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FIN-0170: Fundamentals of Funds

This course is recommended for individuals responsible for reconciling or managing funds. 

  • Explain the importance of proper funds management
  • Explain the concept of fund accounting
  • Differentiate between fund types
  • Differentiate between fund categories
  • Identify allowable fund transfers
  • Describe best practices for managing a fund
  • Web (self-paced)
  • Approximately 30 minutes

Prior to enrolling in this course, complete prerequisite courses in the learning path below.

FIN-0170: Fundamentals of Funds

Last Updated: Sep 24, 2025

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