Mutual Fund school training courses in Austin, TX (public, in-house or online)

Investors have increasingly turned to mutual funds to save for education, retirement and other financial goals.

The popularity of mutual funds has resulted in significant industry growth in terms of the number of funds, variety of funds and in the dollar value of assets under management.

This course presents a complete and comprehensive overview on the topic of mutual funds. It begins with a thorough study of mutual fund characteristics, features and benefits. The course covers s...

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Understanding Mutual Funds
Topics covered include:
Industry overview and brief history
Net asset value
Fund families
Benefits and drawbacks of mutual funds
Duration: 2 hours

Various Mutual Fund Products
Topics covered include:
Equity and fixed income mutual funds
Hybrid securities
Multifunds
Closed-end funds
Alternatives to mutual funds
Duration: 2 hours



Selecting the Right Mutual Fund
Topics covered include:
Understanding fu...

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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.

LEARNING OBJECTIVES:
Understand the history of m...

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Six-week course with two 2-hour online lectures per week. During the live lecture, you will be able to raise your hand, ask questions, and participate in classroom discussions. All lectures are recorded and are available up to four weeks after your last day of classes. Includes enrollment fees, tuition, and materials covering the following topics:

Introduction to Mutual Funds
Open- & Closed-End Funds: Types & Characteristics
Other Packaged Investment Products
Risk/Return: P...

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