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Webcast: Mutual Fund Investing: A Working Knowledge (CAMFUND15)
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Nothing is the same in the investing world after the lost decade of 2000-09. This course will help you develop a working knowledge of mutual fund investing in this new age. Gain knowledge to construct appropriate mutual fund portfolios; dive into the definition and governance of mutual funds; analyze fund investment style, performance, statistics and expenses; and understand industry topics and trends, including passive vs. active investing, exchange traded funds and market timing.

12/17/2015
When: 12/17/2015
8:30 AM until 4:00 PM
Where: Webcast
Louisiana
United States
Presenter: Patrick D. Powers, CPA, PFS, CFA


Online registration is closed.
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Registration Fees
Members $275
Non-Members $375

CPE: 8 hours
Level: Basic
Vendor: CalCPA
Category: Administrative Practice
Prerequisites: None
Advanced prep: None

Who should attend: CPAs who invest on their own or advise on or manage mutual fund portfolios, as well as those desiring a more in-depth knowledge about how to evaluate, select and manage mutual fund investments.

Nothing is the same in the investing world after the lost decade of 2000-09. This course will help you develop a working knowledge of mutual fund investing in this new age. Gain knowledge to construct appropriate mutual fund portfolios; dive into the definition and governance of mutual funds; analyze fund investment style, performance, statistics and expenses; and understand industry topics and trends, including passive vs. active investing, exchange traded funds and market timing.

Objectives

  • Identify tools and resources for analyzing mutual funds.
  • Determine how to increase your odds of selecting top-performing funds.
  • Recognize how to construct and manage an investment portfolio comprised of mutual funds.
  • Recall how to monitor performance and control risk.
  • Recognize and avoid costly mistakes.


Major Topics
  • Mutual fund fundamentals: Organization, distribution, pricing, taxation and expenses
  • History, growth and types of mutual funds
  • Research and evaluation resources
  • Account titling
  • Mutual fund prospectus
  • Style analysis
  • Performance evaluation and monitoring
  • Statistical risk measures
  • Asset allocation and diversification
  • Household portfolio management
  • Market conditions


 

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