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Mutual Fund Advisor Course

Mutual Fund Advisor Course
from 4 to 360h flexible workload
certificate recognized by MEC

What will I learn?

Take your finance career to the next level with our Understanding and Advising on Unit Trusts Course, specifically designed for professionals aiming to excel in unit trusts. Gain a deep understanding of the different types of unit trusts, their advantages, and potential risks. Learn how to construct well-rounded investment portfolios and make necessary adjustments over time. Improve your ability to communicate effectively with clients, build strong relationships based on trust, and present investment plans in a clear and understandable manner. Stay informed about market trends and develop effective selection strategies. This comprehensive course will equip you with the knowledge and skills to make sound investment decisions and thrive in the financial industry.

Elevify advantages

Develop skills

  • Understand the inner workings of unit trusts: Learn how unit trusts function and the various types available.
  • Develop effective investment strategies: Create balanced portfolios and adjust them regularly.
  • Communicate effectively with clients: Build trust and present financial plans clearly and concisely.
  • Analyse market trends: Utilise tools to assess unit trust performance and market fluctuations.
  • Understand your clients' financial needs: Assess their goals, risk appetite, and investment timelines.

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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