Chartered mutual fund counselor professional education program.
Contributors: Institute for Wealth Management (National Endowment for Financial Education); Investment Company Institute (U.S.)
Publisher: Institute for Wealth Management; Investment Company Institute
Published: 1996
Place of publication: Denver, CO; [Washington, D.C.]
Language: eng
Subjects: Mutual funds -- United States.; Mutual funds -- Problems, exercises, etc.; Mutual funds -- Law and legislation -- United States.; Investments -- United States.
Notes: Includes bibliographical references.
Table of contents: title: Module 1. Introduction to mutual funds; title: Module 2. Open- and closed-end funds; title: Module 3. Other packaged investment products; title: Module 4. Risk/return, Part 1; title: Module 5. Risk/return, Part 2; title: Module 6. Asset allocation; title: Module 7. Selecting a mutual fund for a client; title: Module 8. Retirement planning; title: Module 9. Ethics, integrity, and professional conduct.