REGISTRATION STATUS: OPEN - Register today! We're delighted to have you attend.
You will learn:
The basics of mutual fund and exchange traded fund investing. Learn to analyze performance, risk, fees, the market, the industry and sector, and historical performance charts. Cover overvaluation and undervaluation. Identify potential investment problems and gain a better understanding of the mutual fund and exchange traded fund industries.
Highlights:
* Advantages and disadvantages of various products
* Review of performance selection criteria
* Fund risk analysis and measurement techniques as selection tools
* MPT: Modern portfolio analysis techniques
* Fee structures
* Historical performance of sector funds
* Asset allocation techniques and methods
* Broker fund marketing techniques
* Identifying and evaluating fund investment costs, fees, and commissions
* The effect of economic conditions and activity on the investment markets and fund selection
* Case studies
Date: Friday, October 03, 2008
Time: 8:00AM - 4:00PM (Registration at 7:30AM )
Facility: Penn State Great Valley, Malvern
CPE Credit: 8 Other
Instructor: Gerald H. Carnes Jr., CPA
Developer: Gerald H Carnes Jr CPA
Course Level: Intermediate
Fee: $225 PICPA Members, $275 Non-Members
ClassPass coupons / fee: 1 / $0
CLE credits / fee: Yes / $50
Note:
Plan to attend "Investment Selection - Stocks & Equities" (course 242901) on Aug. 20 in Malvern.
