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Advisor's Guide to Mutual Funds
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Self-Study Continuing Education Courses
for Financial Professionals

Advisor's Guide to Mutual Funds Advisor's Guide to Mutual Funds
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Credits:
CFP®: 4
CPA: 3

Licenses:
CFP
CPA
PACE

Another title in our Advisor's Short Course® series written specifically for financial advisors.
This course was updated on 1/1/2007.

What's Covered
This course provides a comprehensive overview of mutual funds, including their basic features, characteristics, benefits, and structure. Fund investment objectives are reviewed, as are the types of investment management companies. Fees and expenses are explained, and there are full chapters devoted to mutual fund breakpoints and the impact of taxation on the mutual fund investor. Other topics explored include risk and asset allocation with respect to mutual fund investing.


Course Information 

Author
CE Courses, Inc.

What's Included
Course text (68 pages), exam, answer sheet, 24-hour grading, certificate of completion, reporting to CFP Board (if applicable).

Additional CPE credit Information
CFP®  and PACE credit available in all states

CPA credit available in all states except AR, FL, MN, MS, SC, TN, or OR. (Credit for these states will be available in mid-2008.)  NJ and TX  CPA credit: 1/2 stated CPA credit.  CPA credits are measured in accordance with NASBA standards. 


Program delivery method: Self-study–print or download.
Program level: Basic
Course prerequisites: None
Advance preparation: None

Field(s) of Study: 
CFP®: Investments 
CPA: Specialized Knowledge and Applications


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  • Print Price:  $69.00
    Download Price:  $59.00

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    Beacon Hill Financial Educators is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417, Web site: www.nasba.org.
    CFP®, CERTIFIED FINANCIAL PLANNER®, and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
    Beacon Hill Financial Educators is a qualified sponsor of continuing professional education required for individuals enrolled to practice before the Internal Revenue Service (enrolled agents) and are in compliance with the requirements of Treasury Department Circular No 230, section 10.6(g).

    We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.
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