Guide to Investing in Mutual Funds

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.