Combo Offer:- Introduction to Wealth management + Building Wealth with Mutual Funds
Basic Info : Course on Wealth Management and Mutual Funds Level : Beginner Commitment : 12 hours of study, 8 sessions of 1.5 hours each Language : English Scheduled Date:/span>
What Will I Learn from Wealth Management and Mutual Funds
At the end of this course you will understand:
- Investment concepts and products
- The process of goal-based financial planning and asset allocation.
- How to invest in mutual funds
- What an SIP, STP, SWP, Liquid funds is
- The benefits and returns on mutual funds
SESSION 1: RISK, RETURN AND ASSET ALLOCATION SESSION 2: PERSONAL FINANCE AND INVESTMENT PLANNING SESSION 3: EQUITY MARKETS: STRUCTURE AND WORKING SESSION 4: EQUITY ANALYSIS & INVESTING SESSION 5: INTRODUCTION SESSION 6: DEEP DIVE INTO MUTUAL FUNDS SESSION 7: INVESTING IN MUTUAL FUNDS I SESSION 8: INVESTING IN MUTUAL FUNDS II
- Return on Investments
- Risk in Investments
- Asset Classes and Diversification
- Financial Planning
- Principles of Portfolio Construction
- Portfolio Rebalancing
- Investment Strategies for Wealth Creation
- Introduction to Indian Financial Markets
- Basics of Equity
- Primary Markets
- Secondary Markets
- Fundamental Analysis
- Financial Ratios
- Valuation Ratios and Multiples
- Technical Analysis
- Market Indicators
- Introduction to Mutual Funds
- Why invest in the first place?
- The different types of investments
- What is Mutual Fund?
- Types of Mutual Funds
- Expected Returns from Mutual Funds
- Advantages of mutual funds and associated risks
- Why should you research and invest than depending on a financial planner?
- Platform to invest in mutual funds
- Tracking your mutual fund performance
- Researching for mutual funds to invest in
- Putting it all together
12 hours of Live Webinars
12 hours of Recorded Sessions (* Condition Apply)
Certificate from BSE Institute
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