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Master Mutual Fund Investing & Analysis · LearnSpace
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Master Mutual Fund Investing & Analysis

Курс от EDUCBA
Начальный≈ 10.4 чАнглийский
О курсеНавыкиПрограммаПреподаватели

О курсе

By completing this course, learners will be able to explain mutual fund concepts, analyze different types of mutual fund schemes, evaluate risk and return drivers, interpret regulatory documents, apply investment analysis techniques, and make informed, goal-based mutual fund investment decisions. This course provides a comprehensive, structured journey into Mutual Funds—from beginner concepts to advanced analysis and practical application. Learners gain a strong foundation in how mutual funds work, including their structure, documentation, NAV calculation, distribution models, and transaction processes. As the course progresses, learners develop analytical skills by exploring equity and debt evaluation, fundamental and technical analysis, risk drivers, and performance measurement techniques. What makes this course unique is its end-to-end, application-oriented approach. Instead of focusing only on theory, the course integrates real-world perspectives such as risk profiling, scheme selection, portfolio evaluation, inflation impact, and the role of financial advisors. The modular design ensures clarity, progressive learning, and retention, making it suitable for students, professionals, and aspiring investors. Upon completion, learners will be equipped to confidently evaluate mutual funds, align investments with financial goals, and make informed decisions in real-world investment scenarios.

Навыки, которые вы освоите

Portfolio ManagementEquitiesTechnical AnalysisPerformance AnalysisRisk AnalysisCredit RiskRisk AppetiteReturn On InvestmentAnalysisBenchmarkingFinancial AnalysisAsset ManagementInvestmentsPerformance MeasurementPortfolio RiskFinancial ServicesInvestment ManagementWealth ManagementFinancial RegulationsSecurities (Finance)

Программа курса

4 модулей · 55 учебных материалов

01Foundations of Mutual Funds15 материалов

Introduction to Mutual Funds

Mutual Funds TrainingВидеоThe Concept of Mutual FundsВидеоOperation of Mutual FundsВидеоIntroduction to Mutual FundsЗадание

Understanding Mutual Fund Basics

Учитесь у экспертов

EDUCBA

Преподаватель курса

Master Mutual Fund Investing & Analysis
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Обучение на Coursera

≈ 10.4 ч

4 модулей

Язык: Английский

Часть программы вашего университета
Limitations of Mutual FundsВидео
Types of Mutual FundsВидео
IllustrationВидео
Understanding Mutual Fund BasicsЗадание

Mutual Fund Ecosystem

Structure of Mutual FundsВидеоCutodianВидеоThe Concept of NFOВидеоMutual Fund EcosystemЗаданиеUnderstanding How Mutual Funds Work in PracticeDIALOGUEGraded-Foundations of Mutual FundsЗаданиеHelping a New Investor Understand Mutual FundsDIALOGUE
02Mutual Fund Documentation & Transactions13 материалов

Mutual Fund Documents

The Structure of SIDВидеоContents of SAIВидеоNet Assets FundВидеоMutual Fund DocumentsЗадание

NAV & Unit Management

Net Asset ValueВидеоRedeem of UnitsВидеоNeed of Distribution ChannelsВидеоNAV & Unit ManagementЗадание

Distribution Models

New ChannelsВидеоDirect and Regular PlansВидеоDrivers of Returns and RisksВидеоDistribution ModelsЗаданиеGraded-Mutual Fund Documentation & TransactionsЗадание
03Investment Analysis & Strategy13 материалов

Equity & Fundamental Analysis

Equity FactorsВидеоFundamental Analysis FactorsВидеоPrice to Book ValueВидеоEquity & Fundamental AnalysisЗадание

Financial & Technical Metrics

Debt Equity RatioВидеоTechnical Analysis ParametersВидеоInvestment StyleВидеоFinancial & Technical MetricsЗадание

Debt & Risk Factors

Factor in DebtВидеоDrivers of RiskВидеоRisk MitigationВидеоDebt & Risk FactorsЗаданиеGraded-Investment Analysis & StrategyЗадание
04Performance, Selection & Advisory14 материалов

Evaluating Mutual Funds

Performance AnalysisВидеоSteps for Scheme SelectionВидеоScheme CategoryВидеоEvaluating Mutual FundsЗадание

Risk & Inflation Considerations

Risk ProfilingВидеоInflation RiskВидеоMutual Funds Overview & ReturnsВидеоRisk & Inflation ConsiderationsЗадание

Practical Investing & Advisory

Analyzing Mutual Fund HoldingsВидеоMutual Fund Types & Account SetupВидеоRisk Profiling & Advisor RoleВидеоPractical Investing & AdvisoryЗаданиеGraded-Performance, Selection & AdvisoryЗаданиеAdvising an Investor on End-to-End Mutual Fund DecisionsDIALOGUE