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Mutual Funds Course
Unlock the potential of unit trusts with our comprehensive course tailored for finance professionals. Dive into performance analysis, understand expense ratios and assess risks effectively. Master the art of portfolio diversification and financial reporting, while honing your communication skills. Explore fund types, align them with investment goals, and match them to investor profiles. Gain insights into annual returns, volatility and stability, empowering you to make informed investment decisions with confidence.
- Analyse unit trust performance: Master historical metrics and risk assessment.
- Optimise portfolio diversification: Craft strategic fund recommendations.
- Communicate financial insights: Deliver clear, impactful analysis reports.
- Compare fund returns: Evaluate annual performance and volatility.
- Align funds with goals: Match investment objectives to fund types.

4 to 360 hours flexible workload
certificate recognised by MEC
What will I learn?
Unlock the potential of unit trusts with our comprehensive course tailored for finance professionals. Dive into performance analysis, understand expense ratios and assess risks effectively. Master the art of portfolio diversification and financial reporting, while honing your communication skills. Explore fund types, align them with investment goals, and match them to investor profiles. Gain insights into annual returns, volatility and stability, empowering you to make informed investment decisions with confidence.
Elevify advantages
Develop skills
- Analyse unit trust performance: Master historical metrics and risk assessment.
- Optimise portfolio diversification: Craft strategic fund recommendations.
- Communicate financial insights: Deliver clear, impactful analysis reports.
- Compare fund returns: Evaluate annual performance and volatility.
- Align funds with goals: Match investment objectives to fund types.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students say
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