Fundamentals of Mutual Funds

About This Webinar:

A solid understanding of mutual funds assists service members in navigating available investment options. This webinar overviews mutual fund fees, taxes, performance, and special considerations essential to make informed investing decisions. Learn about the pros and cons of mutual fund characteristics, types of mutual funds, and how they differ from a stock or exchange-traded fund (ETF) so that you can best inform your clients!

Note: Employer plans such as The Thrift Savings Plan Mutual Fund Window will not be covered in this webinar.

Presenter

Dr. Barbara O’Neill, CFP®, AFC writes, speaks, and reviews content about personal finance. A Distinguished Professor Emeritus at Rutgers University, after 41 years of service as a Rutgers Cooperative Extension educator and personal finance specialist, she has written over 160 articles for academic publications and received over 35 national awards and over $1.2 million in grants to support her financial education programs and research. Dr. O’Neill is a past President of the Association for Financial Counseling and Planning Education (AFCPE), a recipient of the AFCPE Distinguished Fellow Award, and a Next Gen Personal Finance fellow.

Continuing Education (CE) Credit

Continuing Education

This webinar has been approved for 1.5 Continuing Education (CE) credits for:

• The Association for Financial Counseling & Planning Education (AFCPE) for Accredited Financial Counselors (AFC); and
• The Center for Financial Certifications (FinCert) for Certified Personal Finance Counselors (CPFC).

Event Materials

Webinar Flyer | PDF
Webinar Slides | PDF
Resources | PDF

Cover Photo: Anna Nekrashevich / Pexels