Operation of a Mutual Fund Company - 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 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.
Operation of a Mutual Fund Company
  • Organization of mutual funds
  • Open-end fund structure
  • Participants in a mutual fund
  • Fund fee structures
  • Buying and redeeming shares