When it comes to investing in mutual funds investors have literally thousands of choices. Mapping an investment plan for your client means understanding what they are saving for, when they will need the money and how much risk they can tolerate. This class covers the in’s and out’s of the different types of mutual funds, bond funds, money market funds and stock funds. Also covered are tax consequences, capital gain distributions, ordinary dividends, non-dividend distributions, exempt-interest dividends and much more.

Class highlights include:

• Types of Mutual Funds and Their Characteristics


• Factors to Consider


• Sources of Information on Mutual Funds


• Bond Funds, Stock Funds, Asset Allocation Funds, and Sector Funds


• Fees and Expenses


• Degrees of Risk


• Advantages and Disadvantages of Mutual Funds


• Tax Consequences - Ordinary Dividends and Capital Gain Distributions


• Approved for 3 Hours of Elective Continuing Education