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Essentials of Mutual Funds

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 world’s largest financial e-learning company, each of the courses in the Essentials package has been approved for continuing education credit by the CFP.

Courses included in certificate

  • Accounting and Valuation
  • Evaluation of Performance of Mutual Funds
  • Mutual Funds the Concept
  • Structure and Constituents of Mutual Funds
  • Trends in Mutual Funds Industry
  • Various Types of Fund Products