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CONTINUING EDUCATION - Course Listings - Guide to Investing in Mutual Funds
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Guide to Investing in Mutual Funds
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.
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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
Tel: 866.233.6796 Fax: 877.807.6178 [email protected] 2520 Oakwood Lane, Harrisburg, PA 17110