Funds and portfolios
The training program is made up of two parts. In the first part, you will complete our e-training program that gives you the foundation and understanding of funds and portfolio managers. The e-programs are called "Funds and Fund Evaluation" and "Capital Markets and Investment Skills". They are based on interactive learning and animated and filmed sections with exercises and simulations.
The second part consists of a teacher-led day where you can build and deepen the knowledge of the two e-training programs. You will be able to ask questions and discuss different solutions with the supervisor and other participants.
The aim of this training is that after the course you should have good knowledge of how to create and maintain portfolios with different risk profiles and time horizons. You should also have a good knowledge of the different investment options offered by the market in terms of fund categories and managerial styles.
Who is this for?
This course is aimed at people who work with private or company-oriented advice on savings and asset management.
- General information about funds
- Fund types, fund categories and indexes
- Evaluation of funds
- Fund ratings
- Portfolio theory
- Example of asset allocation
- Portfolio composition and placement strategies
- Currency risks
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