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eLearning Course Catalog
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Curriculum
Mutual Funds - An Introduction
- ABA eLearning
Price: $135 members; $180 non-members ENROLL NOW
Duration: 60 minutes
Course Description: A
mutual fund is an investment that pools together money from many investors
and invests it in stocks, bonds, or other securities. It offers
investors a relatively easy and efficient means of accessing the capital
markets, and is easily the most popular type of investment. This
course looks at the fundamentals of mutual funds, describing their basic
structure and regulation, pricing and performance measures.
Audience:
Private Bankers and other relationship officers with responsibility for
serving the high-net-worth clients who want to develop a deeper
understanding of the nature and characteristics of private banking,
opportunities to differentiate service levels, solutions that attract
private banking clients, and the product mix required to sustain this
profitable client segment.
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Learning Objectives:
After completing this course,
students will be able to: |
- Describe the basic
features and characteristics of US mutual funds.
- Distinguish
between the different categories of mutual funds, namely stock (and
stock index) funds, bond funds, money market funds, and hybrid
funds.
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For further information,
please call 212-297-1679 or elegg@nyba.com.
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