This document provides an outline for a course on becoming a mutual fund expert. The course aims to help students select the right mutual funds to suit their investment goals, improve returns by investing directly without an advisor, save taxes by choosing tax-efficient funds, and construct an investment portfolio to minimize risk. The course contains reading materials, videos, and an end of course assignment to sharpen investment skills. It covers topics like different types of mutual funds, compound interest, direct plans vs regular plans, goal-based selection, taxation, and identifying the right fund managers.

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Specialized Lessons to help you become a Mutual Fund Expert
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2. Designed for everyone No prior knowledge required In-depth course structure
Course Outline
The course explains various aspects of mutual fund investment with special reference
to Indian mutual fund industry. The course aims at making you an independent
mutual fund investor by helping you :
Select the right scheme to suit your investment goal
Improve your return by investing directly without your advisor
Save taxes by investing in tax efcient fund
Construct a proper investment portfolio which will minimize your risk
The course contains several hours of reading material, members only video and an
end of the course assignment to help you sharpen your investment skills.
Why this Course?
If you wish to beat ination and benet from the compounding that mutual funds
offer.
To set your investment goal and select the best suited scheme which will help you to
meet your objective at right time.
To understand the structure of different types of mutual fund schemes available in
India .
To avoid paying out commission to your nancial advisor by choosing the right
scheme.
To understand the tax applicability on gain from mutual funds and to evaluate
schemes based on tax saving criteria.
Bonus
#1 Exclusive risk proling tool
#2 Fund Selection Checklist

3. Course Syllabus
What is a Mutual Fund?
Why Mutual Fund and How it Works
1) Introduction
Saving and Investing
Why investing is important?
2) Save More Invest More
The Asset Classes
3) Type of Investment
What is SIP and How it Works ?
Power of Compounding
4) SIP and Power of Compounding
Open ended and close ended schemes
Types of Funds based on investment objective
5) Types of Mutual Fund Schemes
Why direct plans are better?
Merits of self-research vs. hiring
an advisor
6) Direct Vs. Regular Plans
Goal Based Fund Selection
STP and SWP
7) Goal Planning
How to evaluate your fund ?
8) Finding the Right Scheme for you
Making Your Mutual Fund Portfolio
Mutual Fund Categories to Avoid
9) Designing your Portfolio
Taxation on mutual Fund schemes
10) Taxation
Active Fund Vs. Index Fund
Fund of Funds
11) Passive Vs. Active Investing
How to Evaluate a Fund Manager?
12) Finding the right Fund Manager

4. New Categorization of Mutual Fund Schemes
Investment Philosophies of Mutual Fund schemes
13) Categorization of Funds
"Do Something" Bias
14) Mental Biasis
Why this Course?
This course is for you if you wish to beat ination by staying invested for long term.
This course is for you if you already hold a mutual fund portfolio and want to evaluate
your schemes.
This course is for you if you wish to have a comfortable retired life.
This course is for you if you are willing to prioritize your investment objective and want
to pick best mutual funds.
What Will You Get:
13+ Modules
5+ Video Lectures
15+ Text Chapters
Finology Risk Proling tool
Finology Mutual Fund Selection Checklist
Special Report on "Best Funds to Buy for 2019"
Course Completion Certicate
Assessment
`4999.00 ` 3999.00
Enroll Now
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