Selecting the Right Mutual Fund

New York Institute of Finance

ITEM FIPR0654

Self Paced Course

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$159.00

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2 Hours

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English

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Introductory


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17

Selecting the Right Mutual Fund

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.

CPE Credits: 2

Program Details (NASBA) View
Program Level Basic
Prerequisites This course has no prerequisites
Advance Preparation No advance preparation required
Recent Revision Date October 7, 2014
Instructional Delivery Method QAS Self Study
Field of Study Management Advisor Services

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Duration : 2 hours

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