Combo Offer:- Introduction to Wealth management + Building Wealth with Mutual Funds
SKU: ED8E18003F3
Rs. 4999 Rs. 5998 ( % Off )
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  • Combo Offer:- Introduction to Wealth management + Building Wealth with Mutual Funds

Online Course

 

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

Curriculum

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
  • Overview
  • 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
  • Recap

Includes

12 hours of Live Webinars

12 hours of Recorded Sessions (* Condition Apply)

Certificate from BSE Institute

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