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The top 7 Mutual Funds courses you need to take

Mutual funds is a good skill to learn if you want to become a investment representative, finance service specialist, or advisor and consultant. Here are the top courses to learn mutual funds:

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1. Mutual Funds - A to Z

udemy
3.9
(261)

This course aims to provide key insight about the Mutual Funds and its industry along with the various aspects of mutual funds functioning. The key objective of this course is To provide knowledge about the mutual fund industry. In this course, you will learn how to select a scheme without seeking anyone's help and different aspects involved before selecting a scheme...

2. Level 1 - Mutual Fund Investing Masterclass

udemy
4.3
(92)

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 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...

3. Mastering Mutual Fund Investment - Part 2 of 3

udemy
4.5
(57)

In this world, where interest rates are ever decreasing and inflation is ever increasing, it has become almost absolutely necessary to take some risk and invest in the Stock Market to be able to save enough for the retirement. However, investing directly in the Stock Market requires a lot of time and effort and above all knowledge. And this is why, it is probably too risky for the small investors to invest directly in the Stock Market. A much safer way to invest in the Stock Market is through Mutual Funds. Investing in Mutual Funds requires far less amount of effort on the part of the Investor and is much less risky as these funds are managed by Professionals. Further, as many Investors pool in their money in each Mutual Fund, the chance of getting higher returns is much superior due to the ultimate size of the Investment. This course series - Mastering Mutual Fund Investment - discusses all that you need to know about Mutual Funds and Investing in Mutual Funds. Whether you are a beginner, just about starting to invest your money OR you are an experienced Investor, you will find this course useful as it discusses all the nuances for making the right choice of investing in Mutual Funds to maximise returns at the minimum risk. This course is the second in the series of 3 courses. This course explores the different Indicators and Metrics available for evaluating Mutual Funds. Studying these Indicators and Metrics can provide knowledge of what could be the future potential of the particular Mutual Fund. Based on that finding, investments in particular Mutual Funds can be planned by the Investors. There is bit of mathematics discussed in this part. I got the motivation to create this course when a fellow entrepreneur asked me what he should do with Rs. 50 lakhs he received from a project. He further stated that he would like monthly returns from the investment. I advised him as to how the money could be invested and I advised him to park a large part of it in Mutual Funds. He is very happy with his investment for the past 1 year. However, helping him regularly with this investment lead me to think that there would be many like him who have less or no idea regarding investing in Mutual Funds. So, I have created this course. Hopefully, it will be helpful for all of you as well...

4. Complete Investing Course (Stocks, ETFs, Index/Mutual Funds)

udemy
4.6
(7,649)

By the end of this course you will be able to start your investing journey and start growing your wealth. You'll start off by learning everything about the different investment products (Stocks, Bonds and even commodities like Gold). Once you completely understand these products, you will learn about the different investment vehicles (so you can invest in these products). You will learn about investing directly in the products you want to buy, or by using investment vehicles like ETFs, Index Funds and Mutual Funds. You'll understand the importance of diversification, and how you can diversify not only across stocks but even across different asset classes. We'll cover ways of investing that are completely passive (where you don't have to do anything but just invest a little bit of your capital on a regular basis) vs more active investing techniques (where you make decisions about your investment products and use advanced portfolio management techniques like portfolio rebalancing, tactical asset allocation and much more). We'll learn about charting, brokerage accounts and how you can choose and open an account. We'll go over different portfolios, from basic portfolios to modern portfolios (based on the portfolios of the biggest investment firms in the world). We'll even build a portfolio together and buy it with real money! And there is so much more. So register now and see you inside the course!...

5. Mastering Mutual Fund Investment - Part 1 of 3

udemy
4.4
(111)

In this world, where interest rates are ever decreasing and inflation is ever increasing, it has become almost absolutely necessary to take some risk and invest in the Stock Market to be able to save enough for the retirement. However, investing directly in the Stock Market requires a lot of time and effort and above all knowledge. And this is why, it is probably too risky for the small investors to invest directly in the Stock Market. A much safer way to invest in the Stock Market is through Mutual Funds. Investing in Mutual Funds requires far less amount of effort on the part of the Investor and is much less risky as these funds are managed by Professionals. Further, as many Investors pool in their money in each Mutual Fund, the chance of getting higher returns is much superior due to the ultimate size of the Investment. This course series - Mastering Mutual Fund Investment - discusses all that you need to know about Mutual Funds and Investing in Mutual Funds. Whether you are a beginner, just about starting to invest your money OR you are an experienced Investor, you will find this course useful as it discusses all the nuances for making the right choice of investing in Mutual Funds to maximise returns at the minimum risk. In the first part of the course series, we discuss the minimum essential knowledge one needs having about Mutual Funds. We discuss what are Mutual Funds and what are their types, what are the investment options, etc. Also, we take a look at plethora of essential terms one needs knowing about investing in Mutual Funds. I got the motivation to create this course when a fellow entrepreneur asked me what he should do with Rs. 50 lakhs he received from a project. He further stated that he would like monthly returns from the investment. I advised him as to how the money could be invested and I advised him to park a large part of it in Mutual Funds. He is very happy with his investment for the past 1 year. However, helping him regularly with this investment lead me to think that there would be many like him who have less or no idea regarding investing in Mutual Funds. So, I have created this course. Hopefully, it will be helpful for all of you as well...

6. Mutual Fund from Scratch for Complete Beginners - 2023

udemy
3.9
(66)

THIS COMPLETE COURSE WILL TEACH YOU HOW TO BE A SUCCESSFUL MUTUAL FUND INVESTOR. Not boring theory. You will learn practical tips and best practices that you can use immediately as you progress through the course. You can do this and I want to help you! This course is designed for those who want to Invest in Mutual Funds to makemoney. This course is Jargon-free, so you will not get confused by any technical terminology. This course is for the absolute beginner who wants to invest as well as the intermediate investor who knows about investing but wants to improve his knowledge around how to invest. There are a lot of resources out there on how to make money on Mutual Funds, providing information about how the stocks/Bonds Fund works, which is great. This course jumps straight into the meat and shows you step by step how this can be achieved. I take you right from the basics of investing and take you through the baby steps of understanding what a mutual fund all about· The course has been updated to be 2021 ready and you'll be learning the Updated Information about Mutual Funds. How to Diversify in the Time of Market Volatility.· This course doesn't cut any corners, there are beautiful animated explanation videos and tens of real examples of Top Earning Funds in Market.· We've taught over 100,000 students offline till date how to invest in mutual funds and many have gone on to change their lives by becoming professional Investors and now this the time to share the same information on Online Platform.· The course is constantly updated with new content, with new Animated Explanation Videos and modules determined by students - that's you! In this course you will learn the following: How Do you make money in Mutual Funds?Advantages & Dis-advantages of Mutual fundTerminologies (AMC, NAV, expense ratio, NFO)Factors consider before Investing in Mutual FundsHistory of mutual fundsStocks vs Mutual Funds: which will make you a Millionaire Faster?Is Mutual Fund better than Fixed Deposits?Market Capitalization: Large Cap, Mid Cap, Small CapTypes of mutual funds: Open Ended FundClose Ended FundBond or Debt FundStock or Equity FundBalanced or Hybrid FundIndex Fund, Active Fund & Passive FundGrowth FundSector Specific FundMoney Market FundHow to invest in Mutual Fund through SIP & Lumpsum InvestmentHow is a systematic investment plan (SIP) different from a mutual fund?Factors consider before choosing SIP or Lumpsum investment?Power of compoundingLoad vs. No-Load Mutual Fund: What's the Difference?What is the minimum amount of money that I can invest in a mutual fund?How Do Mutual Fund Trades Clear and Settle?Digging Deeper Into Mutual Fund NamesAre Mutual Fund Performance Numbers Reported Net of Fees?Techniques to reduce taxes and fees so you can keep more money for you. Key Action Steps you can take to get started applying what you have learned. We'll take you step-by-step through engaging video tutorials and teach you everything you need to know to succeed as an Investor. By the end of this course, you will fully understand how to earn money through Mutual Funds. This is an awesome course which means you get: Animated Explanation video based lessons. Lifetime access to the course so you get updates and new lessons for FREE. Modules. Ask questions directly of the instructor and every one of those will also be answered. By the actual instructor, not some hired team or teaching assistant.30 day money back guarantee-love the course or return it with Udemy easy no questions asked policy. So what are you waiting for? Click the buy now button and join the Mutual Fund course...

7. Index Mutual Funds & ETF: Low Cost + Low Risk + High Return

udemy
4.7
(154)

Great explanations in comparing different kinds of muntual funds. Provide first hand experiences on different financial websites, making it much easier to start. Yufei H INVESTING IN INDEX FUNDS CAN BE A CORE LOW RISK AND LOW EXPENSE STRATEGY THAT CAN GENERATE BETTER INVESTMENT RETURNS THAN MOST ACTIVELY MANGED MUTUAL FUNDS. HOWEVER, IT IS CRITICALLY IMPORTANT TO UNDERSTAND THESE INVESTMENTS AND HOW TO CHOOSE WISELY WHICH YOU WILL LEARN IN THIS COURSE. Investing can be mastered by anyone and for those who really learn the key concepts and best practices they will be able to reach their most challenging financial goals and lead the life they dream about. Unfortunately, many people do not receive the key educational information and best practices that make the difference between success and failure from a successful investor. THIS COURSE WILL TEACH YOU HOW TO BE A SUCCESSFUL INVESTOR. Not boring theory. You will learn practical tips and best practices from an instructor who started with nothing (Actually $10,000 in student loans living in a 1-bedroom apartment above the garbage cans) to building a million dollar investment portfolio. No inheritance or luck just good sound actions and one of the core strategies is the use of Index Mutual Funds and Exchange Traded Funds (ETF) that you will learn about in the course and can replicate for your own personal situation. Top Udemy quality Instructor who has a corporate training and university teaching background and continues to be an active investor who will show you the way to success. In addition you get: Lifetime access to the course so you get updates and new bonus lessons for FREE. Quizzes that will test and confirm your knowledge. Ability to participate in online discussions to share ideas with other students and get answers to your questions from the instructor who will answer every question. Ask questions directly of the instructor and every one of those will also be answered.30 day money back guarantee-love the course or return it with Udemy easy no questions asked policy. Disclaimer Note: This course is for educational and informational purposes only. There will be no recommending of any particular investments such as a particular stock or mutual fund as only you know what is right for your portfolio and your comfort with risk and volatility. Consult with a Professional for specific advice. Course is for education purposes only and instructor will have no liability related directly or indirectly to any loss or damage. Investing can be fun and really fun when you do it well! No risk to sign up and impact could be life-changing. Learn from my experience and rapidly move ahead faster with the knowledge I will share with you. Don't delay. Please click the TAKE THIS COURSE button in the upper right corner and let's get started! Many thanks and I appreciate your interest and hope to see you in the course! -Steve Ballinger...

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