Mutual Funds

New York Institute of Finance

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Self Paced Course

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$549.00

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10 Hours

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English

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Introductory


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17

Mutual Funds

An 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.

CPE Credits: 10 - The complete list of CPE courses can be found here.

Program Details (NASBA) View
Program Level Basic
Prerequisites This course has no prerequisites
Advance Preparation No advance preparation required
Recent Revision Date October 7, 2015
Instructional Delivery Method QAS Self Study
Field of Study Management Advisory Services

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Duration : 2 hours

  • Industry overview and brief history
  • Net asset value
  • Fund families
  • Benefits and drawbacks of mutual funds

Duration : 2 hours

  • Equity and fixed income mutual funds
  • Hybrid securities
  • Multifunds
  • Closed-end funds
  • Alternatives to mutual funds

Duration : 2 hours

  • Understanding fund objectives
  • Determining risk tolerance
  • Deciding asset allocation
  • Researching funds
  • Small-cap vs. large cap and value vs. growth

Duration : 2 hours

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

Duration : 2 hours

  • Boom in the industry
  • Shift to Defined-Contribution pension plans
  • Developments in fund types
  • Developments in fund types
  • Distribution channels
  • Global deregulation
  • Future of global mutual fund investing