Operation of a Mutual Fund Company - Online

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.

This course replicates the content from lesson 4 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:
  • 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.
"Clear and understandable. The animated characters are engaging!"
  • Understanding Mutual Funds - Online
  • Various Mutual Fund Products - Online
  • Selecting the Right Mutual Fund - Online
  • Trends in the Mutual Fund Industry - Online
    • Operation of a Mutual Fund Company
    Topics covered include:
    • Organization of mutual funds
    • Open-end fund structure
    • Participants in a mutual fund
    • Fund fee structures
    • Buying and redeeming shares
    Duration: 2 hours

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