Mutual Fund Training Courses and Workshops

Schools providing training courses, certificates, diplomas or degree programs of Mutual Fund




Total 32 training courses and degree programs available around the world.

Mutual Fund

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: Online Institute of America
Training Center(s)/Venue(s): Lakeway, United States
  V

Mutual funds are important investment instruments that have been essential to both individual and corporate investors for well over a century. Beginning with a brief overview of basic investment principles and the evolution of mutual funds, this course addresses the fundamentals of mutual funds, how they are categorized, their roles and functions, and their investment characteristics. Compliance and regulatory issues are also examined.

LEARNING OBJECTIVES:
Understand the history of mutual funds.
Know the basic definition and workings of mutual funds.
Recognize the various financial entities that work with mutual funds.
Identify the impact and provisions of the Investment Companies Act of 1940, and its impact on mutual funds.
Recognize different types of mutual funds.
Identify the advantages and disadvantages of investing in mutual funds.
Recognize compliance and regulatory elements governing mutual fund sales and programs.
.

TOPICS COVERED:
•Introduction
•Lesson 1: Mutual Funds
•Less... [Read More]

Mutual Funds - Advanced

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: Online Institute of America
Training Center(s)/Venue(s): Lakeway, United States
  V

Investors have increasingly turned to mutual funds to save for education, retirement and other financial goals. The popularity of mutual funds has resulted in significant industry growth in terms of the number of funds, the variety of funds, and the dollar value of assets under management.
This course presents a complete and comprehensive overview on the topic of mutual funds. It begins with a thorough study of mutual fund characteristics, features and benefits. The course covers several major forms of investment management companies including Unit Investment Trusts (UITs), Open ?end and Closed ?end mutual funds, and Exchange Traded Funds (ETFs).

Postgraduate Diploma in Business with Mutual Funds

Course Format: Online / Virtual Classroom / Webinar
School/Trainer: Event Management Training
Training Center(s)/Venue(s): London, United Kingdom
  V

This distance learning Diploma in Business with Mutual Fund Management will provide comprehensive grounding in managerial disciplines.

This Postgraduate Diploma gives students an extensive and comprehensive insight into topics related to business management, including operations management, marketing, mathematics and statistical analysis, accounting, economics, performance in the workplace, employee relations, mutual funds and entrepreneurial skills.

By the time you have completed this course you will have a broad base of practical skills that will enable you to be an effective, productive business manager.

NISM Mutual Funds AMFI Stock Market Financial Planning Workshop (Certificate)

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: VRIDHI Training
Training Center(s)/Venue(s): Chennai, India

Complete Training institute for all Financial Market certifications

Personal Finance

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: The Naveen Jindal School of Management
Training Center(s)/Venue(s): Dallas, United States

Examination of personal financial management and planning issues, with an emphasis on the integration of personal savings and investment decisions with life insurance programs and estate planning. Topics covered include the role of property, health, life insurance, tax-deferred investment vehicles, as well as fixed income and equity investment alternatives such as mutual funds.

Investments

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Alliant International University
Training Center(s)/Venue(s): San Diego, United States

Study of stocks, bonds, mutual funds, treasury and other government bonds, gold and other commodities, real estate and collectibles.

Mutual Funds

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Vancouver Island University
Training Center(s)/Venue(s): Nanaimo, Canada

A study of the principles of securities markets and portfolio management in general and mutual funds in particular. Topics covered will include preparing for and taking the licensing exam for the Canadian Investment Funds Course.

Mutual Funds

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Suffolk University Sawyer Business School
Training Center(s)/Venue(s): Boston, United States

This course introduces students to the mutual fund industry and its evolution into the brokerage business. The course focuses on developing this foundation knowledge through classroom discussions and case analysis with guest experts in the various aspects of mutual funds.

Canadian Investment Funds (Mutual Funds)

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Centennial College School of Continuing Education
Training Center(s)/Venue(s): Toronto, Canada
  V

This in-class course covers the material in the Canadian Investment Funds Course textbook, offered by the Canadian Securities Institute. It is intended to help prepare you to write the Investment Funds in Canada (IFIC) exam, administered by CSI. IFIC is the compulsory licensing for those wishing to work in the financial services industry as mutual fund salespersons. This course will help mutual fund representatives guide clients in selecting mutual funds and other related products. It will also equip you to confidently describe and determine the risk and return characteristics of various mutual fund classes. You will study product suitability and the underlying principle of consumer protection regulations. This will ultimately lead to providing superior client service with respect to mutual fund investments.

Mutual Funds

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Nova Scotia Community College Kingstec Campus
Training Center(s)/Venue(s): Kentville, Canada

This course is designed to provide the learner with the understanding necessary to write a mutual fund licensing exam through the Canadian Securities Institute. This license is the ideal starting point for a career in the Financial Services industry.

Mutual Funds

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Sacred Heart University
Training Center(s)/Venue(s): Fairfield, United States
  V

Provides a thorough analysis of the mutual fund industry by examining the structure and operation of mutual funds. Topics include: history of mutual funds, types of mutual funds, regulation of mutual funds, portfolio management and equity trading, mutual fund marketing and servicing shareholders. The principle teaching technique is lecture accompanied by class discussions, exercises and case studies.

Mutual Fund Investing

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Schoolcraft College
Training Center(s)/Venue(s): Livonia, United States
  V

Mutual funds are a very popular investment choice. Yet, most investors don’t have a strong understanding of what they are and how they work. Increase your knowledge beyond the basics to include how mutual funds and exchange-traded funds (ETF) are structured and categorized, how to evaluate them for the purpose of structuring a diversified portfolio, and how to periodically monitor your funds.

Mutual Fund Portfolio Management

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: BIFM Society for Education and Research
Training Center(s)/Venue(s): New Delhi, India

BIFM Society for Education and Research is running a training course/program about Mutual Fund Portfolio Management, or has provided such training courses/programs before. Please visit the official website of BIFM Society for Education and Research to check the availability of this course.

Strategic Investment Management

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Asian Institute of Management
Training Center(s)/Venue(s): Makati City, Philippines
  V

The course covers the syllabus of general investment management and builds an extensive understanding of specialized areas such as the management of equity and bond portfolios, company and project valuation, commodities and foreign exchange products, alternative investments including derivatives and structured products, and hedge funds.

Key topics:
?Corporate Finance ?Investment Decision Criteria
?Project Analysis and Evaluation
?Cost of Capital
?Capital Structure and Leverage
?Dividend and Dividend Policy
?Corporate Valuation Implications to Dividends

?Portfolio Theory and Asset Allocation Decision: the Portfolio Management Process
?Portfolio Management: Market Portfolio (Theory vs. Practice)
?Equity Analysis and Equity Portfolio Management
?Fixed Income Analysis and Fixed Income Portfolio Management
?Risks and Rewards of Core Investment Products - Money Market, Bonds, Equity Investments, Forex Products and Commodities
?Derivative Applications
?Alternative investments: Hedge Funds, Mutual Funds and Real Esta... [Read More]

Secrets of Wealth Accumulation

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Washtenaw Community College
Training Center(s)/Venue(s): Ann Arbor, United States
  V

Learn some of the most important secrets of wealth accumulation. Gain basic insight into investing in stocks, bonds, mutual funds and exchange-traded funds, as well as real estate and other financial vehicles. Examine fundamental principles which can help an individual accumulate real wealth over time. Explore the psychology of investing and gain historical perspective on the stock market and the world economy. Look at such diverse topics as different types of stocks, bonds and funds; concepts such as asset allocation, tax deferral, tax deductibility, and tax-free income; the different types of qualified plans; real estate investing in general; basic information about commodities; the role of insurance in financial and estate planning; a brief overview of the history of the stock market; some discussion of the global economy; and how to use various free financial websites.

Basics of Investing: The Stock Market, Mutual Funds, and Bonds

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Millsaps College
Training Center(s)/Venue(s): Jackson, United States

Learn about ways to grow financially. Mark Maxwell will attempt to demystify stocks, bonds, annuities, mutual funds, options, timing, markets, taxation, tax shelter, and qualified plans. Using the internet for research and investing and point and figure stock charting will also be covered.

NSE Certification in Financial Markets

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Finance World
Training Center(s)/Venue(s): Bangalore, India
  V

We offer the following Finance related Knowledge Courses:
1. NSE’s Certification on Financial Markets (NCFM) ?The key NCFM modules covered include:
i. Financial Markets: Beginner’s Module
ii. Securities Markets: Basic Module
iii. Capital Markets: Dealer’s Module
iv. Mutual Funds: Beginner’s Module
v. Commercial Banking in India: Beginner’s Module
vi. Derivatives Market: Dealer’s Module
vii. Commodities Market
2. Understanding Stock Markets
3. Stock Markets ?Technical Analysis
4. Personal Financial Planning
5. Certified Financial Planner (CFP) Certification
6. Finance Basics for Juniors (Money, Spending, Earning, Saving, Investing, Giving, Economy)

Management of Mutual Funds

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: ITM Executive Education Centre
Training Center(s)/Venue(s): Mumbai, India

Please click on the training course title to find contact information and links to ITM Executive Education Centre's website.

How to Pick Stocks , Bonds , and Mutual Funds for your own Portfolio Workshop

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: City College of San Francisco Continuing Education
Training Center(s)/Venue(s): San Francisco, United States
  V

This workshop discusses what information to consider in evaluating individual stocks, bonds and mutual funds. Individuals taking the class should have at least a basic exposure to investing. The class will help individuals obtain more detailed information and knowledge in making portfolio decisions. The class will take the seemingly complex and confusing terms and concepts associated with individual security analysis and explain these terms and concepts in a way that is easy to understand. Student participation and questions throughout the class will be highly encouraged so that everyone gets the most out of the class

FUNDAMENTALS OF INVESTING

Course Format: Public Course / Instructor-Led / Open Enrollment
School/Trainer: Fresno City College
Training Center(s)/Venue(s): Fresno, United States

How to implement investment goals in light of risk-return tradeoffs. Includes strategies for investments in government securities, corporate bonds, stocks, mutual funds and commodities

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