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Inicio / Cursos / Comprehensive Understanding of Mutual Funds as an Investment
Impartido por Col (Dr) Shabbar Shahid. M-Tech, MBA(Fin), CE, FIE(I), PhDPago único de $2,800 MXN · acceso por 12 meses

Comprehensive Understanding of Mutual Funds as an Investment

Master Mutual Funds with Confidence – A Global Guide to Smart Investment Decisions. Mutual Funds Simplified.

Certificado oficial emitido por la SEPA través del Gobierno del Estado de México
12 meses de acceso En línea · 30 h 2 unidades
Qué aprenderás

Lo que serás capaz de hacer

Are You Ready to Truly Understand Mutual Funds and Take Control of Your Investment Journey? Whether you're a beginner in the world of investing or someone looking to deepen your understanding of the capital markets , this course provides a structured, logical, and global perspective on mutual funds as an investment vehicle . Guided by Col (Dr) Shabbar Shahid , a seasoned expert in finance, engineering, and education with over 40 years of professional experience, this course will help you build clarity and confidence in navigating mutual funds wisely. Understand the mechanics of mutual funds. Learn how they work, where they fit into your financial goals, and how to evaluate them before investing. Why Choose This Course on Mutual Funds? Mutual funds are often perceived as a safer or easier route to the stock market. But blindly investing in mutual funds without understanding how they work , what costs are involved , and what strategies align with your financial goals can lead to suboptimal outcomes. This course offers a comprehensive conceptual understanding of mutual funds — not just for Indian investors, but for a global audience — and is not limited by geography or any particular stock exchange. This course is designed to dispel the myth that "you don’t need to know anything to invest in mutual funds." It’s time to replace that misconception with knowledge-driven decisions. What Will You Learn? Upon completing this course, you will gain practical, clear, and conceptual knowledge of mutual funds — empowering you to invest more effectively and confidently. Key topics include: What is a Mutual Fund? The meaning of “Mutual” and “Fund” in context Why mutual funds exist and how they operate The role of AMC (Asset Management Company) Understanding NAV (Net Asset Value) How mutual funds differ from direct stock transactions Expense ratio, management fees, and hidden costs Regular vs Direct Mutual Funds Growth vs Dividend options Classification of Mutual Funds (Equity, Debt, Hybrid, etc.) How to interpret mutual fund performance Why analyzing MFs is different from analyzing stocks AUM (Assets Under Management) – what it indicates SIPs, STPs, SWPs, and FMPs – explained simply Entry Load and Exit Load concepts How mutual funds can complement or replace direct stock investments Who Should Take This Course? This course is ideal for a wide spectrum of learners , including: New Investors – Who want to understand mutual funds before investing. Experienced Investors – Looking to refine their understanding of mutual funds. Finance or Engineering Professionals – Seeking to expand their investment knowledge. Students of Finance, Business, or Economics – to complement their academic learning with practical knowledge. Retirees or Retirement Planners – Exploring mutual funds as a long-term savings strategy. Financial Advisors and Consultants – To enhance client consultation skills. Anyone Interested in Personal Finance – Who wants to make smarter financial decisions. Whether you’re investing for retirement, wealth creation, or capital appreciation, this course provides a logical and knowledge-based foundation to evaluate whether mutual funds are right for you. About the Instructor: Col (Dr) Shabbar Shahid is a passionate educator, Army Veteran, and expert in finance and engineering. With over 40 years of rich experience in technical education and financial consulting, he holds the following credentials: Postgraduate in Mechanical Engineering MBA in Finance Chartered Engineer Fellow of the Institution of Engineers (India) Doctorate in Management “Distinguished Instructor” grading from the Military College of Electronics & Mechanical Engineering With an unmatched blend of academic depth and practical insight, Col Shahid ensures that even complex investment concepts are explained lucidly and logically . Legal Disclaimer This course is intended solely for educational purposes . Investment in mutual funds and the stock market involves financial risk. The information provided in this course should not be considered financial advice. Students are advised to perform their own due diligence and/or consult a certified financial advisor before making investment decisions. The instructor and course provider are not responsible for any loss arising from the application of the concepts discussed. Enroll Now & Take the First Step Toward Smart, Informed Investing. Mutual Funds can be powerful tools for wealth creation — if used wisely . With this course, you'll gain the clarity, understanding, and perspective needed to take charge of your financial future .

  • 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

Temario

UNIDAD 1 - Understanding Mutual Funds · 26 lecciones

UNIDAD 1 - Understanding Mutual Funds

  • Welcome noteVideo · 1 min
  • Promo/IntroductionVideo · 3 min
  • PreviewVideo · 4 min
  • The ConceptVideo · 4 min
  • The meaning and relevance of the words Mutual and FundVideo · 12 min
  • The meaning and relevance of Mutual Fund as an InvestmentVideo · 15 min
  • You as a student matter the most to me...Video · 2 min
  • AMC and MF. How they relate?Video · 7 min
  • The Concept of NAVVideo · 12 min
  • Transacting in Shares vis a vis Transacting in MF unitsVideo · 10 min
  • Understanding Management Fees and ExpensesVideo · 21 min
  • Direct Mutual Funds vis a vis Regular Mutual FundsVideo · 16 min
  • Dividend vis a vis Growth Mutual FundVideo · 13 min
  • Further Classification of Mutual FundsVideo · 11 min
  • Understanding the Performance of a MFVideo · 15 min
  • Can You Analyse and Identify a MF...?Video · 16 min
  • Understanding AUMVideo · 6 min
  • Understanding SIPVideo · 9 min
  • Understanding STPVideo · 5 min
  • Understanding FMPVideo · 5 min
  • Understanding SWPVideo · 10 min
  • Concept of Entry Load and Exit LoadVideo · 14 min
  • GurudakshinaVideo · 1 min
  • Let us understand the concepts more clearly...Cuestionario · 0 min
  • Navigating Mutual Fund InvestmentsProyecto · 0 min
  • Balancing Risk and Learning – Stocks or Mutual Funds?Proyecto · 0 min
UNIDAD 2 - Add On Lessons. Questions and Answers · 17 lecciones

UNIDAD 2 - Add On Lessons. Questions and Answers

  • Add On Section: Q and A introductionVideo · 2 min
  • Mutual Fund investing in Mutual Fund...is it justified?Video · 9 min
  • What is the Alternative to Mutual Fund?Video · 12 min
  • Is SIP really Systematic ? or What is so systematic in SIP?Video · 13 min
  • Should I invest my Retirement corpus in SWP? Query on Systematic Withdrawal PlanVideo · 10 min
  • Impact of Redemptions on NAV. QuestionVideo · 2 min
  • Impact of Redemptions on NAV. AnswerVideo · 10 min
  • Differences between Mutual Fund, Index MF and Exchange Traded Fund. Part 1Video · 8 min
  • Understanding Index Mutual Fund. Differences between MF Index MF and ETF Part 2Video · 10 min
  • Understanding Exchange Traded Funds. Differences between MF Index MF and ET. P3Video · 11 min
  • Understanding Tracking Error in ETFs. Differences between MF IndexMF ETF. Part 4Video · 11 min
  • Why is Share Price affected by Damand And Supply while the NAV of a MF is not. QVideo · 3 min
  • Why is Share Price affected by Damand And Supply while the NAV of a MF is not. AVideo · 15 min
  • Q8. Stock Market or Mutual Funds-Where do I go?Video · 5 min
  • Q8a. Where do I invest. Small, Mid, Large, Multi or Flexi Cap?Video · 15 min
  • GurudakshinaVideo · 1 min
  • BONUS and GuidanceVideo · 4 min
Certificado oficial

Tu certificado lo emite la SEP, no solo una plataforma

Al demostrar la competencia recibes un certificado emitido por la Secretaría de Educación Pública a través del Gobierno del Estado de México: un documento oficial que puedes presentar con confianza ante cualquier empleador o institución.

Tu certificado con INEC

  • Lo emite la Secretaría de Educación Pública (SEP), a través del Gobierno del Estado de México
  • Documento oficial con folio verificable en línea
  • Lo otorga la Universidad Tecnológica Fidel Velázquez

Otras plataformas en línea

  • Constancia privada emitida por la misma plataforma
  • Solo acredita horas cursadas o asistencia
  • Sin respaldo de una autoridad educativa
Cómo funciona

Tu itinerario, de la inscripción al certificado

  1. 1

    Inscripción con pago único

    Pagas $2,800 MXN una sola vez y entras de inmediato al curso.

  2. 2

    Estudias a tu ritmo

    2 unidades con videos, lecturas y actividades, disponibles 24/7 durante 12 meses.

  3. 3

    Cuestionarios por unidad

    1 cuestionarios para comprobar lo aprendido.

  4. 4

    Certificado

    Emitido por la SEP a través del Gobierno del Estado de México, con folio verificable.

Lo que obtienes

Un certificado oficial de la SEP

Muestra del certificado: Comprehensive Understanding of Mutual Funds as an Investment

Muestra · verificable por folio y QR

  • Emitido por la Secretaría de Educación Pública (SEP), a través del Gobierno del Estado de México. No es una constancia privada: es un documento oficial, y ese respaldo marca la diferencia frente a otras plataformas en línea.
  • Contenido impartido por Col (Dr) Shabbar Shahid. M-Tech, MBA(Fin), CE, FIE(I), PhD.
  • Folio y QR verificables para compartirlo con quien te contrate.
Medios que necesitas
Equipo de cómputo Conexión estable a internet
Pago único

Empieza hoy, a tu ritmo

Un solo pago y acceso inmediato al curso completo durante 12 meses.

  • 2 unidades · 43 lecciones · 30 h
  • 12 meses de acceso
  • 1 cuestionarios de evaluación
  • Certificado emitido por la SEP (Gob. del Estado de México) con folio verificable
Pago único
$2,800MXN
Acceso por 12 meses
Inscribirme Hablar con un asesor
Preguntas frecuentes

Sobre tu inscripción

¿Cómo es el pago?

Un solo pago de $2,800 MXN. No hay mensualidades ni cargos recurrentes.

¿Cuánto tiempo tengo acceso?

12 meses desde tu inscripción, 24/7, para avanzar a tu ritmo.

¿Quién imparte el contenido?

El curso es impartido por Col (Dr) Shabbar Shahid. M-Tech, MBA(Fin), CE, FIE(I), PhD; INEC gestiona tu inscripción, evaluación y certificado.

¿Qué pasa cuando vence mi acceso?

Puedes renovar tu cuenta tú mismo desde la plataforma, sin trámites ni esperas.

Certificado emitido por la SEP a través del Gobierno del Estado de México · Comprehensive Understanding of Mutual Funds as an Investment

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