Go BackInvesting Fundamentals: Mutual Funds

Synopsis
Investing Fundamentals: Mutual Funds explains how to choose and invest in mutual funds.

Audience
This course is for anyone who is interested in learning more about the ways to grow their money using stocks, bonds, and mutual funds.

Time
4 hours

Product Code: IVFC05
After completing Investing Fundamentals: Mutual Funds, the user should be able to:

Distinguish between types of funds
Analyze mutual funds
Choose mutual funds
Buy and sell shares in mutual funds

Introducing Mutual Funds
Overview of mutual funds
The advantages of mutual funds

Choosing Funds
Whittling down the choices
Best buys

Types of Stock Funds
Growth funds and value funds
Small cap and aggressive growth funds
Growth and income and equity income funds
Balanced funds and asset allocation funds
Sector funds

Overseas Funds
Global funds
International funds
Emerging markets
Regional and single country funds

Bond Funds
Investing in bond funds
Bond funds versus individual funds

Analyzing Mutual Funds
Reading a prospectus
Researching funds
Most important details

Annual Reports and Online Research
Reading annual reports
Using the Internet for research

Buying and Selling Mutual Fund Shares
Load versus no-load mutual funds
Trading mutual fund shares

Reviewing Fund Investing
Avoiding the biggest mutual fund blunders
Performing a yearly review

A typical course has the following features:

Exercises that allow users to explore how a course topic applies to their own real-world situations
A file containing the text of the exercises
Simulations that allow users to practice course skills, even if they don't have access to the real application
A course index
A glossary
A Skill Assessment


 

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