Monday, November 6, 2017
8:30am – 1:00 pm Workshop
Pictoria Tower
1st Floor Conference Room
225 Pictoria Dr.
Cincinnati, OH 45246
This half day training course is designed to provide attendees with a comprehensive understanding of how mutual funds are structured, assessed and sold. Chris Minton,
VP/Training Manager for Citi Investor Services Operations, will lead the training. The following key areas will be covered during this training:
Part I: Fund Basics – we’ll take a look at common mutual fund objectives, the risk/reward characteristics of the securities they invest in, and the advantages associated with mutual funds.
Part II: Purchasing Mutual Funds – we’ll assess how a fund’s share price is determined, where investors go to purchase funds, the various types of sales charges that exist, and examine what makes up a fund’s expense ratio.
Part III: Comparing Mutual Funds – we’ll examine the criteria that investors and investment professionals use in comparing various funds: performance, expense, risk indicators, etc.
We will conclude by going through a Morningstar report to tie all of the information together!
BONUS: Overview of Asset Allocation – we’ll have this bonus session presented over lunch.
Cost: $35 (Lunch Included)
$100 non-member fee
Deadline for Reservations: October 27, 2017
Space is limited to 40 participants! Fax or email your registration now, then mail the attached form with your payment to GCMFA. Note: Your reservation is a financial commitment.