Mutual Funds Course
This course equips you with professional skills in mutual funds investing. Explore fund types, performance metrics, costs, risk measures, and portfolio strategies to confidently build, justify, and rebalance diversified portfolios worth $100k or more using data-driven decisions for optimal results.

flexible workload of 4 to 360h
valid certificate in your country
What will I learn?
Gain a solid framework to confidently select, analyse, and manage mutual funds. Understand fund types, structures, and mechanics, master performance metrics, costs, and risks. Learn to construct diversified portfolios aligned with goals and risk profiles, and apply rebalancing, monitoring, and replacement strategies for sustained long-term performance.
Elevify advantages
Develop skills
- Select mutual funds by screening, comparing, and shortlisting top-quality funds quickly.
- Construct diversified portfolios with 4-8 funds suited for moderate-risk investment goals.
- Analyse risks and performance using alpha, beta, Sharpe ratio, and drawdown metrics efficiently.
- Evaluate costs, taxes, fees, and turnover to maximise long-term investment returns.
- Implement rebalancing rules, monitor performance, and make justified portfolio adjustments.
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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