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所在平台: Udemy |
课程主页: https://www.udemy.com/course/basics-of-investments-and-mutual-funds-a-beginners-guide/
课程评论：没有评论
**课程名称：** 了解如何通过共同基金创造财富 **课程概述：** 本课程旨在帮助学员掌握投资基础知识，并通过共同基金实现长期财富增值。课程将指导学员分析自身投资需求，并选择合适的基金方案以满足这些需求。学员将培养财务规划意识，并学会以目标为导向的投资策略来实现财务目标。 课程还将涵盖风险偏好和资产配置的基本概念。通过了解各种类型的共同基金（股票型基金、债券型基金、混合型基金及其他基金）及其风险-回报等级，投资者能够选择最适合自己投资目标的基金。 此外，课程将讲解不同共同基金的税务知识，以及短期资本利得、长期资本利得和股息收入等收益类型，帮助投资者优化投资策略以最大程度地减少税务影响。 课程还将强调投资组合审查和再平衡的重要性，以及在执行这些操作时需要考虑的各种因素。学员将了解避免常见行为偏差的方法。 通过退休规划案例研究，学员将能估算舒适退休生活所需的资金，并学习如何积累这笔财富。
This course will not only help people understand the basic of investments and long term wealth creation through mutual funds but also guide them in analyzing their investment needs and selecting the right scheme to fulfill those investment needs. It will help them to develop a sense of financial planning and to follow a goal based approach to achieve their financial goals. It will provide basic understanding about risk appetite and asset allocation. Understanding about various type mutual fund schemes (Equity Schemes, Debt Schemes, Hybrid Schemes and Other Schemes) and their risk - return hierarchy will help investors to select the right scheme which can help them in achieving their investment objectives. Knowledge about taxation of various mutual fund schemes and type of return e.g. short term capital gains, long term capital gains and dividend income will help investors to plan their investments in a such a way that tax implications are minimal. It will also give them the understanding about the importance of portfolio review and re-balancing and various factors to be kept in mind. Awareness about various behavioural biases will help them control these biases. Case study on retirement planning will give you a sense about the corpus required to have a comfortable retired life and how to accumulate that corpus.
