Mutual Fund Advisor Course
This course equips you with essential tools for mutual fund advising, covering client assessment, building portfolios, controlling risks, portfolio rebalancing, and regulatory compliance. Develop tax-efficient, goal-oriented strategies to deliver superior long-term outcomes for clients, strengthening your advisory practice in a practical, results-driven format.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Gain hands-on skills to assess clients, set objectives, and craft balanced mutual fund investment plans. Master various fund categories, handle risks, adjust portfolios over time, adapt to life stages, and optimise for taxes with real-world money examples. Enhance your advice quality, boost client discussions, and adhere to ethical rules in this focused, effective course.
Elevify advantages
Develop skills
- Design mutual fund portfolios using allocation strategies, buckets, and systematic investment plans.
- Control portfolio risks through rebalancing, stress testing, and lifecycle risk reduction.
- Quickly profile clients by evaluating goals, risk appetite, cash flow, and limitations.
- Guide fund choices by evaluating equity, bond, index, ETF, and target-date options.
- Explain strategies clearly and document client suitability in simple terms.
Suggested summary
Before starting, you can change the chapters and 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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