Mastery of Mutual Funds

5.00(1 Ratings)

Mutual Funds knowledge puts you on a solid path to becoming a Financial/Investment Advisor and empowers you to help your clients through the maze and variety of investment products and choices in today’s financial marketplace, a valued service many clients seek.

A Mutual Funds Sales Representative must also thoroughly know the investment products available to meet client needs.

By correctly understanding the financial objectives and impact of constraints on the client, you can build strong relationships with your clients.

You will learn how to pass your mutual fund’s certification examination, stand interview questions, and ask your proposed clients probing mutual funds selection questions about investment objective, risk tolerance, investment time horizon as well as good performance on the job in line with the norms of any financial organization you find yourself deliver value to your organization.

Target Audience

  • This online mutual fund course is designed for professionals interested in learning the core concepts, and techniques of mutual funds. It is ideal for those new to the field or wanting to improve their knowledge and skills. The course will help you learn how to identify and articulate mutual funds' needs, analyse requirements, and develop solutions that meet business objectives.
  • The course is suitable for individuals from a range of industries, including finance, healthcare, government, and technology. It is for anyone who wants to develop the critical thinking, communication, and problem-solving skills necessary to succeed in a Financial Advisory, Investment Advisory, Financial Planning, Credit Analysis, etc role.
  • Whether you are looking to transition into a new career, enhance your existing job prospects, or gain a deeper understanding of mutual funds this course is for you.

Module 1

  • The Role of the Mutual Fund Sales Representative
  • Overview of the Canadian Financial Marketplace
  • Overview of Economics

Module 2

Module 3

Module 4

Module 5

Module 6

  • The Role of the Mutual Fund Sales Representative
  • Overview of the Canadian Financial Marketplace
  • Overview of Economics
  • Getting to Know the Client
  • Behavioral Finance
  • Tax and Retirement Planning
  • Types of Investment Products and How They Are Traded
  • Constructing Investment Portfolios
  • Understanding Financial Statements
  • The Modern Mutual Fund
  • Conservative Mutual Fund Products
  • Riskier Mutual Fund Products
  • Alternative Managed Products
  • Understanding Mutual Fund Performance
  • Selecting a Mutual Fund
  • Mutual Fund Fees and Services
  • Mutual Fund Dealer Regulation
  • Applying Ethical Standards to What You Have Learned
  • Interview prepping
  • General resume writing prepping
  • Mutual funds certification examination prepping

Student Ratings & Reviews

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Start Date

  • Start Date: November 6th, 2023


  • Mondays: 7:30pm to 9:00pm EST
  • Wednesdays: 7:30pm to 9:00pm EST
  • Fridays: 7:30pm to 9:00pm EST
Original price was: $1,800.00 CAD.Current price is: $1,100.00 CAD.
$1,100.00 CAD $1,800.00 CAD
Enrollment validity: Lifetime

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