ABA eLearning Courses - Private Banking

 

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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.

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.

For further information, please call 212-297-1679 or elegg@nyba.com.

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