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 Flyer. Register via email or fax the Registration Form to +1-513-939-2653 by October 25, 2019.