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所在平台: Udemy |
课程主页: https://www.udemy.com/course/level-1-mutual-fund-investing-masterclass/
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课程名称：一级互惠基金投资大师班 概述：本课程面向全球受众，并不针对特定的国内市场。您将在这里学习到的概念具有普遍适用性，可以应用于世界上任何市场。互惠基金投资大师班旨在帮助您实现人生中的财务目标。一级课程的主要目标是使您“具备投资准备”，因此，当您完成本课程时，您将准备好开始投资于互惠基金。 课程将覆盖以下主题： - 互惠基金简介 - 三大主要投资目标 - 广泛的资产类型 - 互惠基金的简史 - 为何选择互惠基金 - 不同资产类别（股票、债券、商品基金等） - 各类互惠基金（股票型基金、债券型基金、平衡型或混合型基金等） - 指数基金、交易所交易基金（ETF） - 互惠基金参与者（监管机构、独立财务顾问、基金经理等） - 基本术语解释（AUM、NAV等） - 投资风险及管理成本 - 互惠基金选择基础 - 投资的操作注意事项 重要声明：课程内容仅用于教育目的。请务必进行适当的尽职调查。市场和互惠基金存在风险，回报并无保证。虽然本课程中的概念适用于全球的互惠基金行业，但不同国家或市场的术语可能有所不同。本课程并不认可任何特定的基金公司或互惠基金方案，我们也不提供任何购买/销售建议或投资建议。所有内容均为教育目的，请您在做出任何财务决定前做好尽职调查。
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 1 - Mutual Fund Investing Masterclass is to make you "investment ready". So, by the time you are done with this course, you will be ready to start investing in mutual funds. Following are the topics covered in this course: Introduction to Mutual Funds 3 Main Investment Goals Broad Asset Types The Mutual Fund Quick History of Mutual Funds Why Mutual FundsAsset Classes StocksBonds Commodities Funds IndexTypes of Mutual Funds Equity Funds Debt Funds Balanced or Hybrid Funds Fund of Funds Exchange Traded Funds Index FundEquity Funds Diversified Equity Fund Thematic / Sectoral / Speciality Fund Value Funds Dividend Funds Contra Funds Tax Saving Fund Focused Equity Fund Large Cap Fund Midcap Fund Small Cap Fund MultiCap FundDebt Funds Gilt Fund Corporate Debt Fund Credit Rating Based Funds Sectoral Debt Funds Multi-Duration Funds Duration Based Fund Floater FundBalanced or Hybrid Funds Conservative Funds Balanced Funds Aggressive Funds Multi-Asset Funds Arbitrage FundsFund of Funds Global Equity Fund Debt Oriented Fund Exchange Traded Funds Sectoral Funds Asset Allocator FundsExchange Traded Funds Index Fund Gold Fund Sectoral Index FundThe Players Regulators Associations Independent Financial Advisor The National Distributor Brokers Investors Fund Manager Asset Management Company Banks Index Providers ExchangesBasic Terminologies AUM Age / Inception Date Unit Fund Options / Share Class Fund Type: Open Vs Closed NAV CAGR Benchmark Investment Objective Fund Description Min. Purchase Amount Entry Load Exit Load Min. Redemption Amount Total Expense Ratio Suitability Fund ManagerInvestment Risk Interest Rate Risk Credit Risk Liquidity Risk Domestic Market Risk Unsystematic Risk Global Market Risk Currency RiskMutual Fund Management Cost Investment Management Fee Advisory & Research Fee Transaction Fee Taxes Operational & Distribution CostsFund Selection Basics Mutual Funds on Risk Spectrum Mutual Fund Risk Profile Equity Mutual Fund Basic Investment Styles Operational Aspects of Investing KYC Traditional Distribution Channels Online Channels Investment ModesStandard Disclaimer: The material presented here is for educational purposes only. Please do your own proper due diligence. There are risks involved in markets and 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. We are not registered investment advisors with any regulator or institution in the world. We do not provide any buy/sell recommendations. We do not provide any investment tips or trading tips. We do not provide investment advice. All of our content here is for educational purposes only. Please do your own due diligence before making any financial decision.
