Stewardship Finance Academy/Easily set yourself for life with Mutual Fund, Index Fund, and ETF's

  • $49

Easily set yourself for life with Mutual Fund, Index Fund, and ETF's

Some people do not invest in stocks because investing in stocks can be complicated and overwhelming. The good news is there is a way to take advantage by investing in funds! Fund investments allow you to achieve instant diversification, lower risk, simpler decision processes and lower investment costs. This course provides a comprehensive explanation and show you how to evaluate and invest in the funds.

Who is this course for..

1. People who have No prior finance and investing knowledge required

2. If you want compact knowledge & practical tips - this course is for you.

3. If you don't want to limit your investments only in properties or stock market - this course is for you

4. If you are looking to add a low cost and diversified investments into your portfolio - this course is for you

5. If you want to know out of mutual funds, index funds and ETFs, which is for you - this course is for you

6. If you are looking for a solid passive income stream - this course is for you

What you will learn..

After completing this course, you will be able to:
  1. Invest in Mutual Funds, Index Funds and Exchange Traded Funds (ETFs)
  2. Buy and sell ETFs
  3. Evaluate and select the right ETFs
  4. Identify and avoid the expensive fund fees
  5. Distinguish the different types of funds
  6. Differentiate the ETFs and Index Funds
  7. Identify the fund tracking error
  8. Use the fund style box to pick a suitable fund 
  9. Utilise the Morningstar rating and ranking
  10. Analyze the PE ratio
  11. Analyze the fund volume
  12. Discover the fund manager experience
  13. Choose the local or international domiciled ETFs
  14. Select the hedged or unhedged funds
  15. Research ETFs with free screeners

Why is this course important to you?

Some people do not invest in stocks because investing in stocks can be complicated and overwhelming. 

For one, there are so many stocks to choose from. Furthermore, holding a few individual shares in just a few businesses can be a risky approach. 

The good news is there is a way to take advantage by investing in funds! 

Funds investment involves a fund manager pooling your money together with that of other investors and invest in a wide range of securities to achieve instant diversification, lower risk, simpler investment decisions and lower costs. 

In this course, we will provide a comprehensive explanation on the different types of funds and how can you evaluate and invest in them.

Instructor's Insight

All our instructors are asked to explain why the students should take this lesson

Following the Global Financial Crisis (GFC), many investors became disappointed with the institutional funds. Since then, we have seen a significant surge in index funds and exchange-traded funds (ETF) listing on stock exchanges worldwide.

Suppose you are just like other hundred thousand investors seeking greater transparency and control over your investments. If you want a more straightforward way to invest than individual stocks that allow you to diversify your risk at a lower cost, you do not want to miss index funds and ETFs.

Why invest in the Index Funds and ETFs?

They can be incredibly cheap, as there often isn't much work involved. For example, if an ETF is looking to replicate the index, there is no judgment or critical thinking involved. The funds also allow you to access large market sectors that you may not access otherwise. ETFs can introduce diversification to a portfolio even if you don't have a large amount to invest.

This course has gathered comprehensive and concise knowledge about mutual funds, index funds, and ETFs.

All you need to know in just one course that will help you gain an understanding of the common types of funds like Open-end and Closed-end funds, Fund of Funds, Target Date Funds, and the pros and cons of each one of these types of funds. You will know how to calculate the fund value and how the funds work. Finally, you will be able to discover the hidden fees of a mutual fund and how to avoid them.

We do not encourage you to invest in mutual funds because you can do better than the fund managers. But here, you will discover how to invest in the index funds, ETF and what you need to note, like the tracking errors. There are 9 ways you can evaluate the funds, including using the style box and Morningstar rating. Moving on, we will cover the local and international domiciled ETFs, hedged and unhedged funds, along with the tax implications.

This course contains so many gems to enhance your investment skills.

This course is user-friendly for beginners who want to invest and intermediate investors who know about investing but want to improve their skills. Additionally, this course is Jargon-free, so you will not get confused by any technical terminology. 

After just a few hours of instruction, you will be able to start investing and make an informed decision about investing in the low-cost index funds that allow you to build substantial wealth and achieve financial independence. It's a very short investment in time, and the returns are worth thousands of dollars. 

Take this course today, and you won't be disappointed!

What Is Included

1. 3.5 hours of concise video content 
2. Lesson material available for download
3. Recommended action plan
4. How to access free ETFs screeners

What's In the Course

Introduction

Course Introduction
Key Discussion Points

The Advantages of Buying Funds

The Advantage of Buying Funds

Mutual Funds

What is Mutual Fund?
Purchasing Mutual Funds
Why Have Mutual Funds Become Popular
Net Asset Value
Two Types of Mutual Funds
Funds Expenses
Fund Fees - The Massive Cost of Ignorance
Other Types of Funds
Why We Don't Invest In Mutual Funds
Why We Can Do Better Than Fund Managers

Market Index Funds

What is Index Fund?
The Three Ways You Can Invest In Index Funds
The Advantages Of Investing In Market Index Funds

Exchange Traded Fund (ETF)

What is Exchange Trade Fund (ETF)?
How to Buy An ETF?
ETF VS Index Funds

Fund Tracking Error

Fund Tracking Error

How to Evaluate Funds

What To Look for When Buying Funds
Evaluate Your Financial Goals
Look At The Style Box
Look At The Holdings
Look At The Performance
Look At The Morningstar Rating and Ranking
Look At The PE ratio
Look At The Volume
Look At Fees
Look At Fund Manager Experience

International Domiciled ETFs

International Domiciled ETF

Hedged Or Unhedged Fund

Hedged or Unhedged Fund

Commonly Asked Questions About ETF

FAQ

ETF Screeners

Free ETFs Screeners

Recommended Action Plan

Recommended Action Plan

Resources

L6. Part 2 Mutual funds, Index Funds and ETF - The Key Investing Guide.pdf
L6. Part 1 Mutual funds, Index Funds and ETF - The Key Investing Guide.pdf