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Unformatted text preview: What is an index? Identify them. What information is in a prospectus? Why would an investor read a prospectus? Identify goals of mutual funds by their names. i.e. Balanced, Growth, Income, Sector etc. What is a mutual fund? Why would you invest in one? What fees are included in mutual funds? Internally and externally? What are ETF's and how are they different than mutual funds? Know and compute dollar cost averaging. Know language of investing capital gains, dividends, distributions, equity, P/E ratios, conservative, aggressive investing, bear and bull markets (what do they mean) Asset allocation of different kinds of investors; conservative or aggressive. Types of investment professionals and when to use which one....
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- Fall '07