CE Courses

Understanding Mutual Funds


This useful review of mutual funds  will be very helpful to both the novice and seasoned agent/advisor. This course provides the details necessary to provide best-quality client service.

Beginning with the basics, the course goes on to cover the structure of a mutual fund, types of funds, how to select a fund, performance indicators, buying-in and cashing-out, competing products, tax issues, and regulation.

Format: Online

No. of Pages: 65 pages

BC CE Credits: 0 hours

AB CE Credits: 3 hours Life

SK CE Credits: 3 hours

MB CE Credits: 0 hours

ON CE Credits: 3 hours

QC CE Credits: 0 hours

CFP®: 3

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