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Advisors’ Guide to an Advanced Look at Mutual Funds

Learn how to explain and help clients understand mutual funds.

Training Type
Live Training
Category
Finance
Duration
1 Hours
Rating
4.9/5

Advisors’ Guide to an Advanced Look at Mutual Funds

Course Introduction

About the Course

Mutual funds have long been the backbone of the investment industry. They effectively introduce diversification and asset allocation to all classes of investors. This democratization of investing has led to the mass adoption of mutual funds as an asset class; it also opens the door to potential abuses for clients and advisors.

In this webinar, we’ll introduce breakpoints, LOIs, load, back-end load, and no-load funds, 12b-1 fees, and asset allocation. Straightforward and crucial information to understand if you are advising clients on investing, retirement planning, or tax issues.

If you are an investment advisor or function within any aspect of the financial advisory spectrum, this course is for you. We will take a comprehensive dive into mutual funds from A to Z, starting with basic features and benefits. We’ll wrap up with breakpoints and what to look for to guard against abuse.

This program presents a comprehensive look at mutual funds. Whether you are new to the financial world or are looking for a refresher on your understanding of how they work, this course is designed to provide easy to understand explanations of important concepts in mutual fund analysis and investing.