Overview:
In this program you will be able to expand your knowledge and appreciation of mutual funds. In addition to understanding the concept of mutual funds your will also become more versed in: understanding the difference between mutual funds and bank deposits, learning about the constituents and structure of a mutual fund, learning the size and segments of the mutual fund industry as well as measuring fund performance, measuring return, measuring risk, risk-adjusted return, comparing fund performance with a reference, various standardized performance systems, and the limitations of performance measurement and evaluation. Designed by KESDEE, the worlds largest financial e-learning company, each of the courses in the Essentials package have been approved for continuing education credit by the CFP.
Learners who complete a certificate will be able to:
1. Learn about he concept of mutual funds , the basic types of mutual funds , and the difference between mutual funds and bank deposits.
2. Learn about the constituents and structure of a mutual fund
3. Learn about Mutual fund performance , measure return, and the limitations of performance measurement and evaluation
4. Learn about Net Asset Value (NAV)and its importance and how to calculate NAV
5. Learn about factors that have contributed to the industry growth , and fees and expenses.
Courses in Package:
Mutual Funds the Concept
Structure and Constituents of Mutual Funds
Various Types of Fund Products
Accounting and Valuation
Evaluation of performance of Mutual Funds
Trends in Mutual Funds Industry
