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
- 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
- The ETF
- The Authorized Participant
- Creation
- Redemption
- Demand & Supply Economics of 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
- 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
- Investing in Index Funds & ETFs
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 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