An excellent introduction to the global mutual fund industry, this series explores the types of mutual funds, the fund selection process, and the structure of mutual fund companies. As the popularity of mutual funds explodes, this series also examines the trends that are shaping the industry, including indexation, exchange-traded funds and the booming retirement market.
Module Description:
In this module we will be talking about mutual funds in general—where they came from and what they do and don't do for us.
Learning Objectives:
After completing this module, you'll be able to:
Recognize key points in the historical development of mutual funds and the significance of their global popularity among investors
Identify the definition and features of mutual funds and of the associated net asset value, fund families, and investment minimums
Identify specific guidelines and safeguards afforded investors who invest in mutual funds
Recognize or briefly describe benefits and drawbacks of mutual funds
Various Mutual Fund Products
Module Code
:
inve_1049
Level
:
Basic
Training Hours/ CPE Credits
:
2
Module Description:
This module covers the various types and characteristics of mutual funds.
Learning Objectives:
After completing this module, you'll be able to:
Distinguish between equity and fixed-income funds
Identify the different types of hybrid funds
Describe how closed-end funds differ from open-ended funds
Identify alternatives to mutual funds
Selecting the Right Mutual Fund
Module Code
:
inve_1050
Level
:
Basic
Training Hours/ CPE Credits
:
2
Module Description:
This module teaches how to choose mutual funds that match an investor's objectives.
Also covered is how tolerance for risk affects an investor's selection of a mutual fund. In addition we'll cover such other factors as value investing vs. growth investing, past performance of the fund, and tax implications.
Learning Objectives:
After completing this module, you'll be able to:
Align an investor's objectives with the objectives of income and growth funds.
Recognize how tolerance for risk affects your asset allocation and selection of mutual funds.
Identify the key factors that differentiate mutual funds and the importance of researching them.
Operation of a Mutual Fund Company
Module Code
:
inve_1051
Level
:
Basic
Training Hours/ CPE Credits
:
2
Module Description:
This module studies the organization of mutual fund companies—everything from the formation and management of the company, to the selection of the board members, to the structure of the fees and the process of buying and redeeming shares.
Learning Objectives:
After completing this module, you'll be able to:
Identify the role of the major players in a mutual fund company.
Recognize the fees that the mutual fund company charges investors.
Recall the steps in the process of buying and redeeming mutual fund shares.
Trends in the Mutual Fund Industry
Module Code
:
inve_1052
Level
:
Basic
Training Hours/ CPE Credits
:
2
Module Description:
This module covers the latest trends in the financial world and how these trends are reflected in the world of mutual funds.
Learning Objectives:
After completing this module, you'll be able to:
Describe how the mutual fund industry is affected by the current investment trends of the "baby boom" generation.
Explain defined contribution plans and evidence of their global growth and popularity.
Recognize characteristics of the new types of mutual funds that have developed in response to recent investor demand.
Identify new DistributionChannels for mutual funds.
Contrast the advantages and disadvantages of global deregulation.
