Mutual Funds - An Introduction

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A mutual fund is an investment that pools together money from many investors and invests it in stocks, bonds, or other securities. It offers investors a relatively easy and efficient means of accessing the capital markets, and is easily the most popular type of investment. This course looks at the fundamentals of mutual funds, describing their basic structure and regulation, pricing and performance measures.

Audience

Private Bankers and other relationship officers with responsibility for serving the high-net-worth clients who want to develop a deeper understanding of the nature and characteristics of private banking, opportunities to differentiate service levels, solutions that attract private banking clients, and the product mix required to sustain this profitable client segment.

Learning Objectives

After completing this course, students 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
  

Questions? Please contact training@aba.com for more information.