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Udemy

Comprehensive Understanding of Mutual Funds as an Investment

via Udemy

Overview

Learn the nuances of Mutual Funds in a simple way. MFs funding the Capital Market Conceptual course for Global students.

What you'll learn:
  • Comprehensive understanding of Mutual Funds
  • What a Mutual Fund is?
  • How does a Mutual Fund Function?
  • What is NAV and the relevance of NAV
  • Understanding of Direct and Regular Funds
  • Classification of Funds
  • Understanding of SIP, STP, SWP, FMP, Entry Load, Exit Load and much more

Are you ready to unlock the mysteries of mutual funds and take control of your investment journey? Join us for an enlightening course created by Col (Dr) Shabbar Shahid, a seasoned expert in finance and engineering.

Whether you're a novice investor or seeking to deepen your understanding of the capital markets, this course offers a comprehensive exploration of mutual funds, empowering you to make informed investment decisions with confidence. Don't miss this opportunity to gain valuable insights that transcend borders and pave the way for financial success. Enroll now and embark on your path to financial mastery

Why choose this course?

Mutual Funds are an important player in the Capital Markets but as an investment, MFs are often taken for granted and people indulge in investment without proper knowledge. Mutual Funds are seen as a rear entry gate to stock market for people who do not know any thing about stocks or the stock market

In this course hosted by PRUDENCE Engineering and Financial Consultants, Col (Dr)Shabbar Shahid explains the nuances of Mutual Funds as a source of Investment in the Capital Markets in a very simple and lucid manner. The instructor is a post graduate engineer, an MBA in Finance, a Chartered Engineer, a Fellow of the Institution of Engineers(India) and a doctorate in Management. Thus, qualified to be an instructor on the subject.

People often believe that in absence of knowledge about investment, particularly Stock Market, one can blindly invest in Mutual Funds. This course is an attempt to dispel the myth that Mutual Funds require no knowledge.

What does it offer?

The instructor believes that when people Invest with adequate knowledge they would be able to take better decisions. Completion of this course will give the students a clear and comprehensive knowledge of the Mutual Fund Industry on which they can begin their investment. Moreover, a comprehensive understanding of Mutual Funds would help people decide whether Mutual Funds are the right choice for their investment or would they do better by investing directly in the Stock Market.

This course in Not specific to India or Indian stock market but a conceptual course applicable to students across the globe.

Here's a more detailed breakdown of what students can expect to gain from this course on Mutual Funds:

  1. Foundational Knowledge: The course provides a solid foundation in the concepts and principles of mutual funds. Students will learn about the structure of mutual funds, how they operate, and the various types available in the market.

  2. Understanding Investment Strategies: Col (Dr) Shahid will delve into the pros and cons of investment in Mutual Funds vis a vis direct investment in stock market

  3. AMC and MF and how they relate.

  4. The concept of NAV.

  5. Transacting in Shares vis a vis Mutual funds.

  6. Understanding Management Fees and Expenses.

  7. Comparison of Direct vis a vis Regular MFs.

  8. Dividend vis a vis Growth MFs.

  9. Classification of MFs.

  10. Understand the Performance of MFs

  11. Possibility of Analysing a MF...whether or not it is possible?

  12. Understand concepts like AUM, SIP, FMP, SWP, STP

  13. Some addon lessons to resolve queries

Overall, this course offers a holistic and practical approach to understanding mutual funds, making it ideal for individuals looking to enhance their financial literacy and take control of their investment journey in MFs.


Who should go for this course?

This course on mutual funds is suitable for a wide range of individuals who are interested in investing and expanding their financial knowledge. Here are some specific groups who would benefit from taking this course:

  1. Novice Investors: Individuals who are new to investing and want to understand the basics of mutual funds before diving into the market will find this course invaluable. It provides a solid foundation and equips them with the knowledge needed to make informed investment decisions.

  2. Experienced Investors: Even experienced investors can benefit from this course to deepen their understanding of mutual funds, refine their investment strategies, and stay updated on industry trends and best practices.

  3. Professionals in Finance and Engineering: Given Col (Dr) Shabbar Shahid's background in finance and engineering, professionals in these fields seeking to expand their expertise in investment management will find this course particularly relevant.

  4. Students and Academics: Students pursuing degrees in finance, economics, business, or related fields can gain a valuable perspective on mutual funds that complements their academic studies. Additionally, academics looking to enhance their teaching materials on investment topics may find this course beneficial.

  5. Individuals Planning for Retirement: Those planning for retirement can benefit from learning about mutual funds as a potential investment vehicle to grow their savings over the long term while managing risks effectively.

  6. Financial Advisors and Consultants: Professionals working in the financial advisory or consulting industry can enhance their knowledge and expertise in mutual funds, enabling them to provide better guidance and advice to their clients.

  7. Anyone Interested in Personal Finance: Whether someone is interested in managing their personal finances more effectively or simply curious about the world of investments, this course offers valuable insights and practical knowledge that can be applied to their own financial situation.

Overall, this course caters to a diverse audience, ranging from beginners to seasoned professionals, and anyone with an interest in understanding mutual funds and improving their investment acumen.


About the Instructor.

The instructor Col (Dr) Shabbar Shahid is an Army Veteran with a passion for teaching. He is a post graduate mechanical engineer, an MBA in Finance, a Chartered Engineer, a Fellow of the Institution of Engineers (India) and a Doctorate in Management with over 4 decades of experience. He also holds a "Distinguished Instructor" grading awarded by the Military College of Electronics and Mechanical Engineering. Thus, qualified to speak on the subject and be your instructor.

Taught by

Col (Dr) Shabbar Shahid. M-Tech, MBA(Fin), CE, FIE(I), PhD and Sofia S

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4.6 rating at Udemy based on 426 ratings

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