20th Annual Mutual Fund Basic Training Workshop

Thursday, November 08, 2018        |        8:30am – 1:00 pm Workshop

 

Pictoria Tower

1st Floor Conference Room

225 Pictoria Dr.

Cincinnati, OH 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.  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 26, 2018
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.

Click here for 20th Annual Mutual Fund Basic Training Workshop Flyer Register via email or fax the Registration Form to +1-513-939-2653 by October 26, 2018.