Course Title:

Mutual Fund 2017NEW


Online Institute of America

Lakeway, Texas, United States

Course format: Online

Mutual funds are important investment instruments that have been essential to both individual and corporate investors for well over a century. Beginning with a brief overview of basic investment principles and the evolution of mutual funds, this course addresses the fundamentals of mutual funds, how they are categorized, their roles and functions, and their investment characteristics. Compliance and regulatory issues are also examined.

Understand the history of mutual funds.
Know the basic definition and workings of mutual funds.
Recognize the various financial entities that work with mutual funds.
Identify the impact and provisions of the Investment Companies Act of 1940, and its impact on mutual funds.
Recognize different types of mutual funds.
Identify the advantages and disadvantages of investing in mutual funds.
Recognize compliance and regulatory elements governing mutual fund sales and programs.

•Lesson 1: Mutual Funds
•Lesson 2: Mutual Funds in the Investment Companies Act of 1940
•Lesson 3: Types of Mutual Funds
•Lesson 4: Pros &, Cons of Mutual Funds.

Elements of this syllabus are subject to change.

Please visit the school's official website or social networks for the latest training price and schedule.

Phone No.: 1-877-251-4387

School Address/Venue(s):

Online Institute of America
4321 Lakeway Blvd
Lakeway, TX 78734

Free Course List: Lakeway

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