ABA 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 regulations, 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.
Delivery Options
Self-Paced
Online.
Enrollment Form
Download and print an enrollment form from here, complete and fax to 904-354-1834.