Payment is required with registration. Please use a separate form for each person and each class. Courses may be canceled if, in the opinion of the chapter officers, weather conditions are adverse, making travel hazardous. In addition, a class may be cancelled if advanced registration is less than the minimum. In the event of cancellation, each registrant will be contacted and given the option of a refund or of applying the registration fee to a future class.
Priority is given to pre-registered students.
Handouts and check lists will be provided. This course is designed to educate participants in the new NAIC tools for evaluating mutual funds as investments. Using Morningstar reports, the Equity Mutual Fund Check List and the Equity Mutual Fund Comparison Guide will be discussed and demonstrated using data from actual fund. Handouts and worksheets will be provided to registrants. Please bring a 3-ring notebook, ruler, colored markers, and a calculator to class.