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Mutual Fund Investing: A Working Knowledge (4151331B)
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"Nothing is the same in the investing world after the lost decade of 2000-09. This course will help you develop a working knowledge of mutual fund investing in this new age. Gain knowledge to construct appropriate mutual fund portfolios; dive into the definition and governance of mutual funds; analyze fund investment style, performance, statistics and expenses; and understand industry topics and trends, including passive vs. active investing, exchange traded funds and market timing. " Addit

8/25/2015
When: 8/25/2015
9:30 AM - 5:30 PM
Where: Webcast/Webinar
Presenter: Patrick D. Powers, CPA, PFS, CFA
Contact: April Deneault
801-834-6634


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Nothing is the same in the investing world after the lost decade of 2000-09. This course will help you develop a working knowledge of mutual fund investing in this new age.
Gain knowledge to construct appropriate mutual fund portfolios; dive into the definition and governance of mutual funds; analyze fund investment style, performance, statistics and expenses; and understand industry topics and trends, including passive vs. active investing, exchange traded funds and market timing.


Objectives:



    Identify tools and resources for analyzing mutual funds.
    Determine how to increase your odds of selecting top-performing funds.
    Recognize how to construct and manage an investment portfolio comprised of mutual funds.
    Recall how to monitor performance and control risk.
    Recognize and avoid costly mistakes.


    
   

Major Subjects:



    Mutual fund fundamentals: Organization, distribution, pricing, taxation and expenses
    History, growth and types of mutual funds
    Research and evaluation resources
    Account titling
    Mutual fund prospectus
    Style analysis
    Performance evaluation and monitoring
    Statistical risk measures
    Asset allocation and diversification
    Household portfolio management
    Market conditions

          

Designed For:

CPAs who invest on their own or advise on or manage mutual fund portfolios, as well as those desiring a more in-depth knowledge about how to evaluate, select and manage mutual fund investments.

Prerequisite:  None

Advanced Prep:  None

Speaker: Patrick D. Powers, CPA, PFS, CFA

Vendor: CalCPA

Field of Study:  Tax

Level:   Beginning

CPE Credit: 8 Hours

Acronym:  MFUND

 

Registration Fees:

Members: $275

Nonmembers: $375

 

Meet the Speaker:

Patrick D. Powers, CPA/PFS, CFA, CFP – Patrick Powers is President and founder of Powers Capital Investments, Inc., in Anaheim Hills, CA, a SEC registered investment advisor. Powers Capital manages investment portfolios for qualified plans, foundations and high net worth individuals. Mr. Powers is a Chartered Financial Analyst (CFA), a Certified Financial Planner (CFP) and a Certified Public Accountant (CPA/PFS). He began his career at KPMG in Minneapolis, Minnesota. Mr. Powers has a Bachelors Degree in Business Administration with a concentration in Accounting from California State University, Fullerton.

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