Level 4 - Mutual Fund Investing Masterclass

Udemy Level 4 - Mutual Fund Investing Masterclass

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What you'll learn
  • Understanding debt market investments
  • Learn what are the risks of a bond investment and how to manage those risks
  • Learn how the bond market can be categorised in different ways
  • Understand bonds of different durations
  • Get to know the characteristics of bonds with different credit ratings
  • Learn from numerous practical bond fund examples
  • Check out the bonus section on the different types of bonds that exist
  • Learn how to take specific action steps to start investing professionally in debt funds


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 4 - Mutual Fund Investing Masterclass is to give you a deeper understanding of debt mutual funds.
So, by the time you are done with this course, you will have a far better understanding of debt mutual funds compared to the average mutual fund investor.
Following are the topics covered in this course :
Understanding Debt Investments:
  • Bond Investment
  • The Price of a Bond
  • Bond Prices Vs Interest Rates
  • Bond Maturity Duration
  • Bond Yields
  • Bond Prices Vs Inflation
  • Floating Rate Bonds
  • Bonds Vs Stocks
  • Income from Bonds
  • Capital Gains from Bonds
Bond Risks
  • Default Risk
  • Credit Risk
  • Re-Investment Risk
  • Counterparty Risk
  • Liquidity Risk
  • Interest Rate Risk
  • Duration Risk
  • Domestic & Global Market Risk
  • Issuer Risk
  • Credit Downgrade Risk
  • Sectoral Risk
  • Call Risk
Dissecting the Debt Market
  • Bonds Categorisation by Duration
  • Bonds Categorisation by Credit Rating
  • Bonds Categorisation by Type
  • Bonds Categorisation by Sectors
  • Bonds Categorisation by Issuers
  • Bonds Categorisation by Market
  • Practical Example
Bond Durations
  • Overnight
  • Liquid
  • Ultra Short
  • Low Duration
  • Money Market
  • Short Term Debt
  • Medium Term
  • Medium to Long Term
  • Long Term
  • Bills Vs Notes Vs Bonds
  • Practical Example
Bond Ratings
  • AAA Rated Bonds
  • AA+ Rated Bonds
  • AA Rated Bonds
  • AA- Rated Bonds
  • A+ Rated Bonds
  • A Rated Bonds
  • A- Rated Bonds
  • BBB+ Rated Bonds
  • BBB Rated Bonds
  • BBB- Rated Bonds
  • Practical Example
Debt Fund Examples
  • Overnight Fund
  • Liquid Fund
  • Ultra Short Term Fund
  • Low Duration Fund
  • Money Market Fund
  • Short Term Debt Fund
  • Medium Term Bond Fund
  • Medium to Long Term Bond Fund
  • Long Term Bond Fund
  • Corporate Bond Fund
  • Sectoral Bond Fund
  • Credit Risk Bond Fund
  • Gilt Fund
  • Constant Duration Gilt Fund
  • Floating Rate Fund
  • Dynamic Bond Fund
  • Bond ETFs
  • Emerging Markets Corporate Debt Fund
  • High Yield Bond Fund
  • Municipal Bond Fund
  • Inflation Linked Bond Fund
  • World Bond Fund
Bond Types
  • Corporate Bonds
  • Government Bonds
  • Municipal Bonds
  • War Bonds
  • Inflation Bonds
  • Zero Coupon Bonds
  • Deferred Coupon Bonds
  • Perpetual Bonds
  • Bearer Bonds
  • Floating Bonds
  • Serial Bonds
  • Subordinated Bonds
  • Climate Bonds
  • Convertible Bonds
  • High Yield Bonds
  • Callable Bonds
  • Putable Bonds
Action Steps
  • Investing in Bond Funds
Standard Disclaimer : The material presented here is for educational purposes only. Please do proper due diligence. There are risks involved in markets and hence investments in 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.
Note : This course and all of its contents and future updates, are partly owned, managed & represented by the CurlyDreams Digital Services OPC Pvt. Ltd. registered in India, having the CIN (Corporate Identification Number): U92490KA2020OPC141518 & TAN (Tax Account Number) : BLRC20856D. Ms. Rashmi Musale is the 100% Owner & Shareholder of CurlyDreams Digital Services OPC Pvt. Ltd.
Who this course is for:
  • Anyone who wants to create wealth for yourself and family
  • Anyone who wants to generate regular income
  • Anyone with financial goals like buying a car, buying a house, going on a vacation, etc.
  • A housewife who manages family finances
  • Smart millennials who are interested in financial planning
  • Retired person interested in creating a regular income source
  • Family person who has financial responsibility
Author
TUTProfessor
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