Webcast: Mutual Fund Investing: A Working Knowledge (CAMFUND16)
Tell a Friend About This EventTell a Friend
 

12/13/2016
When: 12/13/2016
8:30 AM until 4:00 PM
Where: Webcast
CALCPA
4161331D
United States
Presenter: Patrick D. Powers, CPA, PFS, CFA


Online registration is closed.
« Go to Upcoming Event List  

Acronym CAMFUND16
CPE 8 hours
Vendor CalCPA
Category
Management
Level Basic
Yellow Book No
Prerequisite 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.
Members $245
CPA Non-Members $375

The Member rate applies to LCPA members, reciprocal state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Description

Nothing is the same in the investing world after the "lost decade" of 2000-09, the "Great Recession" and the advent of "flash crashes." Learn how to develop a working knowledge of mutual fund investing in this new age by diving into the definition and governance of mutual funds; analyzing fund investment style, performance, statistics and expenses; and understanding industry topics and trends, including passive vs. active investing, exchange traded funds and market timing.

Materials are provided as an ebook.

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.

Topics

  • Mutual fund fundamentals: Types, history, organization, distribution, pricing, taxation and expenses
  • Research and evaluation resources
  • Account titling
  • Style analysis
  • Statistical risk measures
  • Asset allocation and diversification
  • Household portfolio management
  • Market conditions