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.