Level 1 - Mutual Fund Investing Masterclass
Level 1 - Mutual Fund Investing Masterclass
Duration: 5h 30m | .MP4 1280x720, 30 fps(r) | AAC, 44100 Hz, 2ch | 4.99 GB
Genre: eLearning | Language: English
Duration: 5h 30m | .MP4 1280x720, 30 fps(r) | AAC, 44100 Hz, 2ch | 4.99 GB
Genre: eLearning | Language: English
Learn the basics of mutual funds, different types, key terms, players and operational aspects to get investment ready
What you'll learn
Introduction to mutual fund investing
Why invest in mutual fund
Investment goals
History of mutual funds
Different types of mutual funds and their peculiarities
Key terminologies and players that any investor should know
Key risks/costs involved in mutual fund investing
How to select a fund for investment
Operational aspects of mutual fund investing
Key things to know to become INVESTMENT READY
Requirements
An open mind
Motivation to learn
Good internet connection
Be able to read and understand English Language
Willingness to take action
Description
This course is designed for a global audience and not to any particular domestic market. The concepts you will learn here are universal in nature and can be applied to any market in the world.
The Mutual Fund Investing Masterclass Program is a program that aims to help you achieve your financial goals in life.
The primary objective of the Level 1 - Mutual Fund Investing Masterclass is to make you "investment ready".
So, by the time you are done with this course, you will be ready to start investing in mutual funds.
Following are the topics covered in this course :
Introduction to Mutual Funds
3 Main Investment Goals
Broad Asset Types
The Mutual Fund
Quick History of Mutual Funds
Why Mutual Funds
Asset Classes
Stocks
Bonds
Commodities
Funds
Index
Types of Mutual Funds
Equity Funds
Debt Funds
Balanced or Hybrid Funds
Fund of Funds
Exchange Traded Funds
Index Fund
Equity Funds
Diversified Equity Fund
Thematic / Sectoral / Speciality Fund
Value Funds
Dividend Funds
Contra Funds
Tax Saving Fund
Focused Equity Fund
Large Cap Fund
Midcap Fund
Small Cap Fund
MultiCap Fund
Debt Funds
Gilt Fund
Corporate Debt Fund
Credit Rating Based Funds
Sectoral Debt Funds
Multi-Duration Funds
Duration Based Fund
Floater Fund
Balanced or Hybrid Funds
Conservative Funds
Balanced Funds
Aggressive Funds
Multi-Asset Funds
Arbitrage Funds
Fund of Funds
Global Equity Fund
Debt Oriented Fund
Exchange Traded Funds
Sectoral Funds
Asset Allocator Funds
Exchange Traded Funds
Index Fund
Gold Fund
Sectoral Index Fund
The Players
Regulators
Associations
Independent Financial Advisor
The National Distributor
Brokers
Investors
Fund Manager
Asset Management Company
Banks
Index Providers
Exchanges
Basic Terminologies
AUM
Age / Inception Date
Unit
Fund Options / Share Class
Fund Type : Open Vs Closed
NAV
CAGR
Benchmark
Investment Objective
Fund Description
Min. Purchase Amount
Entry Load
Exit Load
Min. Redemption Amount
Total Expense Ratio
Suitability
Fund Manager
Investment Risk
Interest Rate Risk
Credit Risk
Liquidity Risk
Domestic Market Risk
Unsystematic Risk
Global Market Risk
Currency Risk
Mutual Fund Management Cost
Investment Management Fee
Advisory & Research Fee
Transaction Fee
Taxes
Operational & Distribution Costs
Fund Selection Basics
Mutual Funds on Risk Spectrum
Mutual Fund Risk Profile
Equity Mutual Fund Basic Investment Styles
Operational Aspects of Investing
KYC
Traditional Distribution Channels
Online Channels
Investment Modes
Standard Disclaimer : The material presented here is for educational purposes only. Please do proper due diligence. There are risks involved in markets and hence investments in mutual funds. Returns are never guaranteed. The concepts discussed in this course are applicable to any mutual fund industry in the world. However, the terminology may differ for different countries or markets. No representation or warranty is made as to the accuracy, completeness or fairness of the information and opinions contained herein. This course does not endorse any fund house or any mutual fund scheme.
Note : This course and all of its contents and future updates, are partly owned, managed & represented by the CurlyDreams Digital Services OPC Pvt. Ltd. registered in India, having the CIN (Corporate Identification Number): U92490KA2020OPC141518 & TAN (Tax Account Number) : BLRC20856D. Ms. Rashmi Musale is the 100% Owner & Shareholder of CurlyDreams Digital Services OPC Pvt. Ltd.
Who this course is for:
Anyone who wants to create wealth for yourself and family
Anyone who wants to generate regular income
Anyone with financial goals like buying a car, buying a house, going on a vacation, etc.
A housewife who manages family finances
Smart millennials who are interested in financial planning
Retired person interested in creating a regular income source
Family person who has financial responsibility
More Info