Selecting the Right Mutual Fund

ITEM FIPR0654

Self Paced Course

Available Now
Online

$159.00

Online (Self-paced)

2 Hours

English

Introductory

Virtual Series Course

Available Now
Virtual (Part-Time)

$159.00

Online (Self-paced)

2 Hours

English

Introductory

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Selecting the Right Mutual Fund

This module teaches how to choose mutual funds that match an investor's objectives. Also covered is how tolerance for risk affects an investor's selection of a mutual fund. In addition we'll cover such other factors as value investing vs. growth investing, past performance of the fund, and tax implications.

CPE Credits: 2

Program Details (NASBA) View

Program Level	Basic
Prerequisites	This course has no prerequisites
Advance Preparation	No advance preparation required
Recent Revision Date	October 7, 2014
Instructional Delivery Method	QAS Self Study
Field of Study	Management Advisor Services

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Curriculum

What you'll learn

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Duration : 2 hours

Understanding fund objectives
Determining risk tolerance
Deciding asset allocation
Researching funds
Small-cap vs. large cap and value vs. growth

Selecting the Right Mutual Fund

Please complete this form and a NYIF Career Advisor will assist you.

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Please complete this form and a NYIF Career Advisor will assist you.

Please fill in the field.

Please complete this form and a NYIF Career Advisor will assist you.

Please fill in the field.

Please complete this form and a NYIF Career Advisor will assist you.

Please fill in a valid email and phone number.

Select preferred contact method

Please fill in the field.

Where Wall Street Goes to SchoolTM!

Please select a time and date from the calendar to book a 15-minute call with a NYIF Career Advisor.

You can also reach us on +1 347 842 2501 or marketing@nyif.com

Something went wrong, please try again later!

Selecting the Right Mutual Fund

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Module 1: Selecting the Right Mutual Fund