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Mutual Funds Course

Mutual Funds Course
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.
Workload: between 4 and 360 hours

What our students say

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EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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