Mutual funds and asset management bring professional investment to millions, pooling capital to access diversified, expertly managed portfolios. This program equips participants to understand mutual funds and asset management, covering how funds work, how they are managed, and how they fit into investment strategy.
As asset management remains a major industry, professionals who understand mutual funds are valued across finance and distribution. This course combines fund fundamentals with asset management practice and introduces emerging trends in passive and digital investing.
Course Objectives
Upon the successful completion of this program, attendees will be able to:
- Understand mutual funds and asset management concepts
- Understand types of mutual funds
- Understand fund structures
- Apply net asset value (NAV)
- Understand fund management styles
- Apply active and passive management
- Understand fund investment strategies
- Apply fund selection criteria
- Assess fund performance
- Understand fund fees and costs
- Apply fund risk assessment
- Understand fund distribution
- Apply fund regulation
- Understand ETFs and index funds
- Apply funds in portfolios
- Apply emerging trends in passive and digital investing
Course Outline
- Module 1: Mutual Funds & Asset Management Concepts
- Module 2: Types of Mutual Funds
- Module 3: Fund Structures
- Module 4: Net Asset Value (NAV)
- Module 5: Fund Management Styles
- Module 6: Active vs Passive Management
- Module 7: Fund Investment Strategies
- Module 8: Fund Selection Criteria
- Module 9: Fund Performance Assessment
- Module 10: Fund Fees & Costs
- Module 11: Fund Risk Assessment
- Module 12: Fund Distribution
- Module 13: Fund Regulation
- Module 14: ETFs & Index Funds
- Module 15: Emerging Trends: Passive & Digital Investing
Who Should Attend
This course is intended for finance professionals, advisors, distributors, and investors who want to understand mutual funds and asset management. A basic finance foundation is helpful.
Registration & Inquiry
For more details & inquiry, please contact us at:
