistan - Philippines - Singapore - South Africa - United Arab Emirates
United Kingdom - United States



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