GCMFA
Fifteenth Annual Mutual Fund
Basic Training Workshop
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 Transaction Services, 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 issues, expense ratios, 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.
Date: Tuesday, November 5, 2013
Time: 8:30 a.m. – 1:00 p.m.
Location: Pictoria Tower – 1st Floor Conference Room
225 Pictoria Drive
Cincinnati, OH 45246
behind Showcase Cinema de Lux
at Route 4 & I-275 (Exit 41)
Cost: $30/person (lunch included) ~ $100 non member fee
Space is limited! Fax or email your registration now, then mail the form 13-11-05 Basic Training Flyer and Registration with your payment to GCMFA by October 29. Note: Your reservation is a financial commitment.