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Mutual Fund Investing: A Working Knowledge 4171331C
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Nothing is the same in the investing world after the lost decade of 2000-09-the Great Recession and the advent of flash crashes. Develop a working knowledge of mutual fund investing in this new age. Dive into the definition and governance of mutual funds; analyzing fund investment style, performance, statistics and expenses; and understanding industry topics and trends, including passive vs. active investing, exchange traded funds and market timing.

11/17/2017
When: 9:30 AM to 5:00 PM
Where: Webinar/Webcast
United States
Presenter: Patrick D. Powers, CPA, PFS, CFA
Contact: April Deneault
801-466-10584


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Curriculums:   Retirement, Pensions, Financial Planning & Ins.,Financial Literacy,Finance, Financial Management. and Controllership

NASBA Credit Category:  Specialized Knowledge

CPE Hours:  8

Description

Nothing is the same in the investing world after the "lost decade" of 2000-09—the "Great Recession" and the advent of "flash crashes." Develop a working knowledge of mutual fund investing in this new age. Dive into the definition and governance of mutual funds; analyzing fund investment style, performance, statistics and expenses; and understanding industry topics and trends, including passive vs. active investing, exchange traded funds and market timing.

Materials are provided as an ebook.



Major Subjects

  • Mutual fund fundamentals: Types, history, organization, distribution, pricing, taxation and expenses
  • Research and evaluation resources
  • Account titling
  • Style analysis
  • Statistical risk measures
  • Asset allocation and diversification
  • Household portfolio management
  • Market conditions

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.

Level:  Beginning

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.

Advanced Prep:

None.

Prerequisite

None.

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