Guide to Investing in Mutual Funds |
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Date:
July 15, 2010
Time:
1:00 pm to
4:30 pm
Location:
WB Scranton
Credits:
4
Cost: $
69.00
Course Type:
Financial
Instructor:
David Geistwite
Course Description:
This course will highlight the history and structure of mutual fund companies. We’ll tackle the details of the prospectus, and how mutual funds meet client-planning needs. We will also break down fund advantages such as diversification, redemptions, distributions, and dividends. Additionally featured will be risk/reward relationships, fees & expenses, and purchasing “A-B-C” share classes. We will complete the session discussing mutual fund styles, strategies, performance factors, and regulatory related matters. |
Course Registration
| CE Courses to Register | Credits | | P&C Package I (online) |  Commercial P&C (online version) | 12 | | Ethics (online version) | 12 | | Total Credits: | 24 | | Total Cost: | $79.00 |
Click to remove course.
| Pricing Structure |
| CE Course Pricing |
| 4 Credit Course |
$69.00 |
| 8 Credit Course |
$129.00 |
| (2) 4 Credit Courses |
$138.00 |
| CE Packages |
| 12 Credits |
$179.00 |
| 16 Credits |
$229.00 |
| 20 Credits |
$279.00 |
| 24 Credits |
$329.00 |
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PA INS. DEPT NOTICE:
