Finance & Accounting Online Course by Udemy, On Sale Here
Learn asset allocation, investment management, selection of funds, fund houses & advisors. Prepare to take action steps
An excellent training about Investing & Trading
Level 2 – 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 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 AdvisorInvestment Management Basics The Power of Compounding Investment Discipline Investing Psychology Asset Allocation Diversification Portfolio Monitoring Changes to Investment Plan Performance AssessmentMarket 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 MarketBefore You Hire an Investment Advisor Industry Experience & Background Location Past Performance Client Testimonials Market Expertise Operational Resources Employees Client Profile Digital Footprint Fee StructureFund House Selection Market Position Assets Under Management Experienced Managers Product Portfolio Client Testimonials Research Capabilities Overall Performance Investor Education Operational Ease for InvestorFund Selection Fund Inception Date Assets Under Management Benchmark Fund Manager Profile Fund Category Risk Profile Past Performance Suitability Category Performance Critical Assessment Expected ReturnKey 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 CoursesAction 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 EducationStandard 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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