Level 5 - Mutual Fund Investing Masterclass

Learn about index funds & ETFs - portfolio, returns, risks, types, attributes, costs, taxation & categorisations

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

An open mind

Motivation to learn

Good internet connection

Be able to read and understand English Language

Willingness to take action

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 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

Understanding ETFs

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

Anatomy of an ETF

The ETF

The Authorized Participant

Creation

Redemption

Demand & Supply Economics of ETFs

Types of Index Funds & ETFs

Broad Market Based

Bond Based

Strategy Based

Market Cap Based

For Market Based

Dividend Focused

Sectoral

Currency Based

Commodity Based

Actively Managed ETFs

Issuer Based (Ex : Minicipal Bonds)

Leverage Based

Key Concerns

Opportunity Cost

Tracking Error

Valuation Risk

Missed Assets

Active Vs Index Funds

Market Risk

Lack of Control

Limited Strats

Cost - Index Vs ETFs

Dividend Distribution - Index Funds Vs ETFs

Cash Balance Requirement in Index Funds

Action Steps

Investing in Index Funds & ETFs

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




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