Self-Study Continuing Education Courses
for Financial Professionals

Advisor's Guide to Mutual Funds View Table of Contents [ Print This Page ] 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 How to Order Order online or by phone (800-588-7039) To order online: Enter quantity below Select purchase option (Print or Download Version) Click "Add to Cart" Discounts and shipping/handling, if applicable, are added during checkout, just before payment. Don't forget: Get 18% off when you order 3 or more courses! Print Price:  $69.00 Download Price:  $59.00 Quantity  Purchase Option:  Print Version Download Version