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Certificate in Fund Management

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Fund Management


About Fund Management

The monitoring and control of a financial institution's cash flow is known as funds management. The fund manager makes sure that the deposit maturity dates and the lending demand are in sync. The management does this by examining the assets and liabilities that affect the bank's capacity to extend credit.

Why is Fund Management important?

As institutional and retail investors alike depend on fund management to help them meet their investment objectives, it is crucial. In order to support investors' financial goals in a timely way, fund management businesses continuously evaluate the financial situation of investment assets.

The accountability for maintaining precise accounting records for investment money rests with the fund managers. Additionally, you can be in charge of overseeing trading operations and putting investment plans into action. The most frequent employers for this prominent financial services position are private equity firms.

Who should take the Fund Management Exam?

  • Finance managers, senior executives, executives
  • Engineers
  • Accountants
  • Finance people, planners, and procurement managers
  • Risk analysts
  • Asset management professional

Fund Management Certification Course Outline

  1. Asset Management Overview
  2. Investment Analysis and the Modern Portfolio Theory (MPT)
  3. Equilibrium in the Asset Management Market
  4. Equity Asset Management
  5. Interest Rate Asset Management
  6. Other Products
  7. Using Derivatives for Asset Management
  8. Asset Pricing Models
  9. Traditional Asset Allocation
  10. New Strategic Allocation
  11. Performance Attribution Analysis

Certificate in Fund Management FAQs

You can directly go to the certification exam page and register for the exam.

You will be required to re-register and appear for the exam. There is no limit on exam retake.

There will be 50 questions of 1 mark each

No there is no negative marking

You have to score 25/50 to pass the exam.

The result will be declared immediately on submission.

It will be a computer-based exam. The exam can be taken from anywhere around the world.