Luxembourg Fund Governance and AIFMD Compliance Corporate Training
Build AIFMD-ready fund governance capability for Luxembourg teams with instructor-led compliance training.
This corporate training program helps teams learn, develop, and build the fund governance capability AIFMD expects. As a corporate training company, Edstellar delivers instructor-led Luxembourg fund governance and AIFMD compliance training covering authorization, depositary duties, risk management, valuation, and regulatory reporting. Your team practices the real workflows the CSSF reviews, so new skills transfer straight to daily operations.
Instructor-led group trainingVirtual / on-site / off-site10 languagesDelivered inEnglish, Spanish, Mandarin, German, Arabic, Portuguese, Hindi, French, Japanese, Italian100+ countriesWe have delivered inUnited States, United Kingdom, India, Canada, Germany, France, Netherlands, UAE, Saudi Arabia, Singapore, Australia, Japan, Brazil, South Africa and 90+ more countries
How we build a AIFMD-ready fund governance team
The Edstellar FUND GOVERNANCE & AIFMD COMPLIANCE Capability Model
Diagnose
Baseline your team's AIFMD knowledge and governance maturity against directive duties before training starts.
Standardize
Align authorization, delegation, and reporting routines to one defensible compliance standard across your funds.
Practice Labs
Run guided hands-on labs on depositary oversight, leverage calculation, and Annex IV reporting in simulated workflows.
Measure
Assess control quality with scored exercises and track compliance readiness gains across each function.
Scale
Extend proven governance routines to new funds and entities with repeatable playbooks and handover materials.
Need more than one program?Get a group quote
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Program Overview: What is Luxembourg Fund Governance and AIFMD Compliance Corporate Training?
Luxembourg Fund Governance & AIFMD Compliance is a 27-hour instructor-led program for fund directors, compliance officers, and service providers in the Luxembourg fund ecosystem. It covers the AIFMD framework and exemptions, AIFM authorization and substance, board governance and director duties, depositary oversight, risk management and valuation, and regulatory reporting and disclosure.
Learners analyze real fund structures and regulatory scenarios, drafting governance documents, reviewing depositary arrangements, and stress-testing compliance against AIFMD requirements. Instructors with fund industry experience coach participants on director judgment and regulatory expectations, reviewing each deliverable in detail. Sessions connect legal text to operational reality. The program concludes with the AIFMD Compliance Readiness Review capstone, a full readiness assessment of a sample fund.
Fund governance failures in Luxembourg mean regulatory action, investor flight, and personal liability for directors. Teams that treat AIFMD as paperwork miss the substance regulators probe. This program teaches participants to govern funds actively: strong boards, real oversight, honest risk management, and reporting that stands up to scrutiny.
The AIFMD Compliance Readiness Review capstone has each learner assess a sample fund's full compliance posture: authorization, governance, depositary, risk, valuation, and reporting, and deliver a readiness review with prioritized remediation. It is the exact exercise a fund board needs before an inspection, and participants finish ready to run it on their own funds.
Each cohort works through guided labs that mirror regulator review: delegation matrices, oversight checklists, leverage calculations, reporting extracts, and a readiness review. Your employees practice collaboration and teamwork as they assess controls and document decisions together. Cohorts leave with stronger governance standards, measurable performance gains, and an upskilled compliance capability across the team.
What's Included in this Workshop for Your Enterprise Teams
- 1
AIFMD framework briefings
Regulator-view briefings on directive duties.
- 2
Authorization and substance labs
Work through AIFM authorization and delegation checks.
- 3
Depositary and risk workshops
Practice oversight routines and leverage calculations.
- 4
Reporting and disclosure drills
Complete Annex IV extracts and disclosure checklists.
- 5
Compliance readiness capstone
Full readiness review with a board-ready plan.
- Instructor-led sessions in hybrid format
- Flexible batch scheduling around your calendar
- Pre-training skill assessment for each cohort
- Hands-on labs with simulated fund workflows
- Post-training support and materials access
- Progress report for training coordinators
Build your team's skills. Anywhere in the world.
Real-world use cases
from day one
Instructor-led training
for your teams
Delivered globally
in 100+ countries
Enterprise Training Solutions Customized for Your Company
One partner for instructor-led corporate training, delivered the way your teams work.
Request a Training Quote- Customized Training Delivery
- Scale Your Training: Small to Large Teams
- In-person Onsite, Live Virtual or Hybrid Training Modes
- Plan from 2000+ Industry-ready Training Programs
- Hands-On Labs on Live Infrastructure, Led by Industry Experts
Luxembourg Fund Governance and AIFMD Compliance Course Topics and Program Outline
Seven modules take your team from the AIFMD framework through authorization, governance, depositary oversight, risk, and reporting, ending in a capstone readiness review.
Built by Edstellar with fund governance and AIFMD compliance specialists
Built by practitioners who run AIFMD compliance programs and fund governance reviews in production, shaped around your stack and use cases.
Skill checks baseline your team's AIFMD knowledge, governance routines, and regulatory readiness before training begins.
Live instruction covers the AIFMD framework, AIFM authorization, and fund board governance across 9 focused hours.
Guided labs build depositary oversight, risk, valuation, and reporting skill across 12 hours of supervised practice.
Your team runs a full AIFMD compliance readiness review and defends a board-ready remediation plan in 6 applied hours.
From AIFMD scope and authorization to a capstone compliance readiness review, every duty is practiced in guided labs.
Delivered as
Delivered as a hybrid program of live instruction and guided labs, scheduled around your team's calendar in flexible batches.
Map your fund structure to AIFMD scope and the available exemptions.
learna)What counts as an AIF and an AIFM under the directive
b)Scope, exemptions, and sub-threshold registration options
c)The roles of ESMA and the CSSF in Luxembourg supervision
d)Luxembourg fund vehicles: SIF, SICAR, RAIF, and Part II UCIs
Draft a delegation oversight matrix for a sample AIFM arrangement.
learna)Authorization process and application expectations
b)Minimum substance: conduct, resources, and governance in Luxembourg
c)Delegation rules and the letter-box entity prohibition
d)Conditions for cross-border management and marketing
Assess a sample board pack for governance gaps and weak challenge.
learna)Board composition, independent directors, and committee design
b)Director duties, conflicts of interest, and liability
c)Governance expectations in CSSF circulars and guidance
d)Board reporting packs and effective challenge routines
Run a depositary oversight checklist on a sample NAV cycle.
practicea)Depositary functions: safekeeping, cash monitoring, oversight
b)Due diligence on prime brokers and sub-custodians
c)Depositary liability and contractual discharge considerations
d)Oversight routines and escalation workflows
Compute leverage under both methods for a model portfolio.
practicea)Permanent risk management function and risk limits
b)Leverage calculation: gross and commitment methods
c)Valuation policies and functionally independent valuation
d)Liquidity management tools and stress testing
Complete a sample Annex IV data extract and disclosure checklist.
practicea)Annex IV reporting: data points and filing rhythm
b)Investor disclosure under Article 23 and periodic reporting
c)Annual reports under Article 22
d)Marketing notifications and the pre-marketing regime
Deliver a full readiness review and remediation plan for a model fund.
applya)Scoping a compliance readiness review across all AIFMD pillars
b)Evidence gathering: policies, registers, reports, and minutes
c)Drafting findings and a prioritized remediation roadmap
d)Presenting the board pack and defending control design
Customize this program tailored to your team?
Tell us your training needs: what your team already works with, the level they’re at, and the topics you want them to focus on. We’ll adjust the modules, duration and hands-on labs, and send you a customized outline for your group.
Key Skills and Outcomes Your Team Will Gain
Practical competencies your fund team builds across this program, from reading the AIFMD framework to running a compliance readiness review.
Interpret the AIFMD Framework
Read the directive's scope, exemptions, and duties and map each one to the team that owns it.
Navigate AIFM Authorization
Work through authorization conditions, substance expectations, and delegation limits for Luxembourg AIFMs.
Assess Fund Board Governance
Evaluate board composition, director duties, and conflicts management against CSSF expectations.
Run Depositary Oversight
Apply cash monitoring, safekeeping, and oversight routines that stand up to depositary review.
Control Risk and Valuation
Set risk limits, compute leverage under both methods, and run independent valuation checks.
Deliver Regulatory Reporting
Complete Annex IV extracts, investor disclosures, and annual report inputs on the regulatory rhythm.
Lead a Compliance Readiness Review
Scope, evidence, and present an AIFMD readiness review with a prioritized remediation roadmap.
Teams that Benefit from this Luxembourg Fund Governance and AIFMD Compliance Group Training
This group training is built for fund, compliance, and legal teams operating under AIFMD who want governance routines that satisfy the CSSF. Content adapts to each cohort's roles and experience, so every batch practices the workflows it owns, from delegation checks to regulatory reporting.
Strengthen board routines and governance discipline
For staff supporting fund boards and governance committees. Labs sharpen board pack review, conflicts tracking, and challenge routines to CSSF standards.
Workflow friction
- Thin board papers with weak challenge
- Conflicts logged inconsistently
- Slow follow-through on actions
How the program helps
- Assess board packs with confidence
- Track conflicts and resolutions cleanly
- Run effective governance committees
Practice use cases
- Board pack reviews
- Conflicts register labs
- Governance gap checks
- Minutes drafting drills
Keep AIFMD controls tested and evidence-ready
For compliance and risk staff owning the control framework. Labs build monitoring routines, risk limit checks, and inspection-ready evidence files.
Workflow friction
- Controls documented but untested
- Evidence scattered before inspections
- Overdue remediation actions
How the program helps
- Monitor AIFMD duties continuously
- Evidence controls for inspections
- Close findings with remediation plans
Practice use cases
- Control testing labs
- Evidence file reviews
- Remediation planning drills
Translate directive text into workable practice
For legal and regulatory affairs staff interpreting AIFMD. Labs turn authorization, delegation, and disclosure rules into clear internal guidance.
Workflow friction
- Dense directive text, unclear practice
- Policy drafts that stall in review
- Marketing notification missteps
How the program helps
- Interpret AIFMD duties accurately
- Draft defensible internal policies
- Guide marketing and disclosure calls
Practice use cases
- Delegation matrix labs
- Policy drafting sessions
- Disclosure checklist drills
Make reporting and valuation routines reliable
For finance and operations staff running NAV, valuation, and reporting workflows. Labs build leverage calculations, valuation checks, and Annex IV extracts.
Workflow friction
- Manual reporting under time pressure
- Valuation inputs hard to verify
- Data gaps in regulatory filings
How the program helps
- Compute leverage both methods
- Run independent valuation checks
- File Annex IV reports on rhythm
Practice use cases
- Leverage calculation labs
- Valuation control drills
- Annex IV extract labs
- NAV cycle reviews
Cohorts train as a cross-functional workforce, with each small group aligned on shared AIFMD standards.
Prerequisites: This program benefits fund governance officers, compliance teams, risk staff, and legal counsel at organizations managing or servicing Luxembourg alternative funds. Familiarity with fund structures or regulatory work helps but is not required; no prior AIFMD certification is expected. Content adapts to each cohort's funds and regulatory context, from first delegation review to full readiness preparation.
Fund Analyst to AIFMD Compliance Professional
Tracks how fund governance and compliance staff progress from basic AIFMD awareness to advanced compliance practice across the program's learn, practice, and apply phases.
A program that grows with fund careers, from basic AIFMD awareness to confident compliance practice.
Mixed cohort, or several teams at once?
We can tailor the training to different teams, roles, and experience levels within the same program.
Certificate of Training Completion.
On successful completion, employees receive an Edstellar course completion certificate, recognizing their commitment to ongoing learning and professional development. It validates the skills they have built and motivates them to keep growing and contribute to organizational success.
Earned, not attended. Awarded on completion of all hands-on labs and the capstone project.
Training Delivery Modes: Virtual, Onsite and Hybrid
This program runs in hybrid format, combining instructor-led sessions with supervised guided labs for your team.
Hybrid Training
Live instructor sessions combined with supervised hands-on labs, delivered across virtual and onsite components.
- Instructor-led sessions with live demonstrations
- Supervised hands-on labs on real fund workflows
- Scheduled around your team's calendar
- Batch options for multiple teams
Onsite Training
Instructor-led delivery at your office with hands-on labs run in your team's working environment.
- Instructor-led sessions at your office
- Hands-on labs using your fund workflows
- Team-wide alignment in one room
- Dedicated scheduling for your cohort
Live Virtual Training
Live virtual instructor sessions with interactive guided labs delivered through an online training environment.
- Live instructor-led virtual sessions
- Guided labs in a shared online environment
- Flexible batches across time zones
- Digital materials and lab workbooks
Need a training format that works for your team?
Full days, half days across weeks, or split by module. Tell us the delivery window and we schedule the cohort around it.
Frequently Asked Questions
Share your team size, scope, and timelines through the lead form and receive a tailored proposal with pricing for your cohort.
Yes. Book a discovery call to review your fund governance maturity, goals, and scheduling options before you commit to a batch.
Yes. The program runs in hybrid format with live virtual instructor sessions and guided online labs, plus onsite options at your office.
Yes. Onsite delivery runs at your office with instructor-led sessions and hands-on labs built around your fund workflows.
The program runs 27 hours of instructor-led training across 7 modules, scheduled in flexible batches around your team's calendar.
Question not answered here?
Put it in the request. A training specialist answers it directly, within one business day.
Where this Training Fits in Your Team's learning path.
Fund governance in Luxembourg depends on knowing how fund services work and how the CSSF supervises them. Your team learns fund administration first, then CSSF rules. This course applies AIFMD and Luxembourg fund governance, and the last step adds ESG integration under SFDR.
Why Choose Edstellar as Your Luxembourg Fund Governance and AIFMD Compliance Corporate Training Provider
Edstellar delivers AIFMD-aligned fund governance training with guided labs, regulator-level rigor, and flexible hybrid delivery.
EXPERT TRAINERS
YEARS DELIVERING
ORGANIZATIONS TRAINED
CERTIFIED
Tailored
Content adapts to your fund structures and AIFMD exposure, so cohorts practice the governance routines they actually operate.
Proven Methodology
A structured Diagnose to Scale arc moves teams from governance gaps to reliable daily AIFMD-compliant practice.
Practice-Based Learning
Guided labs on delegation, oversight, leverage, and reporting build confidence faster than lectures alone.
Expert Trainers
Practitioners who run AIFMD compliance programs and fund governance reviews lead every session and lab.
Global Scale
Roll out fund governance training across teams and entities with consistent standards and centralized reporting.
Measurable Outcomes
Scored labs and capstone reviews show compliance readiness gains across every governance and control function.
Connect Luxembourg Fund Governance With Oversight, Reporting, and Readiness Evidence
Edstellar develops AIFMD compliance judgment through a model Luxembourg fund. Participants examine scope and delegation, review board and depositary evidence, and calculate portfolio leverage before preparing reporting extracts. The final readiness review connects governance and operations, with feedback on assumptions, effective challenge, oversight responsibilities, and a remediation plan grounded in the case.
- Step 01
Consult
We explore fund-structure familiarity, governance and servicing roles, and gaps in delegation, depositary oversight, or reporting evidence to identify the cohort's AIFMD learning priorities.
- Step 02
Plan
We establish AIFMD scope and authorization before board and delegation practice, then connect depositary oversight, leverage, valuation, and reporting in the fund readiness review.
- Step 03
Align
We align Luxembourg fund governance expertise with governance, compliance, legal, finance, and operations teams, clarifying the model fund's structure and responsibilities before case analysis.
- Step 04
Customize
We adapt sample board packs, AIFM arrangements, and NAV-cycle records to familiar fund structures, including oversight gaps that require documented challenge and follow-up.
- Step 05
Execute
Participants draft delegation matrices, review board and depositary records, and calculate leverage and reporting extracts, receiving feedback on evidence, assumptions, and consistency across the fund's controls.
- Step 06
Evaluate
We assess the readiness review for justified scope, effective oversight arrangements, accurate case calculations, and a traceable remediation plan addressing governance and reporting weaknesses.
Also from Edstellar
Talent assessments
Psychometric, behavioral, leadership and 360-degree assessment.
→Training needs analysis
Needs analysis, gap identification, and a training roadmap.
→L&D consulting
Learning strategy, content, technology and ROI measurement.
→OD consulting
Org design, succession planning and cultural change.
→Managed training services
Training outsourcing, vendor management, logistics and administration.
→Coaching solutions
Executive and manager coaching that keeps skills in use.
Start an RFP shaped to your needs.
Answer three quick questions about team size, scope, and how often you need the program run, then send the request from the last step. Everything you choose travels with it, so you only fill this in once.
How many team members need training?
Luxembourg Fund Governance & AIFMD Compliance Training Packages & Pricing
Where L&D holds an annual budget, license packages price the whole year at once instead of raising a purchase order per workshop. Hours and licenses are pooled across teams, programs and locations, so unused capacity is not stranded in one department.
Starter
120
trainee licenses64 hours of group training
Tailored for SMBs
Growth
320
trainee licenses160 hours of group training
Ideal for growing SMBs
Enterprise
800
trainee licenses400 hours of group training
Designed for large corporations
Custom
Unlimited
trainee licensesDuration set by the rollout
Multi-region and multi-year
Training Packages & Pricing
Choose the training format that works for your team. Pricing is customized based on your requirements, cohort size, and delivery needs.
Request Luxembourg Fund Governance and AIFMD Compliance Training for Your Team
Share your team size, fund setup, and timelines to receive a tailored training plan and quote. Book a discovery call to discuss availability.