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所在平台: Udemy |
课程主页: https://www.udemy.com/course/level-2-mutual-fund-investing-masterclass/
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课程名称:第二级 - 共同基金投资大师班 课程概述:该课程面向全球受众,不针对特定国内市场。您将在这里学习的概念是普遍适用的,可以应用于世界任何市场。共同基金投资大师班旨在帮助您实现生活中的财务目标。第二级 - 共同基金投资大师班的主要目标是帮助您“制定投资策略”。通过完成此课程,您将对共同基金的投资规划和资产配置有更深刻的理解。 课程内容包括以下主题: - 投资前需要考虑的因素 - 投资计划 - 可投资资产 - 目标 - 时间跨度 - 风险与回报预期 - 年龄段 - 税务 - 流动性 - 法律限制 - 特殊情况 - 投资方式 - 一次性投资 - 定期投资 - 投资组合审查频率 - 投资管理基础 - 复利的力量 - 投资纪律 - 投资心理 - 资产配置与多元化 - 投资组合监控 - 投资计划变更 - 绩效评估 - 市场概述 - 各个行业 - 经济周期 - 技术变化 - 监管框架 - 全球市场挑战与机遇 - 利率、股票市场、债券市场、商品市场、房地产市场 - 聘请投资顾问前的考量 - 行业经验与背景 - 地理位置 - 过往表现 - 客户评价 - 市场专业知识 - 操作资源与员工 - 客户档案 - 数字足迹 - 费用结构 - 基金公司选择 - 市场定位 - 管理资产 - 经验丰富的经理人 - 产品组合 - 客户评价 - 研究能力 - 整体表现 - 基金选择 - 基金成立日期 - 管理资产 - 基准 - 基金经理简介 - 基金类别与风险结构 - 过往表现与适宜性 - 关键信息来源 - 比较网站 - 基金说明书 - 移动平台 - 财务媒体 - 投资研讨会与在线活动 - 基金公司推介与投资者会议 - 行动步骤 - 明确投资目标 - 制定基本投资计划 - 开始与潜在顾问交谈 - 选择基金公司 - 开始比较基金 - 投资于您的教育 特别声明:本资料仅用于教育目的。请自行做好尽职调查。市场和共同基金存在风险。回报无法保证。课程中讨论的概念适用于全球任何共同基金行业,但不同国家或市场的术语可能会有所不同。本课程不代言任何基金公司或基金方案,我们不提供买卖建议或投资建议。所有内容仅供教育之用,请在做出任何财务决策前自行进行尽职调查。
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 2 - Mutual Fund Investing Masterclass is to help you "Strategise Your Investments" So, by the time you are done with this course, you will have a far better understanding of Investment Planning & Asset Allocation in the context of Mutual Funds. Following are the topics covered in this course: Factors to Consider Before You Start Investing Investment Plan Investable Assets Goals Time Horizon Risk Return Expectation Age Group Taxes Liquidity Legal Constraints Special Situations Lumpsum Investment Regular Investment Portfolio Review Frequency Investment AdvisorInvestment Management Basics The Power of Compounding Investment Discipline Investing Psychology Asset Allocation Diversification Portfolio Monitoring Changes to Investment Plan Performance AssessmentMarket Overview Sectors Economic Cycles Technological Changes Regulatory Framework Global Market Challenges Opportunities Interest Rates The Stock Market The Bond Market The Commodities Market The Real Estate MarketBefore You Hire an Investment Advisor Industry Experience & Background Location Past Performance Client Testimonials Market Expertise Operational Resources Employees Client Profile Digital Footprint Fee StructureFund House Selection Market Position Assets Under Management Experienced Managers Product Portfolio Client Testimonials Research Capabilities Overall Performance Investor Education Operational Ease for InvestorFund Selection Fund Inception Date Assets Under Management Benchmark Fund Manager Profile Fund Category Risk Profile Past Performance Suitability Category Performance Critical Assessment Expected ReturnKey Information Sources Comparison Websites Fund Factsheet Mobile Platforms Financial Media Investment Seminars Online Events Fund House Presentations Fund House Conference Calls Investor Meets Investment Advisor Books & DVDs Investor Education Sites Online CoursesAction Steps Decide What You Want Prepare a Basic Investment Plan Start Talking to Potential Advisors Start Fund House Selection Start Comparing Funds Invest in Your EducationStandard 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.