Understanding Mutual Funds - Online

An excellent introduction to the global mutual fund industry, this course 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 course also examines the trends that are shaping the industry, including indexation, exchange-traded funds and the booming retirement market.

This course replicates the content from lesson 1 of Mutual Funds - online

This is an asynchronous eLearning course that can be accessed 24/7 from any internet enabled computer. Subscription period for this course is 90 days.

Available TodayOnlineUSD$120.00
Instructional Method:
Self-Study
Level: Basic
CPE Credits: 2

Entry-level analysts, institutional salespersons and traders, aspiring portfolio managers, individual investors.
Students will 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
Understanding Mutual Funds
  • Industry overview and brief history
  • Net asset value
  • Fund families
  • Benefits and drawbacks of mutual funds