Finance & Accounting Online Course by Udemy, On Sale Here
Learn the basics of mutual funds, different types, key terms, players and operational aspects to get investment ready
An excellent training about Investing & Trading
Level 1 – Mutual Fund Investing Masterclass
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 FundsAsset Classes StocksBonds Commodities Funds IndexTypes of Mutual Funds Equity Funds Debt Funds Balanced or Hybrid Funds Fund of Funds Exchange Traded Funds Index FundEquity 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 FundDebt Funds Gilt Fund Corporate Debt Fund Credit Rating Based Funds Sectoral Debt Funds Multi-Duration Funds Duration Based Fund Floater FundBalanced or Hybrid Funds Conservative Funds Balanced Funds Aggressive Funds Multi-Asset Funds Arbitrage FundsFund of Funds Global Equity Fund Debt Oriented Fund Exchange Traded Funds Sectoral Funds Asset Allocator FundsExchange Traded Funds Index Fund Gold Fund Sectoral Index FundThe Players Regulators Associations Independent Financial Advisor The National Distributor Brokers Investors Fund Manager Asset Management Company Banks Index Providers ExchangesBasic 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 ManagerInvestment Risk Interest Rate Risk Credit Risk Liquidity Risk Domestic Market Risk Unsystematic Risk Global Market Risk Currency RiskMutual Fund Management Cost Investment Management Fee Advisory & Research Fee Transaction Fee Taxes Operational & Distribution CostsFund 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 ModesStandard 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 1: This course and all of its contents and future updates, are partly owned, managed & represented by the TurtleShells trademark owned by TurtleShells Financial Consultants OPC Pvt. Ltd. registered in India, having the CIN(Corporate Identification Number): U74999MH2019OPC330582 & GST (Goods & Services Tax) Identification Number: 27AAHCT5160G1Z9. Mr. Rohit Musale, CFAis the 100% Owner & Shareholder of TurtleShells Financial Consultants OPC Pvt. Ltd. Note 2: This course and all of its contents and future updates, are partly owned, managed & represented by the CurlyDreams Digital Services OPCPvt. Ltd. registered in India, having the CIN(Corporate Identification Number): U92490KA2020OPC141518 & TAN(Tax Account Number) :BLRC20856D. Ms. Rashmi Musaleis the 100% Owner & Shareholder of CurlyDreams Digital Services OPCPvt. Ltd.
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