GCMFA Basic Training Workshop

GCMFA Fifteenth Annual Mutual Fund Basic Training Workshop 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 Transaction Services, 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...

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