Tag Archives: Professionals
Standards And Ethics For Financial Professionals
Scandals and fraud have given financial professionals a black eye. Learn some typical ethical dilemmas and how to stay clean.
Investopedia: Articles and Tutorials
How to Create and Manage a Mutual Fund or Exchange-Traded Fund: A Professional’s Guide (Wiley Finance)
How to Create and Manage a Mutual Fund or Exchange-Traded Fund: A Professional’s Guide (Wiley Finance)
With this book, author Melinda Gerber walks you through the twenty-nine steps needed to start a mutual fund and the thirty-six steps needed to start an ETF. She provides costs and detailed explanations of how to accomplish each task from fledgling idea to the actuality of selling shares, and also takes the time to explain the importance of creating a clear vision for your fund as well as how to successfully profile customers and identify your competition.
Mutual Fund Industry Handbook : A Comprehensive Guide for Investment Professionals
Mutual Fund Industry Handbook : A Comprehensive Guide for Investment Professionals
“The Mutual Fund Industry Handbook is a remarkably important work . . . I am profoundly impressed by the broad and comprehensive sweep of information and knowledge that this book makes available to industry participants, college and business school students, and anyone else with a serious interest in this industry.”
– From the Foreword by John C. Bogle President, Bogle Financial Markets Research Center Founder and former chief executive, The Vanguard GroupA Foreword by John C. Bogle, founder
