Course Overview
2h 19m | 14 Videos | 56913 Views | 
Intermediate| English[Auto-generated] Comprehensive Mutual Fund Training:
The industry of mutual funds has been evolving fast. Several bodies in the industry are also making investments for creating investor education. However, it is considered an option for investment by lesser than 10% households since it is thought by people as an investment that involved high risks. Actually, it is a form of investment that is most hassle free, comprehensive and also flexible which can help in the accommodation of various requirements of the investor.
Through this training we are covering the most essential concepts in mutual funds which relates to understanding how they work and their related calculations.
The training will include the following;
1. Introduction
2. Brief about types of funds
3. NAV and its calculation
4. Comprehensive discussion about a Fund’s prospectus (I will include a real prospectus and take them through it), which will include:
a. Different classes of funds
b. Principle strategies
c. Purchase and sale of shares
d. Financial performance of fund
e. Tax information
5. SIPs and returns on them
6. Various risk calculation models for mutual funds
7. Risk and return on mutual funds with calculations
8. Fees and expenses and their calculations (performance fees in details along with hurdle rate and high water mark)
9. Mutual fund dividends
10. Recap
Target Customers:
- Novice students
- Investors
- Financial Planning and Analysts
- Equity Researchers
Pre-Requisites:
- Basic knowledge on financial concepts
- Excel working
- Passion to learn
