21st Annual Mutual Fund Basic Training Workshop

Friday, November 8, 2019

Pictoria Tower

1st Floor Conference Room

225 Pictoria Drive,

Cincinnati, OH 45246

8:30 am- 1:00 pm

 

Chris Minton is our speaker for 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: $40 (Lunch Included)

$110 non-member fee

Deadline for Reservations: October 25, 2019

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 Basic Training Workshop FlyerRegister via email or fax the Registration Form to +1-513-939-2653 by October 25, 2019.