Following the Global Financial Crisis (GFC) between 2007 and 2009, many investors became disappointed with 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 the 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 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, no judgement or critical thinking is 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 (FOF), target date funds and the pros and cons of each one of these types. You will know how to calculate the fund value and how they 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 fund managers. But here you will discover how to invest in index funds, ETF and what you need to note, like the tracking errors. There are nine ways you can evaluate the funds, including using the style box and Morningstar rating. We will cover the local and international domiciled ETFs, hedged and unhedged funds and their tax implications. So explore the numerous gems throughout each section 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, it is jargon-free so you will not get confused by any technical terminology. After only a few hours of instruction, you will be able to start investing and make informed decisions 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 of your time and the returns are worth thousands of dollars. So take this course today and you won't be disappointed!
What You Will Learn In This Free Course
View All Learning Outcomes View Less All Alison courses are free to enrol, study, and complete. To successfully complete this Certificate course and become an Alison Graduate, you need to achieve 80% or higher in each course assessment.
Once you have completed this Certificate course, you have the option to acquire an official Certificate, which is a great way to share your achievement with the world.
Your Alison certificate is:
- Ideal for sharing with potential employers.
- Great for your CV, professional social media profiles, and job applications.
- An indication of your commitment to continuously learn, upskill, and achieve high results.
- An incentive for you to continue empowering yourself through lifelong learning.
Alison offers 2 types of Certificate for completed Certificate courses:
Digital Certificate: a downloadable Certificate in PDF format immediately available to you when you complete your purchase. Physical Certificate: a physical version of your officially branded and security-marked Certificate All Certificate are available to purchase through the Alison Shop. For more information on purchasing Alison Certificate, please visit our FAQs. If you decide not to purchase your Alison Certificate, you can still demonstrate your achievement by sharing your Learner Record or Learner Achievement Verification, both of which are accessible from your Account Settings.