Course Outline
 

Course Title

 

Did Your Fund Manager Deliver?

Course Category

   Online
Target Audience  

Financial Advisors

Continuing Education

 

Advocis (formerly CAIFA & CAFP) (Approval number: CE5484)
IQPF (Approval number: IQPF01-06-0004 - Level 2)
Life Insurance Council of Manitoba
Insurance Councils of Saskatchewan
CMA - Continuous Professional Learning and Development (CPLD)
Chambre de la Sécurité Financière
IDA - Professional Development
CA - Continuous Professional Development (CPD)

Prerequistes

  None
Objectives   This course is essential for any advisor who recommends funds to clients. Like the stock market, mutual fund performance is partly predictable, but partly a game of chance. The secret is to reduce the element of chance. Mutual fund managers are part of the equation: a truly skilful manager has a better chance of beating the market. What can you find out about a fund manager from historical performance records? What are the odds that a successful mutual fund manager was just lucky? Which other factors, besides past performance, do you need to take into account when recommending mutual funds? Are actively managed mutual funds necessarily your clients' best option? Using entertaining concepts including a 'Probability Casino', this course looks at how you can distinguish between skill and luck in the mutual fund market.
Subject by level  

Topics  

 
Duration   2 credit hours
Time to comple the course  
Date  

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