Overview
The Mutual Funds and Investment course at Silver Oak College prepares you to enter the financial services industry with confidence. You will learn about mutual funds, investment strategies, and client relationship management while preparing for industry licensing exams. This course gives you the tools to provide clients with informed investment solutions.
What You’ll Learn
- Fundamentals of investments and financial markets
- Structure and operation of mutual funds
- Securities regulations and compliance requirements
- Client risk assessment and financial goal-setting
- Portfolio diversification and asset allocation
- Ethics and professional conduct in financial advising
- Exam preparation for mutual funds licensing
Program Format & Duration
- Type: Licensing Preparation Certificate
- Delivery: Online
- Duration: ~10–14 weeks (varies by intake)
- Schedule: Asychronized
- Note: Completion prepares students for industry licensing exams.
Certifications Included (where applicable)
- Mutual Fund Licensing Exam Preparation Certificate
- Ethics & Professional Standards workshop
Admission Requirements
Domestic Applicants
- Government-issued photo ID
- High school diploma or equivalent
- English proficiency appropriate for coursework
International Applicants
- Valid passport and study authorization
- Translated academic documents if required
- Proof of English proficiency (IELTS/TOEFL or Silver Oak College test)
Career Outcomes
- Mutual Fund Representative
- Investment Advisor Assistant
- Financial Services Representative
- Wealth Management Support Staff
Typical Employers: Banks, credit unions, investment firms, financial advisory practices.
Why Choose Silver Oak College
- Curriculum aligned with licensing exam requirements
- Instructors with professional financial services backgrounds
- Practical case studies and mock exams included
- Flexible schedules to fit working professionals
- Career support and licensing guidance
