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Fundos de Investimento
George Sales
George Sales
Nossas boas-vindas ao Curso Fundos de Investimento.
Read more
Nossas boas-vindas ao Curso Fundos de Investimento.
Read more
Nossas boas-vindas ao Curso Fundos de Investimento.
Neste curso, você aprenderá sobre alguns dos principais conceitos relacionados aos fundos de investimento, sua classificação, características e demais informações importantes para a adequada orientação ao cliente investidor com relação a esta indústria.
Ao final deste curso, você será capaz de:
- Conceituar os fundos de investimento;
- Classificar os fundos de investimento;
- Identificar os limites para composição das carteiras dos fundos de investimento e operar um fundo de investimento;
- Entender a diferença entre carteira administrada e clubes de investimentos.
Este curso é composto por quatro módulos, disponibilizados em semanas de aprendizagem. Cada módulo é composto por vídeos, leituras e testes de verificação de aprendizagem. Ao final de cada módulo, temos uma avaliação de verificação dos conhecimentos.
Estamos muito felizes com sua presença neste curso e esperamos que você tire o máximo de proveito dos conceitos aqui apresentados.
Bons estudos!
Register for this course and see more details by visiting:
OpenCourser.com/course/ol62tk/fundos
What's inside
Syllabus
Conceito de Fundos de Investimentos
Um Fundo de Investimento é um instrumento através do qual um ou mais investidores, em regime de condomínio, contratam um gestor profissional para aplicar seus recursos, dentro das regras estabelecidas em seu regulamento.
Read more
Syllabus
Conceito de Fundos de Investimentos
Um Fundo de Investimento é um instrumento através do qual um ou mais investidores, em regime de condomínio, contratam um gestor profissional para aplicar seus recursos, dentro das regras estabelecidas em seu regulamento.
Read more
Classificação dos Fundos de Investimentos
Existem várias maneiras de classificar os Fundos de Investimento, como: (i) pela legislação que rege cada tipo de Fundo; (ii) pelo regime de subscrição das cotas; (iii) pelo regime de tributação; (iv) pelas restrições aos resgates: com e sem carência; (v) pelas restrições às aplicações; e (vi) pela composição do patrimônio.
Carteiras dos Fundos de Investimentos
A CVM, com o objetivo de proteger o investidor, estabelece certos limites de composição e diversificação para a carteira. Algumas dessas regras são gerais, outras dependerão do tipo de FI a que se refere.
Regime de Tributação e Clube de Investimento
Na Carteira Administrada há a contratação de um gestor profissional. No entanto, as regras são estabelecidas por meio de um contrato particular entre o titular dos recursos da carteira e o gestor. E um Clube de Investimento é um condomínio de pessoas físicas para aplicação de recursos em títulos e valores mobiliários.
Good to know
Good to know
Know what's good ,
what to watch for , and
possible dealbreakers
Ensina conceitos cruciais do mercado financeiro, ideais para quem busca entender investimentos
Abrange diversos aspectos dos fundos de investimento, desde conceituação até a operação de um fundo
Fornece uma base sólida para iniciantes que desejam se aprofundar no mercado de fundos de investimento
Conteúdo prático e aplicável, incluindo limites para composição de carteiras e regime de tributação
Carga horária compacta distribuída em quatro módulos, facilitando o aprendizado
Save this course
Save Fundos de Investimento to your list so you can find it easily later:
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Activities
Be better prepared
before
your course. Deepen your understanding
during
and
after
it. Supplement your coursework and achieve mastery of the topics covered
in Fundos de Investimento with these
activities:
Escreva um artigo comparando e contrastando fundos de investimento e clubes de investimento
Show steps
Criar uma comparação escrita entre fundos de investimento e clubes de investimento aprofundará sua compreensão das características, vantagens e desvantagens de cada tipo de veículo de investimento.
Show steps
-
Pesquise sobre fundos de investimento e clubes de investimento, identificando suas principais características.
-
Compare e contraste os aspectos legais, estruturais e operacionais dos dois tipos de veículo.
-
Destaque as vantagens e desvantagens de cada tipo, apoiando-as com exemplos.
Show all one activities
Escreva um artigo comparando e contrastando fundos de investimento e clubes de investimento
Show steps
Criar uma comparação escrita entre fundos de investimento e clubes de investimento aprofundará sua compreensão das características, vantagens e desvantagens de cada tipo de veículo de investimento.
Show steps
Show steps
Show steps
- Pesquise sobre fundos de investimento e clubes de investimento, identificando suas principais características.
- Compare e contraste os aspectos legais, estruturais e operacionais dos dois tipos de veículo.
- Destaque as vantagens e desvantagens de cada tipo, apoiando-as com exemplos.
Show all one activities
Career center
Learners who complete Fundos de Investimento will develop knowledge and skills
that may be useful to these careers:
Investment Manager
Investment Manager
An Investment Manager is responsible for managing investment portfolios for individuals and institutions. This course helps build a foundation in the fundamentals of investment funds, which is essential for success in this role. The course provides an understanding of the different types of funds, their investment objectives, and the risks and returns associated with each type of fund. This knowledge is critical for Investment Managers to make sound investment decisions for their clients.
Investment Advisor
Investment Advisor
An Investment Advisor provides financial advice to individuals and institutions. This course helps build a foundation in the fundamentals of investment funds, which is essential for success in this role. The course provides an understanding of the different types of funds, their investment objectives, and the risks and returns associated with each type of fund. This knowledge is critical for Investment Advisors to make sound investment recommendations to their clients.
Wealth Manager
Wealth Manager
A Wealth Manager provides financial advice and services to high-net-worth individuals and families. This course helps build a foundation in the fundamentals of investment funds, which is essential for success in this role. The course provides an understanding of the different types of funds, their investment objectives, and the risks and returns associated with each type of fund. This knowledge is critical for Wealth Managers to make sound investment recommendations to their clients.
Portfolio Manager
Portfolio Manager
A Portfolio Manager is responsible for managing investment portfolios for individuals and institutions. This course helps build a foundation in the fundamentals of investment funds, which is essential for success in this role. The course provides an understanding of the different types of funds, their investment objectives, and the risks and returns associated with each type of fund. This knowledge is critical for Portfolio Managers to make sound investment decisions for their clients.
Financial Analyst
Financial Analyst
A Financial Analyst researches, analyzes, and makes recommendations on investment opportunities. This course helps build a foundation in the fundamentals of investment funds, which is essential for success in this role. The course provides an understanding of the different types of funds, their investment objectives, and the risks and returns associated with each type of fund. This knowledge is critical for Financial Analysts to make sound investment recommendations to their clients.
Fund Manager
Fund Manager
A Fund Manager is responsible for managing investment funds for individuals and institutions. This course helps build a foundation in the fundamentals of investment funds, which is essential for success in this role. The course provides an understanding of the different types of funds, their investment objectives, and the risks and returns associated with each type of fund. This knowledge is critical for Fund Managers to make sound investment decisions for their clients.
Financial Planner
Financial Planner
A Financial Planner provides financial advice and services to individuals and families. This course helps build a foundation in the fundamentals of investment funds, which may be useful for success in this role. The course provides an understanding of the different types of funds, their investment objectives, and the risks and returns associated with each type of fund. This knowledge may be helpful for Financial Planners to make sound investment recommendations to their clients.
Compliance Officer
Compliance Officer
A Compliance Officer is responsible for ensuring that an organization complies with all applicable laws and regulations. This course helps build a foundation in the fundamentals of investment funds, which may be useful for success in this role. The course provides an understanding of the different types of funds, their investment objectives, and the risks and returns associated with each type of fund. This knowledge may be helpful for Compliance Officers to understand the risks associated with different investment strategies and ensure that organizations comply with all applicable laws and regulations.
Auditor
Auditor
An Auditor is responsible for examining and verifying financial records. This course helps build a foundation in the fundamentals of investment funds, which may be useful for success in this role. The course provides an understanding of the different types of funds, their investment objectives, and the risks and returns associated with each type of fund. This knowledge may be helpful for Auditors to understand the risks associated with different investment strategies and ensure that organizations are presenting their financial records accurately.
Investment Banker
Investment Banker
An Investment Banker provides financial advice and services to corporations and governments. This course helps build a foundation in the fundamentals of investment funds, which may be useful for success in this role. The course provides an understanding of the different types of funds, their investment objectives, and the risks and returns associated with each type of fund. This knowledge may be helpful for Investment Bankers to understand the investment landscape and make sound financial recommendations to their clients.
Tax Accountant
Tax Accountant
A Tax Accountant is responsible for preparing and filing tax returns for individuals and organizations. This course helps build a foundation in the fundamentals of investment funds, which may be useful for success in this role. The course provides an understanding of the different types of funds, their investment objectives, and the tax implications of investing in each type of fund. This knowledge may be helpful for Tax Accountants to provide sound tax advice to their clients.
Risk Manager
Risk Manager
A Risk Manager is responsible for identifying and managing risks within an organization. This course helps build a foundation in the fundamentals of investment funds, which may be useful for success in this role. The course provides an understanding of the different types of funds, their investment objectives, and the risks and returns associated with each type of fund. This knowledge may be helpful for Risk Managers to understand the risks associated with different investment strategies.
Financial Consultant
Financial Consultant
A Financial Consultant provides financial advice and services to individuals and businesses. This course helps build a foundation in the fundamentals of investment funds, which may be useful for success in this role. The course provides an understanding of the different types of funds, their investment objectives, and the risks and returns associated with each type of fund. This knowledge may be helpful for Financial Consultants to make sound investment recommendations to their clients.
Actuary
Actuary
An Actuary is responsible for assessing and managing financial risks for insurance companies and other organizations. This course helps build a foundation in the fundamentals of investment funds, which may be useful for success in this role. The course provides an understanding of the different types of funds, their investment objectives, and the risks and returns associated with each type of fund. This knowledge may be helpful for Actuaries to understand the risks associated with different investment strategies and make sound financial decisions.
Data Analyst
Data Analyst
A Data Analyst is responsible for collecting, analyzing, and interpreting data to help organizations make better decisions. This course helps build a foundation in the fundamentals of investment funds, which may be useful for success in this role. The course provides an understanding of the different types of funds, their investment objectives, and the risks and returns associated with each type of fund. This knowledge may be helpful for Data Analysts to understand the financial landscape and make sound data-driven decisions.
For more career information including salaries, visit:
OpenCourser.com/course/ol62tk/fundos
Reading list
We've selected six books
that we think will supplement your
learning. Use these to
develop background knowledge, enrich your coursework, and gain a
deeper understanding of the topics covered in
Fundos de Investimento.
Este livro seminal de investimento fornece princípios fundamentais para o sucesso no mercado de ações. Embora não se concentre especificamente em fundos de investimento, oferece insights atemporais sobre análise de valores e investimento de longo prazo.
Este livro clássico de análise de investimentos fornece uma base para avaliar ações e títulos. Embora não se concentre em fundos de investimento, oferece insights valiosos sobre os fundamentos da análise de valores mobiliários.
Esta coleção de ensaios de Warren Buffett oferece uma visão sobre sua filosofia de investimento e estratégias de negócios. É uma leitura inspiradora e informativa para profissionais de investimentos que buscam aprender com um dos investidores mais bem-sucedidos do mundo.
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Este livro prático oferece conselhos simples e eficazes para investir com sucesso no longo prazo. Embora não seja específico para fundos de investimento, fornece estratégias essenciais para gerenciar portfólios de forma eficiente.
Esta obra de referência abrangente fornece uma compreensão detalhada de títulos de renda fixa. Embora não seja focada especificamente em fundos de investimento, oferece conhecimento fundamental para avaliar e investir em carteiras de renda fixa.
Este livro explora a relação entre dinheiro e psicologia humana. Fornece insights sobre os vieses cognitivos e comportamentos emocionais que podem afetar as decisões de investimento. É uma leitura complementar valiosa para profissionais que buscam entender os aspectos psicológicos do investimento.
For more information about how these books relate to this course, visit:
OpenCourser.com/course/ol62tk/fundos
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Effort
4 semanas, de 4 a 5 horas por semana.
Level
Introductory
Via
Coursera
Institution
Fundação Instituto de Administração
Instructor
George Sales
Language
Português
This course belongs to a
collection
called
Mercado de Capitais. It's comprised of four courses:
- Riscos Financeiros (Crédito, Mercado e Liquidez)
- Estrutura e Funcionamento do Mercado
- Mercado e Títulos de Renda Fixa e de Renda Variável
- Fundos de Investimento (viewing)
Good to know
Ensina conceitos cruciais do mercado financeiro, ideais para quem busca entender investimentos
Abrange diversos aspectos dos fundos de investimento, desde conceituação até a operação de um fundo
Fornece uma base sólida para iniciantes que desejam se aprofundar no mercado de fundos de investimento
Conteúdo prático e aplicável, incluindo limites para composição de carteiras e regime de tributação
Carga horária compacta distribuída em quatro módulos, facilitando o aprendizado
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