Tokenised Funds Mastery

Name: Tokenised Funds Mastery
Rating: 5.0 (3 reviews)

Learn the Legal, Technical, and Financial Foundations of Tokenised Investment Funds

Created byStewart Southey

Last updated 9/2025

English

What you'll learn

Explain how tokenised funds are structured and regulated across major jurisdictions (e.g., US, EU, Cayman, Luxembourg).
Evaluate legal, compliance, and governance frameworks for tokenised assets, including KYC/AML, investor onboarding, and transfer restrictions.
Apply technical knowledge of blockchain infrastructure (smart contracts, custody, interoperability) to fund design and operations.
Assess investment strategies and asset classes (fixed income, private credit, real estate, alternatives) best suited for tokenisation.
Analyse real-world case studies (e.g., BlackRock BUIDL, tokenised index funds) to identify opportunities and risks in tokenised finance.
Develop practical strategies to advise clients, ensure compliance, and capture opportunities in the digital asset economy.

Course content

10 sections • 40 lectures • 4h 0m total length

1.1 Defining Tokenized Funds in the Context of Asset Management5:11
Module 1.1
1.2 Historical Perspective – From Mutual Funds to Smart Contracts5:38
Module 1.2
1.3 Current Market Landscape and Institutional Momentum6:03
Module 1.3
1.4 Key Milestones and High-Profile Case Studies6:13
Module 1.4

6.1 Automating NAV, Dividends, and Corporate Actions5:58
6.1 Assessment: Automating NAV, Dividends, and Corporate Actions
6.2 Investor Onboarding Flows and Cap Table Tokenization6:18
Module 6.2 Assessment: Investor Onboarding Flows and Cap Table Tokenization
6.3 Custody and Settlement Design: Fireblocks, Anchorage, Copper6:05
Module 6.3 Assessment: Custody and Settlement Design — Fireblocks, Anchorage, Co
6.4 Bridging Off-Chain Operations with On-Chain Logic5:51
6.4 Assessment: Bridging Off-Chain Operations with On-Chain Logic

7.1 Token-Native Portfolio Design: Objectives, Yield, and Risk6:05
7.1 Assessment: Token-Native Portfolio Design — Objectives, Yield, and Risk
7.2 Valuation Models and Oracle Integration5:33
7.2 Assessment: Valuation Models and Oracle Integration
7.3 Liquidity Mechanisms: Secondary Markets, Redemption Schedules, Market Depth6:01
7.3 Assessment: Liquidity Mechanisms – Secondary Markets, Redemption & Depth
7.4 Advanced Portfolio Use Cases: Token Index Funds and Cross-Chain Funds6:16
7.4 Assessment: Advanced Portfolio Use Cases – Token Index & Cross-Chain Funds

8.1 Cross-Jurisdictional Tax Considerations6:01
8.1 Assessment: Cross-Jurisdictional Tax Considerations
8.2 Token Accounting and Audit Trail Requirements6:02
8.2 Assessment: Token Accounting and Audit Trail Requirements
8.3 Fund Administrator and Transfer Agent Roles in a Tokenized Model6:07
8.3 Assessment: Fund Administrator & Transfer Agent Roles in Tokenised Model
8.4 Regulatory Filings and Transparency Obligations5:51
8.4 Assessment: Regulatory Filings and Transparency Obligations

9.1 Ownership vs Access Tokens: Rights and Risks5:41
9.1 Assessment: Ownership vs Access Tokens — Rights and Risks
9.2 Fundraising Mechanisms: STOs, Airdrops, and LP Shares6:12
9.2 Assessment: Fundraising Mechanisms – STOs, Airdrops & LP Shares
9.3 Token Velocity and Ecosystem Stability in Investment Vehicles5:41
9.3 Assessment: Token Velocity and Ecosystem Stability in Investment Vehicles
9.4 Economic Models: Fee Distribution, Governance & Liquidity Incentives5:38
9.4 Assessment: Economic Models – Fees, Governance Rights & Liquidity Incentives

10.1 DeFi Composability and Interoperable Capital Flows6:00
10.1 Assessment: DeFi Composability and Interoperable Capital Flows
10.2 CBDCs, Tokenized Fiat, and Institutional Stablecoins6:30
10.2 Assessment: CBDCs, Tokenized Fiat, and Institutional Stablecoins
10.3 AI and Machine-Readable Tokens in Asset Allocation5:44
10.3 Assessment: AI and Machine-Readable Tokens in Asset Allocation
10.4 Long-Term Strategies: Build, Partner, or Platform?6:19
10.4 Assessment: Long-Term Strategies — Build, Partner, or Platform?

Requirements

A basic understanding of financial markets, investment funds, or asset management is recommended.
Familiarity with concepts like mutual funds, private equity, or fixed income will be helpful.
No technical coding or blockchain development experience is required — all technical concepts will be explained from a financial application perspective.
An interest in digital assets, fintech innovation, or regulatory frameworks will help learners get the most value from the course.

Description

Learn how tokenised funds are structured, regulated, and operated across key jurisdictions. Gain the legal, technical, and financial expertise to advise clients, ensure compliance, and capture opportunities in digital asset finance.

This course takes you step by step through the world of tokenised investment funds, combining real-world finance with blockchain innovation. You will start by understanding the legal foundations of tokenisation, regulatory frameworks, and investor protections. From there, you’ll explore fund operations, custody solutions, compliance-ready token standards (ERC-1400, ERC-3643), and the role of smart contracts in ensuring secure, efficient processes.

Practical modules cover infrastructure integration, cross-border legal considerations, onboarding retail vs accredited investors, and governance models. You’ll also dive into performance metrics, valuation models, liquidity mechanisms, and advanced portfolio strategies using token-native design. In addition, the course addresses the future of finance with DeFi composability, CBDCs, tokenised fiat, institutional stablecoins, and AI-powered asset allocation.

By the end of this course, you will be able to:

Explain how tokenised funds operate legally and technically.
Evaluate risks, compliance obligations, and investor requirements.
Design fund structures with governance, liquidity, and transparency in mind.
Apply knowledge of custody, settlement, and interoperability solutions.
Anticipate market trends and long-term strategies in digital finance.

Whether you are a finance professional, lawyer, compliance officer, or blockchain enthusiast, this course equips you with the skills to master tokenised funds and position yourself at the forefront of digital asset innovation.

Who this course is for:

Finance professionals: asset managers, investment analysts, fund administrators, and portfolio strategists seeking to understand tokenisation in asset management.
Legal and compliance specialists working with digital assets who need to grasp regulatory and jurisdictional frameworks.
Fintech and blockchain professionals who want to bridge the gap between technology and traditional finance.
Investors and consultants looking to evaluate opportunities and risks in tokenised funds.
Students and career shifters aiming to enter the digital finance sector with a strong foundation in tokenised investment vehicles.

Tokenised Funds Mastery

What you'll learn

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Course content

MODULE 1 : Foundations of Tokenised Funds4 lectures • 23min

MODULE 2: Tokenisation Across Asset Classes4 lectures • 24min

MODULE 3: Global Regulation & Compliance in Tokenisation4 lectures • 26min

MODULE 4: Blockchain Infrastructure & Token Standards4 lectures • 23min

MODULE 5: Fund Structures, Jurisdictions & Governance4 lectures • 24min

MODULE 6: Operational Infrastructure & Settlement Design4 lectures • 24min

MODULE 7: Portfolio Design, Valuation & Liquidity in Tokenised Funds4 lectures • 24min

MODULE 8: Tax, Accounting & Regulatory Compliance4 lectures • 24min

MODULE 9: Token Economics & Fundraising Models4 lectures • 23min

Future Trends & Strategic Outlook4 lectures • 25min

Requirements

Description

Who this course is for: