Mutual Funds

Course Type: Training Course

This course provides a deep understanding of fund types, strategies, and risk levels. Sample funds are analyzed to connect the relationship between fund type, holdings, investment strategy, risk level, client engagement, and marketing.

Objectives

  • To understand the Mutual Fund product and relevant asset categories

  • To analyze various investment strategies based on client needs

  • To gain knowledge on an array of risk management strategies and regulatory needs of mutual funds

Content

  • Mutual Fund case analysis and client profile

  • Characteristics of Mutual Funds and how they compare to ETF’s

  • Risk, regulation, ratings, and returns

  • Mutual Fund asset allocation strategies and benchmarks

  • Client service simulation - communicating conditions and actions