Mutual Funds Course
This course equips you to master mutual funds for smart investing. Dive into fund types, key metrics, costs, risks, and portfolio building techniques. Confidently construct, justify, and rebalance diversified portfolios worth $100k or more using data-driven decisions for long-term success.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
Gain a solid framework to confidently select, analyse, and manage mutual funds. Master fund types, structures, performance metrics, costs, and risk measures. Learn to build diversified portfolios aligned with your goals and risk tolerance, plus apply rebalancing, monitoring, and replacement strategies for lasting results.
Elevify advantages
Develop skills
- Select top mutual funds by screening, comparing, and shortlisting quality options quickly.
- Construct diversified portfolios with 4-8 funds suited to moderate-risk investment goals.
- Analyse risks and performance using alpha, beta, Sharpe ratio, and drawdown metrics effortlessly.
- Evaluate costs, taxes, and turnover to optimise long-term investment returns.
- Implement rebalancing rules, monitor performance, and make informed portfolio adjustments.
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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