5.00
(2 Ratings)

Mutual Fund Selection Blueprint

By Shobhit Kumar Uncategorized
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About Course

Unlock the Secrets to Selecting the Right Mutual Fund Schemes Instead of Chasing the Best Ones!

Are you a personal financial advisor striving to provide your clients with the most effective investment strategies?

Do you want to gain an edge in the competitive world of mutual fund selection? Look no further!

Welcome to the Mutual Fund Selection Blueprint, the ultimate online course designed exclusively for personal financial advisors like you.

Learn how to make informed decisions based on client requirements and performance analysis.

Gain the expertise to stand out in sales with engaging video lectures, real-life case studies, interactive quizzes, and practical exercises.

Gone are the days of chasing the “best” funds based on popular rankings or historical performance alone.

The Mutual Fund Selection Blueprint takes a holistic approach, empowering you to make informed decisions based on client requirements, performance analysis, and technical expertise in a specific category.

Key Highlights

  1. Client Requirement-Based Selection Criteria
  2. Performance and Technical-Based Selection in a Particular Category

Through a combination of comprehensive video lectures, real-life case studies, interactive quizzes, and practical exercises, you’ll acquire the expertise needed to excel in this critical aspect of financial advisory.

Enroll today and excel in this critical aspect of financial advisory. Success awaits you!

 

 

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Course Content

Introduction

  • What to expect from the course?
    02:25
  • Debts fundamentals to understand
    43:38

Client Requirement based selections (Time based)

Selection through market research

Step by Step selection Guide (Rolling Returns insights)

Technical Parameters to understand

Student Ratings & Reviews

5.0
Total 2 Ratings
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2 Ratings
4
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3
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1
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NM
6 days ago
So much value in this course
AK
2 months ago
The content of the course is absolutely correct for real-world market experience.

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