Hedge Fund Fundamentals

Overview

Hedge Fund Fundamentals Course Overview

This course covers a comprehensive overview of hedge funds. You will learn the common characteristics of hedge funds, how they are structured, and the mechanics of management and performance fees. You will also learn to measure performance using metrics such as the Sharpe and information ratios. Lastly, the course provides insight into several hedge fund strategies: directional, arbitrage, or global macro. After completing this course, you will better understand the hedge fund universe and its role in the financial markets. Hedge Fund Fundamentals Learning Objectives

Upon completing this course, you will be able to:

Define the characteristics associated with a typical hedge fund
Describe the structure of a hedge fund, the services it requires, and the investors it attracts
Calculate management and performance fees based on high-water mark and hurdle clauses
Assess hedge fund performance using key metrics such as the Sharpe and information ratios
Understand the short-selling process and long/short equity strategies
Identify fixed income arbitrage and event-driven strategy opportunities

Who should take this course?

This introductory hedge fund course is perfect for anyone interested in learning a comprehensive overview of hedge funds. These types of funds are becoming increasingly popular, so it’s essential to understand the role these institutions play in the financial markets. Anyone interested in a career in the capital markets should ensure they understand how hedge funds operate, how they are structured, and how they impact the markets.

What you'll learn

Lesson

Multimedia

Exams

Files

Course Summary

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Capital Markets & Securities Analyst (CMSA®) Certification

Skills Learned Trading strategies used in the finance and capital markets
Career Prep Work in capital markets, whether on the buy-side or the sell-side

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What Our Members Say

Introduction to hedge funds

Good content with easily understandable examples. Good presentation by the instructor.

venugopal rajamanuri

great

good

Abdaullah AlHammad

Great

No exercises were given

Alhassan Ndekugri

Introduction to Hedge Funds

It is an amazing source of knowledge and helped a lot in having a better understanding about the industry.

Gabriel Rosmeteniuc

Good for all investors

A great course for hedge funds

Kwong Sang Yeung

Great content and detail

Great layout, content and detail

Kellee Lapallo

Good

Courses are well structured and the lecturers are quite engaging. A very knowledgeable group of individuals indeed. I thoroughly enjoy learning the syllabus as it's directly related to the financial services market i.e. more pragmatic than theoretical. Finally, I honestly believe that CFI courses are effectively preparing me to be a most efficient finance professional. CFI is worth EVERY dollar spent.

LOUIS BOBB

Nice Learning Experience

Great Videos, fun to learn

Oliver Pang

Good lesson

Good lessonbut chanllenging

MICHEL WAKENGE KYALONDAWA

Amazing

Great Course to explore the mechanics of Hedge Funds

Manoj Kumar P

Concise, comprehensive & Short

Amazing course help me to get better understanding regarding Hedge Fund.

Muhammad Arslan

Amazing course thanks CFI Team give this valuable knowledge

Nakul Vijay

Brilliant Course!

You know that you have stricken gold, when you are reading about Yield-curve arbitrage and Treasury Arbitrage and then next thing you read the news about BOE buying back bonds to stabilize the market and save pension funds from huge losses and understand fully why this has happened.

Konstantinos Lekkas

Fun and profitable information

This is great education for many ages of people.

caleb jardot

Great learning material

The lecturer presents the topic in such a interesting and informative way.

Auron Illing

Excellent Presentation

the course is presented in a well simplified and easy to understand version covering all necessary points on hedge fund fundamentals. The calculations are also presented in an easily understood format

Charles Karanja Wamaitha

Goo Resource

CFI courses are always excellent source of knowledge in finance, delivered in a practical and straight to the point teaching method.

Love Manigsaca

Relevant Course

Good comprehensive course on hedge funds. I learned a great deal during this course.

Desire Matabane

Experience

Nice breakdown of course material

Newton Wachira

Keep practicing

If you keep practicing and learning the lecture videos, you will obtain significant amount of knowledge from this special course.

Atinafu Asefa

Simplicity and Clarity

The Hedge Fund Fundamental Course is a great way to understand the fundamentals of this complex subject. All the sessions are very simple to understand and CFI videos bring clarity on the subject. The exam in the end also tests the students understanding of the subject. Well done team CFI

Amit Karode

Hedge Fund Fundamentals

The course is rich in content and well delivered. Would recommend taking this course.

Carlos Fernandes

AWESOME

Definitely recommend this course for those interested in setting up their own Hedge Fund or simply managing one or being a limited Patrner. Thank you for a wonderful insight.

Donald Patrick Okumu Ringa

Mr Powell nailed the topic

Looking forward to taking advanced Hedged Funds Topics

Stephen Akinosi

Introduction to Hedge Funds

Massimiliano Mauriello

Frequently Asked Questions

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What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

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You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

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Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

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All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.

Hedge Fund Fundamentals