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Mutual Funds & ETFs: Comprehensive Investing Program

Regular price $35.00

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Thinking of investing in Mutual Funds or ETFs? Let's dive in and get pro-knowledge! 

It's time to take control!

Whether you are a new investor or a seasoned one, this fun easy-to-understand class will demystify how Mutual Funds & ETF work and get give you a serious advantage when it comes to picking the right investment.

Play the Virtual Global Investment Challenge linked directly to Wall Street and get trained to find the right investments for you.

WHAT WILL YOU LEARN? 

This course you will get an overview of investing in mutual funds and ETFs, from pros and cons to essential things to consider when investing in them, such as NAV and MER, and how that would change depending on portfolio management.

To further develop an understanding of the value of a mutual fund, the course dives into explaining various types of mutual funds, how they work and how you can buy them. To further this understanding, a discussion also takes place surrounding the differences between mutual funds and a stock/savings account.

Analyzing and understanding mutual funds in different geographical zones around the world as well as understanding the different sectors follows. As we reach the end of this course, this program will explore the differences between active and passive portfolio management before concluding with an assessment of analysis methods like financial metrics, style measures, and risk measures on Morningstar, which can help the students get a clearer picture of what they’re potentially putting their investment into.

COURSE DESCRIPTION: 

This course examines the importance of investing by focusing on Mutual Funds and ETFs. Students will learn about different types of funds, Net Asset Value, Management Expense Ratio, Sectors, Metrics, Risk Measures, and Exchange Traded Funds. 

Learn Hands-on investing in mutual funds by buying and selling mutual funds on our virtual trading platform. 

PREREQUISITE(S): Learn to Trade (ENCM01)

LEARNING GOALS: 

  • Understanding Mutual Funds & ETFs
  • Understanding how to buy and sell Mutual Funds
  • Understanding costs involved with Mutual Funds & ETFs
  • Understanding how to read Mutual Funds & ETF data.

INSTRUCTION TYPE: 

This is an online self-learning program. No live instruction is included in this program. 

    *Topics Covered:*
    1) Learn about multiple types of ETFs and why you should consider them as part of your investment portfolio
    2) Understand the pros and cons of investing in ETFs
    3) Understand how ETF pricing works, and learn to consider NAV when investing in ETFs
    4) Learn about various types of mutual funds, including how they work, how you can buy them, and their status information
    5) Be aware of the pros and cons of investing in mutual funds
    6) Learn about the differences between mutual funds and a stock/savings account
    7) Understand the management of mutual funds
    8) Understand what MER is and its importance when investing in mutual funds
    9) Learn key differences between mutual funds and ETFs
    10) Find and understand mutual funds in different geographical “zones” and sectors
    11) Active and Passive Management
    12) Understand the difference between active and passive portfolio management and their goals
    13) Learn how the MER differs in active and passive management
    14) Determine the value of a mutual fund using 15) Morningstar
    16) Financial Metrics
    17) Style Measures
    18) Performance and analysis graphs
    19) Risk Measures
    20) Market Volatility Measures

    1) A device with access to the internet

    2) Paper and pencils

    After you purchase, you will receive an email to access the course at the Explorer Hop Learning Portal.

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