Mutual Funds Course
This course equips learners with essential skills to confidently select, analyze, and manage mutual funds for long-term investment success, covering fund types, performance metrics, portfolio building, and ongoing monitoring strategies.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Mutual Funds Course provides a practical, solid framework to pick, analyse, and manage mutual funds with confidence. Learn about fund types, structures, and key operations, then master performance indicators, costs, and risk assessments. Build diversified portfolios, match them to clear goals and risk levels, and apply strict rebalancing, monitoring, and replacement strategies for steady, long-term gains.
Elevify advantages
Develop skills
- Mutual fund selection: screen, compare, and shortlist top-quality funds quickly.
- Portfolio construction: build a diversified mix of 4–8 funds for moderate-risk objectives.
- Risk and performance analysis: interpret alpha, beta, Sharpe, and drawdown in minutes.
- Cost and tax awareness: assess fees, turnover, and tax effects on long-term returns.
- Rebalancing and monitoring: establish rules, track performance, and support 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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