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

Popular training locations:
Singapore   London   Jakarta   Beaverton   New York City   Toronto   Sydney   Dubai   Petaling Jaya   Edmonton  

Equity derivatives for fund management

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

This course ensures that participants are comfortable interpreting the key Bloomberg option description and valuation screens. Much of the course is spent discussing common trading positions and how the Greeks are used to summarise the dynamics of those positions. By the end of the course participants will gain an intuitive feel for Delta, Gamma, Theta and Vega and the interrelationships between each and how these change over the life of a trade.

Depending on particular client needs, this course typically explores:

The information provided by Bloomberg for futures and option contracts
How to use Black Scholes to price options
How volatility can be extracted from an option through dynamic Delta hedging
Use of the Greeks to explain how common option trades perform.

Fund Development

Course Format: Classroom
School/Trainer: North Carolina State University
Training Center(s)/Venue(s): Raleigh, United States
  V

Identifies and assesses techniques and best practices of fund development, annual giving, capital campaigns, endowments. Topics include setting achievable goals, organizing and staffing a fund development campaing, and identifying donors. Discusses links between fund development and organization mission and governance, ethical issues, and government regulations. PBS status or Graduate standing.

Mutual Fund Portfolio Management

Course Format: Classroom
School/Trainer: BIFM Society for Education and Research
Training Center(s)/Venue(s): New Delhi, India

BIFM Society for Education and Research is running a training course/program about Mutual Fund Portfolio Management, or has provided such training courses/programs before. Please visit the official website of BIFM Society for Education and Research to check the availability of this course.

Financial Analysis and Fund Management (Master Degree)

Course Format: Classroom
School/Trainer: University of Exeter
Training Center(s)/Venue(s): Exeter, United Kingdom
  V

The MSc in Financial Analysis and Fund Management is a challenging programme that offers substantial professional rewards and requires 12 months dedicated full-time study to complete. Run by the Xfi Centre for Finance and Investment, it is ideal for anyone wishing to learn fundamental and advanced theory in investment analysis and gain exposure to an intensive computing training, covering Thomson Reuters Datastream and other financial databases and software systems. The programme gives you the unique chance to study for levels I and II of the Chartered Financial Analyst (CFA®) qualification and at the same time obtain a full Masters degree from a university with a well-established reputation in finance.

Fund Development and Marketing

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

Provides an understanding of the many fund development techniques and funding sources that generate financial support for government agencies an not-for-profit organizations, as well as the context in which these methods may be used. Topics include the relationship between strategic planning and fund development, fund-raising options and processes, gathering community support, establishing business partnerships, lobbying, developing and communicating a clear message both internally and externally to the organization, sing the correct marketing techniques to support fund development activities, and ethical considerations of fund development.

Hedge Fund Investment Strategies

Course Format: Classroom
School/Trainer: The New York Society of Security Analysts, Inc.
Training Center(s)/Venue(s): New York City, United States
  V

What are hedge fund investment strategies, how can they add value to an investment portfolio, and why have hedge funds grown to about $2 trillion in AUM?

In this course, you will:
Identify the role of hedge funds in portfolio management
Evaluate a framework for comparing hedge fund strategies
Distinguish and interpret specific strategies such as:
Equity Long/Short
Merger Arbitrage
Relative Value
Convertible Arbitrage
Credit Arbitrage
Capital Structure Arbitrage
Evaluate appropriate measures of return
Consider new ways hedge fund strategies are being distributed

Hedge Fund

Course Format: Classroom
School/Trainer: London Business School Dubai Centre
Training Center(s)/Venue(s): Dubai, United Arab Emirates
  V


The hedge fund industry has grown rapidly over the last decade and is getting recognized as an ’alternative’ to the traditional mutual fund investment. University endowments and high net worth individuals have long invested in hedge funds. More recently, European pension funds have also started making significant investments in hedge funds, in spite of the relative lack of transparency, disclosure, liquidity, regulation, capacity etc. The regulatory authorities in Europe are opening up to hedge funds, considering harmonization of regulation; attempts are also being made to bring hedge funds to retail investors. This course will examine the raison d’être behind these developments, the modus operandi of hedge funds, their legal, organisational and operational structures, their risk-return characteristics, their model of aligning the interests of investors and managers, and the likelihood of their success in the future.

Hedge Fund

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


The hedge fund industry has grown rapidly over the last decade and is getting recognized as an ’alternative’ to the traditional mutual fund investment. University endowments and high net worth individuals have long invested in hedge funds. More recently, European pension funds have also started making significant investments in hedge funds, in spite of the relative lack of transparency, disclosure, liquidity, regulation, capacity etc. The regulatory authorities in Europe are opening up to hedge funds, considering harmonization of regulation; attempts are also being made to bring hedge funds to retail investors. This course will examine the raison d’être behind these developments, the modus operandi of hedge funds, their legal, organisational and operational structures, their risk-return characteristics, their model of aligning the interests of investors and managers, and the likelihood of their success in the future.

FOREX AND FUND MANAGEMENT

Course Format: Classroom
School/Trainer: NANO FOREX CORP
Training Center(s)/Venue(s): Hyderabad, India
  V

WELCOME TO NANOFOREXCORP

A SUCCESSFUL CAREER FOR EVERYONE, GUARANTEED...

FOREX Fund Manager Course with 100% Job assistance
In INDIA, UK, HONKONG, SINGAPORE, DUBAI, KUWAIT

Qualification: MBA,B.Tech, M.Tech, B.com,
M.com,B.A,M.A,B.Sc, M.Sc. Ph.D,

Course Package:

1. Minimum 30 - 45 days full-time training,
2-4 hours lecture and 6-7 hours practical
2. Advanced Technical Market Analysis
3. In-depth Fundamental Analysis
4. Winning strategies or Trading Secretes
5. High Success automated custom Indicators for Signals
6. Fully Automated Robot for live Trading
7. Live Trading test to generate profit between 10% and 100% PM
9. Setting up of Nanoforex Franchise, if interested, it has multiple Business Structure.
7. Job opportunity in India and Abroad
8. Assured returns*
9. Fee BASIC COURSE 30k & PROFESSIONAL COURSE 50K

Other details call at 0091-9491382788 / 9052853354/ 9700770734

Detail, watch videos, part-1 & part-II at: www.nanoforexcorp.com



... [Read More]

Hedge Fund Administration

Course Format: On-site
School/Trainer: 7city Learning
Training Center(s)/Venue(s): London, United Kingdom
  V



By the end of the course, participants will be able to:
•Know the fundamental principles of hedge funds
•Know the regulatory environment that surrounds hedge funds
•Understand which factors influence the types of legal entity and structure hedge funds use
•Know the key parties involved in running a hedge fund
•Know the services provided by a prime broker to a hedge fund




Course Content


Regulations and Hedge Funds
•US regulations: Investment Companies Act, Investment Advisors Act etc
•UK / European Hedge fund regulation
•Tax issues: onshore vs. offshore

Key Parties
•Investment manager / advisor
•Custodian
•Auditor
•Prime broker (see below)

Fund Administration
•Operating Model
•Company Secretarial Function
•Fund Accounts and Performance Fees
•NAV Calculation
•Subscriptions and Redemptions
•Transfer Agency

Prime Brokerage
•What is the role of a prime broker?
•What services do prime brokers provide?

Fund Administration

Course Format: On-site
School/Trainer: 7city Learning
Training Center(s)/Venue(s): London, United Kingdom
  V



By the end of the course, participants will be able to:
•Know the features of different investment funds
•Be aware of the different investors using investments funds
•Know the different structures and constitutions a fund may adopt
•Understand the roles and responsibilities of different officers associated with the fund
•Know the basics of regulations surrounding investment funds in different jurisdictions
•Understand the fund administration process and the key risk areas
•Be aware of the issues and challenges facing today’s investment management industry
•Know the particular administration processes of private equity and hedge funds




Course Content


Context: range of services offered
•Individual Investors
•Intermediaries
•Institutional Investors

Overview of products
•Types of Funds: Unit Trusts, OEICS Funds, Non-UCITS Funds
•Constitution
•Structures
•Roles and responsibilities
•Investment and borrowing

Jurisdictions: what the differences are
•Overview of role of regulators and differences in UK, Dublin, Luxembourg, Jersey and Guersey, Cayman and Bermuda

Fu... [Read More]

Fund & Governmental Accounting

Course Format: Classroom
School/Trainer: University of Alaska Southeast
Training Center(s)/Venue(s): Juneau, United States

Emphasizes accounting and reporting standards for state and local governments. Includes an in–depth discussion of fund accounting.

Rules & Regulations for Fund Management

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

Course Content
A - The Regulatory Bodies and the Investment Management Association of Singapore

B - The Regulations

C - IMAS Code of Ethics and Standards of Professional Conduct

D - Collective Investment Schemes (CIS)

E - Central Provident Fund Investment Scheme (CPFIS)

F - Conduct of Business

G - Market Conduct Rules

H - Guidelines on Prevention of Money Laundering

Hedge Fund Taxation

Course Format: Classroom
School/Trainer: New York University School of Continuing and Professional Studies
Training Center(s)/Venue(s): New York City, United States
  V

Review the income tax treatment of hedge funds, their investors, and their managers. Major topics include pass-through taxation of hedge funds and their investors, special tax concerns of U.S. tax-exempt and non-U.S. investors, recurring tax issues raised by particular investment strategies, taxation of investment managers, and recent and pending legislative initiatives affecting the taxation of hedge funds.

Hedge Fund Strategies

Course Format: Classroom
School/Trainer: New York University School of Continuing and Professional Studies
Training Center(s)/Venue(s): New York City, United States
  V

Explore the investment strategies and techniques used by hedge fund managers in the areas of bonds, stocks, fixed assets, currency, options, and commodities. Study different strategies including event-driven or distressed mergers, long and short equities, funds, and convertible arbitrage and global macro strategies. Performance measurements; alpha, beta, and Sharpe ratio; and market efficiency are also covered.
This course is applicable toward:
•Certificate in Investment Banking
•Certificate in Portfolio Management
•Certificate in Financial Risk Management
•Certificate in Credit Analysis

Mutual Fund Investing

Course Format: Classroom
School/Trainer: York Technical College
Training Center(s)/Venue(s): Rock Hill, United States
  V

Nearly everyone has some investment in
mutual funds and the world of mutual funds
is immense. How should you approach these
financial vehicles in retirement? This course
shows how mutual funds continue to be
valuable financial tools--even into retirement.
Covering both bond and stock mutual funds,
topics will include understanding mutual funds,
the pros and cons of investing in the market,
mutual fund strategies in retirement, and how
to make financial decisions concerning mutual
funds.

Forex Fund Manager Workshop (Certificate)

Course Format: Classroom
School/Trainer: Forex Trade Training
Training Center(s)/Venue(s): Hyderabad, India
  V

Course Package includes:

1. Minimum 30 - 45 days full-time training, 2-4 hours lecture and 6-7 hours practical
2. Winning strategies or money making secretes
3. High Success automated custom Indicators for Buy and Sell Signals
4. Fully Automated Robot for live Trading
5. End of the course live Account Trading test for a week to generate 5% to 10%.
6. Setting up of Fund Management Company for you, if interested.
7. Job opportunity in India and Abroad
8. Assured returns
9. fee and other details call at 0091-9491382788 / 9052853354

Syllabus/Curriculum detail, watch videos, part-1 & part-II at home page of www.nanoforexcorp.com

Sage MIP Fund Accounting (Certificate)

Course Format: Online
School/Trainer: Sage University
Training Center(s)/Venue(s): Irvine, United States
  V

These professional based certificates focus on improving your professional skills through training and assessment testing. Become a specialist or expert in your field by increasing your knowledge, and demonstrate a commitment to achieving excellence and excelling in your organization. Upon completion of a track, you will receive an official Customer Professional or Specialist Certificate from Sage.

Professional based certificates are also a great way for managers of an organization to help employees achieve their next level of knowledge and build into their employees training and performance plans.

Sage MIP Professional Tracks
To become a Sage MIP Fund Accounting Professional, you must attend all the classroom or RealTime certification training courses in a specific profession-based track and pass the associated certification assessment. This type of certification is multi-module and covers more material than a Specialist certification.

Controller
Senior Accountant
Financial Manager
Budget Analyst

Sage MIP Specialist tracks
To become a Sage MIP Fund Accounting Specialist, you must attend a classroom or RealTime certification co... [Read More]

Fund Accounting and GASB 34 (Certificate)

Course Format: Online
School/Trainer: California State University, East Bay Continuing Education
Training Center(s)/Venue(s): Hayward, United States
  V

The California State University, East Bay Certificate in Fund Accounting and GASB 34 is designed for those who work in government or nonprofit sector accounting positions and also recommended to those in the private sector who require more substantial familiarity with government and nonprofit accounting practices. The program’s online-only format lets busy professionals listen to lectures at their convenience. A high-speed Internet connection is strongly recommended.

Those who take advantage of the Fund Accounting and GASB 34 certificate program will learn from two seasoned instructors, one of whom is the finance director of the city of Piedmont and the other a 30-year fund accounting software veteran.

Program Objectives
To provide government and nonprofit sector accounting professionals the skills and confidence to meet their day-to-day challenges.
To provide government and nonprofit sector accounting professionals the foundation and abilities that will help them advance in their field.
To provide private sector accounting professionals the necessary grounding in government and nonprofit accounting concepts, increasing their productivity an... [Read More]

Certified Fund Specialist

Course Format: Online
School/Trainer: 360institute
Training Center(s)/Venue(s): Austin, United States
  V

The Certified Fund Specialist® (CFS®) designation is now celebrating its 21st year in existence. More than 11,000 members of the financial services community have already completed the program. CFS® is fully accredited and is the oldest designation in the mutual fund industry.
You can begin your path to becoming a Certified Fund Specialist® when you enroll in an IBF program today. Your competitors offer mutual funds as a simple and effective way to invest. Yet few advisors and brokers really understand how funds interact with other parts of the portfolio or how this investment vehicle should be analyzed. As a certified funds specialist, you’ll learn criteria such as alpha, beta, correlation coefficient, first-auto correlation, R-squared, and standard deviation that should be incorporated in the selection process. With mutual funds training, a certified fund specialist is able to evaluate and compare financial measurements and benchmarks when constructing a portfolio.
Modern portfolio theory (MPT) is a key part of the program; its components are broken down and detailed in terms the advisor can easily understand and convey to a client. Armed with MPT and other s... [Read More]

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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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