CMFD
The Mutual Fund Playbook
Learn how mutual funds work in Pakistan and how to choose a fund that matches your goals, risk level, and investment horizon—without picking individual stocks.
Beginner
English
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Enrolled
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Section
11
Lessons
About this course
The Mutual Fund Playbook is an introductory micro-course designed to help first-time investors understand and invest in mutual funds in Pakistan.
You will learn how mutual funds work, the roles of AMCs and trustees, different fund categories, how to read a MUFAP fact sheet, understand NAV and expense ratios, and the basics of buying and redeeming fund units.
The course also covers tax considerations, Islamic mutual funds, and practical fund-selection techniques. Through quizzes, activities, and a final investor-persona capstone, you will learn how to identify a mutual fund that fits your financial goals, risk tolerance, and investment horizon.
What you'll learn
- Understand how mutual funds work in Pakistan.
- Explain the roles of AMCs, trustees, and SECP.
- Differentiate between equity, income, money market, balanced, and Islamic funds.
- Read and understand a mutual fund fact sheet.
- Calculate and interpret NAV.
- Understand expense ratios and their long-term impact on returns.
- Identify common channels for purchasing mutual fund units.
- Understand the basic tax treatment of mutual fund investments.
- Explain how Islamic mutual funds differ from conventional funds.
- Select a suitable mutual fund based on your goals, risk profile, and investment horizon.
Requirements
- No prior mutual fund or investment experience required.
- Basic understanding of percentages and simple arithmetic is helpful.
- Internet access and access to the IFMP eLearning platform.
- No real-money investment is required to complete the course.
Curriculum
1 section · 11 lessons
The Mutual Fund Playbook 11 lessons
- Lesson 1: You don't need to pick stocks — here's proof
- Lesson 2: How a mutual fund works legally
- Lesson 3: Types of funds — equity, income, money market
- Lesson 4: Reading a MUFAP fact sheet
- Lesson 5: What is NAV? How is it calculated?
- Lesson 6: Expense ratio and its long-term impact
- Lesson 7: How to buy — bank, AMC portal, fintech app
- Lesson 8: Tax treatment of mutual fund income in Pakistan
- Lesson 9: Islamic mutual funds — what makes them different
- Lesson 10: Select your fund — investor persona capstone
- DOWNLOADABLE RESOURCE — Mutual Fund Playbook — Fund Selection Checklist
Free
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- No certificate
- Beginner level