Level 2 - Mutual Fund Investing Masterclass
Level 2 - Mutual Fund Investing Masterclass
Duration: 3h 41m | .MP4 1280x720, 30 fps(r) | AAC, 44100 Hz, 2ch | 3.71 GB
Genre: eLearning | Language: English
Duration: 3h 41m | .MP4 1280x720, 30 fps(r) | AAC, 44100 Hz, 2ch | 3.71 GB
Genre: eLearning | Language: English
Learn asset allocation, investment management, selection of funds, fund houses & advisors. Prepare to take action steps
What you'll learn
Key things to know before you start investing
Key investment management basics
Power of compounding
Investing Psychology
Key aspects and know hows of market
How to choose an investment advisor
How to evaluate a fund manager
How to select a mutual fund
Where to find mutual fund information and regular updates
Key TO DOs to get started
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 2 - Mutual Fund Investing Masterclass is to help you "Strategise Your Investments"
So, by the time you are done with this course, you will have a far better understanding of Investment Planning & Asset Allocation in the context of Mutual Funds.
Following are the topics covered in this course :
Factors to Consider Before You Start Investing
Investment Plan
Investable Assets
Goals
Time Horizon
Risk
Return Expectation
Age Group
Taxes
Liquidity
Legal Constraints
Special Situations
Lumpsum Investment
Regular Investment
Portfolio Review Frequency
Investment Advisor
Investment Management Basics
The Power of Compounding
Investment Discipline
Investing Psychology
Asset Allocation
Diversification
Portfolio Monitoring
Changes to Investment Plan
Performance Assessment
Market Overview
Sectors
Economic Cycles
Technological Changes
Regulatory Framework
Global Market
Challenges
Opportunities
Interest Rates
The Stock Market
The Bond Market
The Commodities Market
The Real Estate Market
Before You Hire an Investment Advisor
Industry Experience & Background
Location
Past Performance
Client Testimonials
Market Expertise
Operational Resources
Employees
Client Profile
Digital Footprint
Fee Structure
Fund House Selection
Market Position
Assets Under Management
Experienced Managers
Product Portfolio
Client Testimonials
Research Capabilities
Overall Performance
Investor Education
Operational Ease for Investor
Fund Selection
Fund Inception Date
Assets Under Management
Benchmark
Fund Manager Profile
Fund Category
Risk Profile
Past Performance
Suitability
Category Performance
Critical Assessment
Expected Return
Key Information Sources
Comparison Websites
Fund Factsheet
Mobile Platforms
Financial Media
Investment Seminars
Online Events
Fund House Presentations
Fund House Conference Calls
Investor Meets
Investment Advisor
Books & DVDs
Investor Education Sites
Online Courses
Action Steps
Decide What You Want
Prepare a Basic Investment Plan
Start Talking to Potential Advisors
Start Fund House Selection
Start Comparing Funds
Invest in Your Education
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