Fundos de Investimento from Coursera

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!

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.

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Read about what's good

what should give you pause

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

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

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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.

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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.

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Career center

Learners who complete Fundos de Investimento will develop knowledge and skills that may be useful to these careers:

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.

See salaries and explore the career path for Financial Analyst

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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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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.

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Fundos de Investimento

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Syllabus

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