Funds and portfolio management

This course is in Swedish
8 500 kr ex. VAT
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Web based training
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Teacher led training

In this blended course, you will learn about funds and fund evaluation, basic portfolio theory and strategies for investments and portfolio compositions. The course consists of e-learnings and one teacher-led classroom day.

The goal is that after completing the training you will have a good knowledge of how to create and maintain portfolios with different risk profiles and time horizons. You should also have gained a good knowledge of which different investment options the market offers in the form of fund categories and managerial styles.

Who is this for?

The course is aimed at those who work with private or business-oriented advice on savings and asset management.

Course content

General about funds

Fund types, fund categories and indexes

Evaluation of funds

Fund ratings

Portfolio theory

Examples of asset allocation

Portfolio composition and investment strategies

Currency risks

Knowledge test

Reservation policy

Confirmation of the registration is sent out via e-mail. Look into the spam folder if you can’t find it. If you don’t receive any confirmation, please contact us at Registration for distance courses is binding and cannot be cancelled. Registration for teacher-led classes is binding, but not personal, and can be transferred to another person within the same company. In case of rebooking or cancellation later than four weeks before the start of the course, 50 per cent of the course fee will be charged. If you rebook or cancel later than two weeks before the start of the course, the entire course fee will be charged. The cost for sent material is always charged. Invoicing takes place upon notification with payment terms 30 days. The course is available for 12 months from the notification. In case of illness with lecturers for teacher-led classes, we reserve the right to move one or more course days to another occasion. We are happy to welcome you as a course participant with us at Contento!