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Mutual Funds Course

Mutual Funds Course
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.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet my boss's and the company's expectations.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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