FINANCIAL MARKET COURSES
Japanese Equity Market
Receivable Finance (New)
Lending - An Introduction
The Lending Cycle
Commodities - An Introduction (Revised)
Commodities - Trading (New)
Commodities - Livestock (New)
Commodities - Softs (New)
Primer – MiFID II/MiFIR (New)
Understanding Private Wealth Management Business
Private Wealth Management Products & Services
Primer – Smart Beta (New)
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Mutual Funds (US) – An Introduction
A mutual fund is an investment company that pools together money from many investors and invests it in stocks, bonds, or other securities. They offer investors a relatively easy and efficient means of accessing the capital markets, and are easily the most popular type of Investment Company in the United States.
This course looks at the fundamentals of mutual funds, describing among other things their basic structure and regulation, pricing and performance measures, and the different categories on offer from relatively risk-free money market funds to more risky stock and hybrid funds.
On completion of this course, you will be able to:
• Describe the basic features and characteristics of US mutual funds
• Distinguish between the different categories of mutual fund, namely stock (and stock index) funds, bond funds, money market funds, and hybrid funds
Topic 1: Overview of Mutual Funds
• Mutual Funds- A Form of Investment Company
• What is A Mutual Fund?
• The Popularity of Mutual Funds
• Key features of Mutual Funds
Topic 2: Types of Mutual Fund
• Categories of Mutual Fund
o Stock (equity) Funds
• Funds Defined by Investment Strategy
• Funds Defined by Market Cap
• Funds Defined by Region
• Funds Defined by Sector
• Stock Index Funds
o Bond (Fixed Income) funds
o Money Market Funds
o Hybrid Funds
Financial Markets – An Introduction - View Now
ESTIMATED COMPLETED TIME
Mutual Funds (US) - Investing
This course examines the steps investors must take in planning a mutual fund investment: identification of investment criteria, collecting information, assessment of risk, and purchasing shares. It also details the various fees and expenses associated with mutual funds and examines the tax implications of a mutual fund investment.
Intuition engages with over 30 accreditation bodies to ensure Know-How can be used for CPE credits. If your organization needs CPE from a body not listed below, contact us and we will endeavour to have them included.
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