2016 Basic Training Workshop

18th Annual Basic Training Workshop

Thursday, November 10, 2016

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 and 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 rat

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 (Lunch Included)

$100 non-member fee

Deadline for Reservations:  October 31, 2016

Space is limited to 40 participants!  Click here for Basic Training Workshop Flyer   Register via email or fax now then mail the Registration Form with your payment to GCMFA.  Note: Your reservation is a financial commitment.