Wall Street Investment Management
Education
Mutual Funds Investing Course (Day 3)
Course Topics:
- Introduction to Fund Investing
- Mutual Funds Types and Markets
- When to Invest in Funds and When to Invest in Individual
Assets
- Important Fund Documents
- Your Portfolio Goal: Retirement, Growth, Other?
- Evaluating a Fund
- What to Ask Before Buying a Mutual Fund
- Fund Costs
- Benchmarks - The Cost of Lost Opportunity
- Mutual Funds and Net Asset Value (NAV)
- Understanding Total Return
- Mutual Funds and Taxes
- Fund Valuation
- Fund Growth
- Fund Performance and Its Asset Size Relationship
- Fund Risks
- Calculating Your Personal Rate of Return
- Calculating Your Cost Basis
- Risk Analysis and Management
- Historical Risk
- Risk and Return
- Diversification
- Bear-Proofing Your Portfolio
- Fund Warning Signs
- Evaluate Your Fund Manager
- Fraud and Governance Infrastructure Considerations
- Building Your Mutual Fund Portfolio
- Investing in Stock Funds Portfolio
- Investing in Index Funds
- Investing in SRI Funds
- Investing in International Funds
- Investing in Bond Funds
- Investing in Munis
- Investing in Focused Funds
- Investing in Style-Box-Specific versus Flexible Funds
- Investing in Small-Cap, Mid-Cap Funds and Large Cap
Funds
- Investing in Sector-Fund
- Investing in Quirky Bond Funds
- Investing in Closing Funds
- Investing in Undervalued Funds
- Investing in Rookie Funds
- When to Buy and When to Sell a Fund
- Rebalancing Your Portfolio
- Fund Trading Management: Trade Journal and Objective Trading
Checklist
- Behavioral Finance: Investment Psychology and Investor's
Pitfalls
Course Features
- Course Duration: 1 Day
- Course Venue: Las Vegas, USA (Other venues: travel fees apply)
- Course Method: Seminar, Case Studies and Workshop
- Course Fees: $2,000 per person
- Group Discounts: (2 people: $1,800 per person. Three
or more people: $1,600 per person)
2011 Course Calendar
- Course Dates: Sep 7. Oct 5. Nov 9. Dec 7
Course Registration
To register for the course, please email us at:
- contact (at) wallstreetacademy.org
Wall Street Investment Management Program
Modular Wall Street Courses
- Stock Investing Course (Day 1)
Stock investing strategy, best practices and risk
management
- Bond Investing Course (Day 2)
Bond investing strategy, best practices and risk management
- Fund Investing Course
(Day 3)
Fund investing strategy, best practices and risk
management
- Commodity Investing Course
(Day 4)
Commodity investing strategy, best practices and risk
management
- Forex Investing Course
(Day 5)
Forex investing strategy, best practices and risk
management
- Investment Management Course (Day 6)
Investment management strategy, best practices and portfolio
risk management
Investment Program Brochure
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Wall Street
Academy
Investing
Courses

Wall Street
Investment
Courses

Stocks
Investing
Course

Bonds
Investing
Course

Mutual Funds
Investing
Course

Commodities
Investing
Course

Forex
Investing
Course

Investment
Management
Course
|