Selecting the Right Mutual Fund - Online

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.

This course replicates the content from lesson 3 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:
  • 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.
  • Understanding Mutual Funds - Online
  • Various Mutual Fund Products - Online
  • Operation of a Mutual Fund Company - Online
  • Trends in the Mutual Fund Industry - Online
    • Selecting the Right Mutual Fund
    Topics covered include:
    • Understanding fund objectives
    • Determining risk tolerance
    • Deciding asset allocation
    • Researching funds
    • Small-cap vs. large cap and value vs. growth
    Duration: 2 hours

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