Coursera

Analyze Packaged Investment Products

Coursera

Analyze Packaged Investment Products

Professionals in the Industry
Sowjanya

Instructors: Professionals in the Industry

Included with Coursera PlusLearn more

Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

2 hours to complete
Flexible schedule
Learn at your own pace
Gain insight into a topic and learn the fundamentals.
Beginner level

Recommended experience

2 hours to complete
Flexible schedule
Learn at your own pace

What you'll learn

  • Calculating NAV from fund assets, liabilities, and shares outstanding, and explaining why ETF orders may not execute at NAV.

  • Building a tax-treatment matrix that separates fund and ETF distributions, REIT distributions, and variable annuity accumulation and withdrawal

  • Comparing two products against explicit stated constraints and naming the facts a profile does not yet supply

Details to know

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Recently updated!

October 2026

Assessments

5 assignments¹

AI Graded see disclaimer
Taught in English

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There are 3 modules in this course

Explain how net asset value is calculated and updated for open-end mutual funds and ETFs. You'll calculate NAV from a fund's assets, liabilities, and shares outstanding, then work through the distinction that trips most candidates: both mutual funds and ETFs calculate a NAV, but a retail ETF order executes in the secondary market at a price that may differ from it. The module also places closed-end funds, unit investment trusts, and exchange-traded notes against the same structural questions.

What's included

2 videos3 readings2 assignments

Differentiate the federal tax treatment of mutual fund and ETF distributions, REIT distributions, and variable annuity accumulation and withdrawals in a comparison matrix. You'll first work through the cost layer - loads, share classes, 12b-1 fees, operating expenses, breakpoints, rights of accumulation, letters of intent, and surrender charges - then build a tax matrix that separates when tax is owed from what character it takes.

What's included

2 videos2 readings1 assignment

Select the most appropriate packaged product for an investor seeking tax-advantaged income versus market-linked growth, using provided client profiles. You'll compare products across liquidity, time horizon, cost, guarantees, issuer credit risk, and eligibility - and learn the professional discipline the task actually requires: comparing against the constraints a profile explicitly states, and naming the facts it has not supplied.

What's included

2 videos1 reading2 assignments

Instructors

Professionals in the Industry
Coursera
28 Courses2,515 learners

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¹ Some assignments in this course are AI-graded. For these assignments, your data will be used in accordance with Coursera's Privacy Notice.