Building a Mutual Funds Advisory Practice (BMAP)


Successful mutual fund reps understand that a client’s financial needs and objectives shift over time. This means their financial and investment plans must be adaptable and meet regulatory and ethical standards. If representatives really want to stand out to clients they need to broaden their knowledge of the financial products and tools available to assess what’s best for today’s clients.

The Building a Mutual Funds Advisory Practice (BMAP) course will provide independent mutual fund advisors with the opportunity to think critically about their practice. By taking this course mutual fund advisors will obtain better practice management techniques by developing an action plan to grow their book of business. Advisors will learn how to apply a systematic approach to investment management including portfolio theory, strategic asset allocation and rebalancing. They will also be able to better explain the structures, risks and benefits of various products and be able to compare them to mutual funds as well evaluate their suitability for the investor.

What skills will you develop?

Upon completion of this course, you will be able to:

  • Implement effective selling techniques to grow your book of business
  • Improve your networking techniques
  • Identify the right clients for growing your business
  • Turn theory into practice by developing a business plan
  • Develop skills to identify client needs and constraints
  • Improve your understanding of regulatory requirements
  • Identify opportunities and risks of investment products

Who should enrol?

The Building a Mutual Funds Advisory Practice course will benefit mutual fund representatives, mutual fund sales representatives, or Insurance Sales Agents in a private practice. The course will also appeal to those who are on the path to the Certificate in Advanced Mutual Fund Advice. It will appeal to anyone interested in becoming a financial planner or earning the CFP® or PFP® industry designation.

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