Level 1 Mutual Fund Investing Masterclass

Level 1 – Mutual Fund Investing Masterclass, available at $54.99, has an average rating of 4.45, with 122 lectures, 14 quizzes, based on 98 reviews, and has 481 subscribers.

You will learn about 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 This course is ideal for individuals who are Anyone who wants to create wealth for yourself and family or Anyone who wants to generate regular income or Anyone with financial goals like buying a car, buying a house, going on a vacation, etc. or A housewife who manages family finances or Smart millennials who are interested in financial planning or Retired person interested in creating a regular income source or Family person who has financial responsibility It is particularly useful for Anyone who wants to create wealth for yourself and family or Anyone who wants to generate regular income or Anyone with financial goals like buying a car, buying a house, going on a vacation, etc. or A housewife who manages family finances or Smart millennials who are interested in financial planning or Retired person interested in creating a regular income source or Family person who has financial responsibility.

Enroll now: Level 1 – Mutual Fund Investing Masterclass

Summary

Title: Level 1 – Mutual Fund Investing Masterclass

Price: $54.99

Average Rating: 4.45

Number of Lectures: 122

Number of Quizzes: 14

Number of Published Lectures: 122

Number of Published Quizzes: 14

Number of Curriculum Items: 136

Number of Published Curriculum Objects: 136

Original Price: $19.99

Quality Status: approved

Status: Live

What You Will 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

Who Should Attend

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

Target Audiences

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

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 your own proper due diligence. There are risks involved in markets and 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. We are not registered investment advisors with any regulator or institution in the world. We do not provide any buy/sell recommendations. We do not provide any investment tips or trading tips. We do not provide investment advice. All of our content here is for educational purposes only. Please do your own due diligence before making any financial decision.

Course Curriculum

Chapter 1: Introduction

Lecture 1: Course Objective & Contents

Lecture 2: Know Your Instructor #1

Lecture 3: Know Your Instructor #2

Lecture 4: Making the Best Use of this Program

Lecture 5: 3 Main Investment Goals

Lecture 6: Broad Asset Types

Lecture 7: The Mutual Fund

Lecture 8: Practical Illustration : What is a Mutual Fund

Lecture 9: Quick History of Mutual Funds

Lecture 10: Why Mutual Funds

Chapter 2: Asset Classes

Lecture 1: Introduction

Lecture 2: Stocks

Lecture 3: Bonds

Lecture 4: Commodities

Lecture 5: Funds

Lecture 6: Index

Chapter 3: Types of Mutual Funds

Lecture 1: Introduction

Lecture 2: Equity Funds

Lecture 3: Debt Funds

Lecture 4: Balanced / Hybrid Funds

Lecture 5: Fund of Funds

Lecture 6: Exchange Traded Funds

Lecture 7: Index Fund

Lecture 8: Practical Illustration : Types of Mutual Funds

Chapter 4: Equity Funds

Lecture 1: Introduction

Lecture 2: Diversified Equity Fund

Lecture 3: Thematic / Sectoral / Speciality Fund

Lecture 4: Value Fund

Lecture 5: Dividend Fund

Lecture 6: Contra Funds

Lecture 7: Tax Saving Fund

Lecture 8: Focused Equity Fund

Lecture 9: Large Cap Fund

Lecture 10: Midcap Fund

Lecture 11: Small Cap Fund

Lecture 12: MultiCap Fund

Lecture 13: Practical Illustration : Types of Equity Funds

Chapter 5: Debt Funds

Lecture 1: Introduction

Lecture 2: Gilt Fund

Lecture 3: Corporate Debt Fund

Lecture 4: Credit Rating Based Funds

Lecture 5: Sectoral Debt Funds

Lecture 6: Multi-Duration Funds

Lecture 7: Duration Based Fund

Lecture 8: Floater Funds

Lecture 9: Practical Illustration : Types of Debt Funds

Chapter 6: Balanced Funds or Hybrid Funds

Lecture 1: Introduction

Lecture 2: Conservative Funds

Lecture 3: Balanced Funds

Lecture 4: Aggressive Funds

Lecture 5: Multi-Asset Funds

Lecture 6: Arbitrage Funds

Lecture 7: Practical Illustration : Types of Hybrid Funds

Chapter 7: Fund of Funds

Lecture 1: Introduction

Lecture 2: Global Equity Fund

Lecture 3: Debt Oriented Fund

Lecture 4: Exchange Traded Funds

Lecture 5: Sectoral Funds

Lecture 6: Asset Allocator Funds

Lecture 7: Practical Illustration : Types of Fund of Funds

Chapter 8: Exchange Traded Funds

Lecture 1: Introduction

Lecture 2: Index Fund

Lecture 3: Gold Fund

Lecture 4: Sectoral Index Fund

Lecture 5: Practical Illustration : Index & ETF Funds

Chapter 9: The Players

Lecture 1: Introduction

Lecture 2: Regulators

Lecture 3: Associations

Lecture 4: Independent Financial Advisor

Lecture 5: The National Distributor

Lecture 6: Brokers

Lecture 7: Investors

Lecture 8: Fund Manager

Lecture 9: Asset Management Company

Lecture 10: Banks

Lecture 11: Index Providers

Lecture 12: Exchanges

Chapter 10: Basic Terminologies

Lecture 1: Introduction

Lecture 2: AUM

Lecture 3: Age / Inception Date

Lecture 4: Unit

Instructors

Rashmi Musale
Digital Course Creator I Entrepreneur I Podcast Show Host

Rohit Musale, CFA
Stock Market Trading Education

Rating Distribution

1 stars: 0 votes

2 stars: 0 votes

3 stars: 11 votes

4 stars: 36 votes

5 stars: 51 votes

Frequently Asked Questions

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