Mutual Funds & ETFs: Comprehensive Investing Program
Ready to transform your finances?
It's time to take control
Thinking of investing in a mutual fund or ETF but can't make sense of it? Whether you are a new investor or a seasoned one, this fun easy-to-understand class will demystify how mutual funds and ETFs work and give you a serious advantage when it comes to picking the right investment.
As you learn each topic, test it out right away in a risk-free way through our simulated trading environment called the Global Investment Challenge with real-time updates from Wall Street. Learn firsthand about which investment is right for you by investing in them! In no time you will become an Investment Pro!
In this course, you will learn
- How Mutual Funds & ETFs work and how they are structured
- How to pick a mutual fund / ETF that meets your needs
- How pros and cons of investing in mutual funds and ETFs
- How charges in mutual funds and ETFs work
- How to invest in Geographical Regions & Sectors to invest in
- How to read mutual fund and ETF data and compare them.
- And so much more!
What you get in the Program
Our innovative program simulates a real trading environment
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Easy to understand
Our programs are for everyone. Lessons are simple and taught with a variety of learning styles in mind.
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Real World Applications
Complete interactive activities to help you build confidence in your new skills and knowledge.
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Engaging Discussions
Have a question or an idea you want to share? Join one of the discussion zones, available in each chapter.
Learn Now
Buy now and master Mutual Funds & ETFs in no time!
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Purchase Now
$20.00 / month with 2 day free trial
Regular price
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Purchase Now
$35.00
One time price
Course curriculum
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01
Introduction
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Welcome to this course!
FREE PREVIEW -
Explorer Hop's Financial Literacy Expertise
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Why is Financial Literacy Important
FREE PREVIEW -
Girls Left Behind when it comes to Money
FREE PREVIEW -
Intro Survey
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Style ETFs and How To Read the Style Box
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Commodity ETFs
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Fixed Income Bond ETFs
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Pros of investing in an ETF
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Cons of investing in an ETF
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ETF Price vs. NAV
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02
Chapter 1 Mutual Fund Basics
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What is a Mutual Fund?
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How does a Mutual Fund work?
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What’s the difference between a mutual fund and a stock or savings account?
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Game time! What's the difference? Matching Game
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Who manages the money in a Mutual Fund?
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How do you buy a mutual fund?
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Interactive video: How do you buy a mutual fund?
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Game time! Drag and Drop
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How Do Investors Make Money?
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Test Your Learning
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03
Chapter 2 Types of Mutual Funds
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Types of Mutual Funds
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Money Market Funds
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Equity Funds
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Fixed Income Funds
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Balanced Funds
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Game time! Crossword
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Test your learning
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04
Chapter 3 Pros & Cons of Mutual Funds
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Pros of Investing in a Mutual Fund
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Cons of Investing in a Mutual Fund
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Game time! Drag and Drop
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Test your learning
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05
Chapter 4 Using Morningstar
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Getting Started with Morningstar
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Finding a mutual fund
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Breaking down Morningstar
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Game time! Image Hotspots
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Mini Investment Challenge
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Testing your learning
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Global Investment Challenge: Let's start Investing!
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06
Chapter 5 MER & NAV
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What is NAV?
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Mini Investment Challenge
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What is MER?
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Game time! Matching Game
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Mini Investment Challenge
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Test your learning
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Global Investment Challenge! Let's start Investing!
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07
Chapter 6 Deep Dive into Fees
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Breaking Down the Management Expense Ratio MER
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Sales Loads
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Game time! Drag and Drop
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Test your learning
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Global Investment Challenge. Let's Start Investing!
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08
Chapter 7 Mutual Fund Ratings
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Mutual Funds Ratings & Holdings Turnover
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Game time! Pick and choose.
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Mini Investment Challenge
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Testing your learning
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Global Investment Challenge. Let's Start Investing!
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09
Chapter 8 Final Considerations
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Final Considerations Before Buying
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Game time! Review!
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10
Chapter 9 Active & Passive Management
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What is Active and Passive Management
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Different Goals of Management
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MER for Active vs Passive Management
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Test Your Learning
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Game time! Drag and Drop
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11
Chapter 10 Geographical Zones
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Investing in Different Regions
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Developed, Emerging, and Frontier Markets
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Geographical Zones Part 1
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Geographical Zones Part 2
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Game time! Matching game
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Test Your Learning
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Global Investment Challenge. Let's Start Investing!
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12
Chapter 11 Sector Funds- Intermediate
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What is a Sector
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Why Choose a Sector Fund
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Sectors Part 1
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Sectors Part 2
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Game time! Review!
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Testing Your Learning
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Global Investment Challenge. Let's Start Investing!
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13
Chapter 12 Fund Size
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What is Fund Size? Why is it Important?
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Test Your Learning
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Global Investment Challenge. Let's Start Investing!
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14
Chapter 13 Breaking Down Morningstar
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Asset Allocation
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Test Your Learning
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Interpreting Box Style
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Mini Investment Challenge
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Test Your Learning
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Mutual Fund Sustainability Index
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Mini Investment Challenge
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Test Your Learning
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Morningstar Factor Portfolio
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Game time! Breaking down Morningstar
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Test Your Learning
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Global Investment Challenge. Let's Start Investing!
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15
Chapter 14 Metrics
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Metrics
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Test Your Learning
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Weighted Average
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Style Measures
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Test Your Learning
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Game time! Matching Game
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Test Your Learning
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Global Investment Challenge. Let's Start Investing!
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16
Chapter 15 Performance Graphs
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Performance Graph
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Fund Flow
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Game time! Image hotspot
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Test Your Knowledge
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Global Investment Challenge. Let's Start Investing!
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17
Chapter 16 Status Information
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Mutual Fund Status
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Minimum Initial Investment
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Inception Date
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TTM Yield & YTD Return
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Game time! Matching game
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Mini Investment Challenge
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Test Your Learning
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Global Investment Challenge. Let's Start Investing!
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18
Chapter 17 Fund Classes
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Mutual Fund Classes
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Test Your Learning
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19
Chapter 18 Risk Measures
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Index and Benchmark
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Alpha
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Test Your Learning
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Beta
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Test Your Learning
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R2
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Test Your Learning
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Standard Deviation
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Test Your Learning
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R-squared vs beta
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Test Your Learning
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Sharpe Ratio
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Game time! Pick and choose
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Test Your Learning
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Global Investment Challenge. Let's Start Investing!
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20
Chapter 19 Risk and Return vs. Category
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Morningstar
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Risk vs. Category
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Mini Investment Challenge
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Return vs. Category
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Game time! Image hotspot review
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Test Your Learning
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Global Investment Challenge. Let's Start Investing!
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21
Chapter 20 Analysis Graphs
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Analysis Graph
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Test Your Learning
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22
Chapter 21 Market Volatility Measures
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Morningstar Tab
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Capture Ratios
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Drawdown Percentage
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Game time! Pick and choose
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Test Your Learning
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Global Investment Challenge. Let's Start Investing!
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23
Chapter 22 Introduction to ETFs
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What is a ETF
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What are ETFs?
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Test Your Learning
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Why invest in ETFS
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Why Invest in ETFs?
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Test Your Learning
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Game time! Guess the answer
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24
Chapter 23 Types of ETFs
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Types of ETFs (part 1)
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Types of ETFs (part 2)
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Types of ETFs
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Broad Market ETFs
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Broad Market ETF
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Test Your Learning
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Sector ETFs
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Sector ETFs
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Test Your Learning
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Dividend ETFs
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Dividend ETFs
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Test Your Learning
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Style ETFs and How To Read the Style Box
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Style ETFs and How To Read the Style Box
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Test Your Learning
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Commodity ETFs
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Commodity ETFs
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Test Your Learning
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Fixed IncomeBond ETFs
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Fixed Income/Bond ETFs
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Test Your Learning
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Game time! Mix and Match
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25
Chapter 24 Key Differences Between Mutual Funds & ETFs
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Key differences between mutual funds & ETFs (part 1)
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Mutual Funds & ETFs - Key Differences Part 1
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Test Your Learning
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Key differences between mutual funds & ETFs (part 2)
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Mutual Funds & ETFs - Key Differences Part 2
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Test Your Learning
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Summary Table
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Game time! Drag and Drop
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26
Chapter 25 Pros and Cons of ETFs
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Pros and Cons of ETFs
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Pros
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Cons
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Test Your Learning
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Game time! Pick and choose
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27
Chapter 26 Buying an ETF
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Buying an ETF - video
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ETF Price vs. NAV
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NYSE Arca Market
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Test Your Learning
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Mini Investment Challenge
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Game time! Image hotspot review
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28
Chapter 27 Yield & YTD Daily Total Return
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Yield - video
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Yield
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YTD return - video
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YTD Return
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Mini Investment Challenge
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Game time! Crosswords
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29
Before you go
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Tell us what you thought
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Our Reviews
“Had so much fun and made so much friends!”
“I will start investing now because it was so much fun!”
“I opened my own trading account after e-Camp Millionaire taught me how to invest. When I made a good return on my investment, I cashed out ad donated half to the Ottawa Food Bank. It's important to give back.”
Become a Global Investment Challenge Winner
These kids took our program and saw fabulous results. Are you up for the challenge?
“Veronika was the winner of the Global Investment Challenge (Summer 2021). She started with a virtual portfolio of $30,000 and in three months raised it to over $20 million! She was featured on National Global TV. ”
“Raised his virtual portfolio from $30,000 to $4.4 million in 6 weeks in the Global Investment Challenge (Winer 2021). He was the winner! ”
“Starting with a virtual portfolio of $30,000, raised it to $2.5 million in 3 months. He placed 3rd in the Global Investment Challenge Summer 2021. ”
Join our Global Investment Challenge
Join our Global Investment Challenge and win! The person with the highest portfolio value wins a $100 Amazon gift card.
Learn Now
Buy now and master Mutual Funds & ETFs in no time!
-
Purchase Now
$20.00 / month with 2 day free trial
Regular price
-
Purchase Now
$35.00
One time price
FAQ
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What age is this level for?
The mutual funds & ETF program is for all ages. The easy-to-understand curriculum with interactive simulated training and fun games, allows students to progress through the levels at their own pace, irrespective of age or experience level.
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How is this course taught?
This (virtual) program is designed to be completely self taught. Students progress through the curriculum using a variety of real world applications that simulate experience, utilize creative thinking, and test their knowledge.
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What skills will I learn?
You will master all the fundamental aspects of Mutual Funds and ETFs. You will learn how to invest in them and what to look out for. This knowledge is essential to investing and growing your wealth.
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How will I know what to invest in?
The learning program is set up to guide and teach you how to identify investments that work best for you. Fear not! You have lots of opportunities to test out different investments in our risk-free simulated trading environment.
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How will I get access to the learning platform?
You will receive an e-mail from our tech team, providing you with a PIN and password to access the learning portal. Please keep this information safe. If you need support, you can email [email protected].
