Guide to Investing in Mutual Funds |
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Date:
June 13, 2024
Time:
9:00 am to
1:00 pm
Location:
Virtual via Zoom
Credits:
4
Cost: $
79.00
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
| Pricing Structure |
| CE Course Pricing |
| 1 Credit Course |
$49.00 |
| 4 Credit Course |
$79.00 |
| 8 Credit Course |
$149.00 |
| (2) 4 Credit Courses |
$158.00 |
| CE Packages |
| 12 Credits |
$199.00 |
| 16 Credits |
$249.00 |
| 20 Credits |
$299.00 |
| 24 Credits |
$349.00 |
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