Level 5 - Mutual Fund Investing Masterclass

Learn about index funds & ETFs - portfolio, returns, risks, types, attributes, costs, taxation & categorisations

What you'll learn:
Understanding Index Funds & ETFs
Learn what are the risks and costs involved in Index Funds & ETFs
Different ypes of Index Funds & ETFs
Key concerns while investing in Index Funds & ETFs
History of Index Funds & ETFs
Returns expectation
Key assumptions before investing
Factors to consider before investing
Key practical action steps

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 5 - Mutual Fund Investing Masterclass is to give you a deeper understanding of index funds and exchange traded funds.

So, by the time you are done with this course, you will have a far better understanding of index funds and exchange traded funds compared to the average mutual fund investor.

Following are the topics covered in this course :

Understanding Index Funds:

Quick History

Active Vs Passive

The Index Fund

Primary Objective

Assumptions

Diversified Portfolio

Low Cost

Low Portfolio Churn

No Managerial Risk

Returns

Risk

Suitability

Understanding ETFs

Quick History

The ETF

Index Fund Vs ETF

Low Cost

Liquid

Diversified Portfolio

Tax Efficient

No Exit Loads

Active Vs Passive ETFs

Returns

Risk

Suitability

Anatomy of an ETF

The ETF

The Authorized Participant

Creation

Redemption

Demand & Supply Economics of ETFs

Types of Index Funds & ETFs

Broad Market Based

Bond Based

Strategy Based

Market Cap Based

Foreign Market Based

Dividend Focused

Sectoral

Currency Based

Commodity Based

Actively Managed ETFs

Issuer Based (Ex : Minicipal Bonds)

Leverage Based

Key Concerns

Opportunity Cost

Tracking Error

Valuation Risk

Missed Assets

Active Vs Index Funds

Market Risk

Lack of Control

Limited Strategies

Cost - Index Vs ETFs

Dividend Distribution - Index Funds Vs ETFs

Cash Balance Requirement in Index Funds

Action Steps

Investing in Index Funds & ETFs

Who this course is for
Anyone who wants to create wealth for yourself and family
Anyone with financial goals like buying a car, buying a house, going on a vacation, etc.
A housewife who manages family finances
Anyone who wants to generate regular income
Smart millennials who are interested in financial planning
Family person who has financial responsibility