Mastery Of Mutual Funds

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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.

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

00:00
Overview of the Canadian Financial Marketplace

00:00
Overview of Economics

00:00

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

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ALPHA COHORT Timetable

Level

Beginner
Duration

4 weeks
Last Updated

March 2, 2024
Enrollment validity

Enrollment validity: Lifetime
Certificate

Certificate of completion

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