NB - Non Banking Financial Sector

NB-01 - Investing in Mutual Funds

A Beginner Guide to Choosing and Using Mutual Funds in Pakistan

Foundation English IFMP-Team

1h 50m

Duration

Section

Lessons

Yes

e-Certificate

About this course

This course explains how mutual funds work in Pakistan and how a beginner can use them responsibly. It covers fund structure, goals and risk, major categories, the Key Fact Statement (KFS), Fund Manager Report (FMR), fees and performance, account opening, redemption, monitoring and complaints. Learners apply the ideas to Pakistani cases and a comparison worksheet. The course does not recommend any fund, asset management company, distributor or investment strategy.

Course element	Specification
Course code	NB-01
Level	Foundation
Audience	Pakistani students, beginners, first-time investors and professionals seeking a practical introduction to mutual funds
Mode	Free, self-paced online learning on the IFMP portal
Maximum duration	120 minutes
Assessment	Six module checks and a 12-question final quiz
Completion standard	At least 70 percent in the final quiz
Prerequisite	No prior knowledge of investments or mutual funds is required

What you'll learn

Explain how a mutual fund pools money, issues units and calculates Net Asset Value (NAV).
Describe the roles of SECP, the asset management company, trustee or custodian, distributor and investor.
Match a goal, time horizon, liquidity need and capacity for loss with a suitable fund category for further research.
Compare funds within the same category using the KFS, FMR, benchmark, risk, charges and multi-period performance.
Follow a safe process to open an account, invest, redeem, monitor statements and raise a complaint.
Recognise common misconceptions and make a documented, product-neutral investment decision.

Requirements

No prior knowledge of investments or mutual funds is required

Curriculum

1 section · 11 lessons

Investing in Mutual Funds 11 lessons

Module-1 : How Mutual Funds Work 18 min
Module-2 : Goals, Time Horizon, Liquidity and Risk 17 min
Module-3 : Fund Categories and Suitability 20 min
Module-4 : Comparing Funds: Documents, Costs and Performance 25 min
Module-5 : Investing, Redeeming, Monitoring and Protection 15 min
Module-6 : Applied Decision and Common Misconceptions 10 min
Course Summary 1 min
Fund Comparison Worksheet 1 min
Glossary 1 min
Official Resources 1 min
Disclaimer 1 min

Quizzes

NB-01 : Final Assessment

Exam · 12 questions · 10 min

Enroll to attempt

Free

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