MUTUAL FUNDS
Specialization | 7 Course Series | 3 Mock Tests
This Mutual Funds Training includes 7 courses with 18+ hours of video tutorials and One year access and several mock tests for practice. The course is designed in a phased manner to cover the important aspects relating to the classification, management, accounting, structure, and taxation of Mutual Funds.It will cover major concepts of Mutual Funds that every person related to the investment field shall be aware of.
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What you'll get
- 18+ Hours
- 7 Courses
- Mock Tests
- Course Completion Certificates
- One year access
- Self-paced Courses
- Technical Support
- Mobile App Access
- Case Studies
Synopsis
- Courses: You get access to all 7 courses, Projects bundle. You do not need to purchase each course separately.
- Hours: 18+ Video Hours
- Core Coverage: This training on mutual funds will clarify your concepts regarding mutual funds from scratch. You will get to know the basic know-how of the mutual fund market and an understanding of the various investment options under mutual funds.
- Course Validity: One year access
- Eligibility: Anyone serious about learning Mutual Funds
- Pre-Requisites: Basic knowledge about Investments
- What do you get? Certificate of Completion for each of the 7 courses, Projects
- Certification Type: Course Completion Certificates
- Verifiable Certificates? Yes, you get verifiable certificates for each course with a unique link. These link can be included in your resume/Linkedin profile to showcase your enhanced skills
- Type of Training: Video Course – Self Paced Learning
Content
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MODULE 1: Fundamentals of Mutual Fund Investing
Courses No. of Hours Certificates Details Mutual Funds - Beginner to Advanced 4h 8m âś” Mutual Fund (Module #1) - The Fundamentals 54m âś” Mutual Fund (Module #2) - Mutual Fund Investment Process 5h 21m âś” -
MODULE 2: Mutual Funds Demystified
Courses No. of Hours Certificates Details Mutual Funds Online Training 2h 8m âś” Mutual Funds Structure 1h 22m âś” Mutual Funds SIPs, NAV and Case Study 2h 19m âś” Intro to Hedge and PE Funds 1h 57m âś” -
MODULE 3: Mock Tests & Quizzes
Courses No. of Hours Certificates Details Test - Mutual Funds Mock Quiz Test - Mock Quiz Mutual Funds Test - Mutual Funds Assessment Test
Description
The Mutual Funds course offers a comprehensive exploration into the world of mutual fund investing, covering essential concepts, strategies, and best practices for both novice and experienced investors. Through a series of engaging modules, learners will gain a deep understanding of mutual fund structures, investment strategies, portfolio management techniques, and performance evaluation methods. Whether you're looking to build a solid foundation in mutual fund investing or enhance your existing knowledge, this course provides the knowledge and skills needed to make informed investment decisions and navigate the dynamic mutual fund landscape with confidence.
MODULE 1: Fundamentals of Mutual Fund Investing
- Introduction to Mutual Funds: This module provides an overview of mutual funds, explaining their structure, types, and benefits. Learners will understand how mutual funds pool money from investors to invest in various securities such as stocks, bonds, and money market instruments.
- Mutual Fund Selection Criteria: In this section, learners will explore the factors to consider when selecting mutual funds, including investment objectives, risk tolerance, expense ratios, and historical performance. They will also learn about different fund categories such as equity funds, bond funds, and hybrid funds.
- Mutual Fund Investment Strategies: This module delves into various investment strategies employed by mutual funds, including growth investing, value investing, and index investing. Learners will understand how fund managers implement these strategies to achieve their investment objectives.
- Mutual Fund Portfolio Management: Learners will gain insights into portfolio management techniques used by mutual fund managers, including asset allocation, diversification, and rebalancing. They will also learn about the role of fund managers in monitoring and adjusting fund portfolios over time.
MODULE 2: Mutual Funds Demystified
- Types of Mutual Funds: This section explores different types of mutual funds, such as equity funds, fixed-income funds, balanced funds, and specialty funds. Learners will understand the characteristics and investment objectives of each fund type, helping them make informed investment decisions.
- Mutual Fund Operations: In this module, learners will delve into the operational aspects of mutual funds, including NAV calculation, fund expenses, shareholder services, and regulatory compliance. They will gain a deeper understanding of how mutual funds are managed and administered.
- Performance Evaluation: This section focuses on evaluating mutual fund performance using key metrics such as total return, alpha, beta, and Sharpe ratio. Learners will learn how to interpret fund performance data and assess the risk-adjusted returns of mutual funds.
- Regulatory Environment: Learners will explore the regulatory framework governing mutual funds, including regulations set by the Securities and Exchange Board of India (SEBI) or other regulatory authorities. They will understand the importance of regulatory compliance and investor protection in the mutual fund industry.
MODULE 3: Mock Tests & Quizzes
- This module offers mock tests and quizzes designed to assess learners' understanding of the course material and reinforce key concepts covered in the modules. It provides an opportunity for self-assessment and review before proceeding further in the course.
Sample Certificate
Requirements
- Basic understanding of financial concepts such as stocks, bonds, and investment vehicles.
- Familiarity with financial markets and investment terminology.
- Prior experience or knowledge in personal finance or investment management is beneficial.
- No specific prerequisites required, as the course caters to learners at various skill levels.
- Open to beginners with a keen interest in mutual fund investing, as well as advanced learners seeking to deepen their knowledge.
Target Audience
- Beginners: Individuals who are new to mutual fund investing and want to learn the fundamentals, including how mutual funds work, different types of funds, and basic investment strategies.
- Intermediate Learners: Those who already have some knowledge of mutual funds but want to deepen their understanding. This may include individuals who have invested in mutual funds before but want to refine their investment strategies or explore more advanced concepts.
- Financial Professionals: Professionals in the finance industry, such as financial advisors, investment analysts, or portfolio managers, who want to expand their expertise in mutual fund investing to better serve their clients or advance their careers.
- Self-directed Investors: Individuals who manage their own investment portfolios and want to gain insights into mutual fund selection, analysis, and portfolio management techniques to make informed investment decisions.
Course Ratings
Enroll now and get a FREE Exam Voucher worth $285!
Offer ends in:
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Content was basic and easy to understand. A nice starter course for this topic. There were a few places were explanations and slides did not match. In some sections the speaker tried a little to hard to explain concepts and ended up providing a contorted logic (had to refer to external sources in such cases). The "SUMS" section was nice add but had inconsistencies especially in the Excel segment. It would have been nice if more real world portfolio based calculations were explored rather than textbook examples. I have gone through with educba review on other courses as well, & I am planning to enroll for other courses too
Krishnan Subramaniam
This was a great course. Help me to learn alot about mutual fund and give me lots of knowledge. I was interested in mutual funds investments but did not had proper knowledge of the same. Now after completing this course I very happy to get lots of knowledge. I think this will definitely help to the people who are interested in mutual funds investments but due to lack of knowledge they fear to invest the money. With getting knowledge from this course their problem will solve..
Sushant Babaji Gadge