2014 Basic Training Workshop

16th Annual Basic Training Workshop

Wednesday, November 12, 2014

8:30 a.m. – 1:00 p.m.

(Lunch included)

Pictoria Tower- 1st Floor Conference Room

225 Pictoria Dr.

Cincinnati, Ohio  45246

 

behind Showcase Cinema de Lux

at Route 4 & I-275 (Exit 41)

 

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:

$30/person (lunch included)

$100 non-member fee

Deadline for Reservations:  November 5, 2014

See attached flyer for details.  14-11-12 Basic Training Workshop Flyer  Space is limited!   Fax or email your registration now  , then mail the attached form 14-11-12 Basic Training Registration Form with your payment to GCMFA.

Note: Your reservation is a financial commitment.