Mutual Funds and Ethics

Get an introduction to mutual funds and the interrelationship between mutual funds, insurance, and ethics.

Includes: Certificate of Completion

Approval: #289934

Credit Type: Life Only

Credit: 7 Hour(s) | Language: English

Leading business solution for your company's regulatory training. Learn more.

About this Course

Life expectancy at birth is now seventy-tw- years for males and seventy-nine for females, thanks to improvements in our living environment and advances in medical care. The older population those age sixty-five and over are the fastest growing segment of the population. According to the U.S. Census Bureau, by 2030, one in five Americans will be a senior citizen. Now people can expect to live twenty to twenty-five years after retirement. With growing uncertainty about Social Security and the shift from employer to employee responsibility for retirement saving, people are starting at younger ages to save ahead for retirement. Planning for retirement is usually longorange, and mutual funds lend themselves better to longorange planning than to shortoterm investing. The security, flexibility and convenience of mutual funds are particularly attractive to investors planning for retirement. Mutual funds now have more assets than banks and insurance. The purpose of this course is to introduce the student to Mutual funds and the interrelationship between mutual funds, insurance and ethics.

Regulatory Information

Name:California Department of Insurance
Phone:916-492-3500
Fax:916-445-5280
Website URL:https://www.insurance.ca.gov/
Email Address:license.bureau@insurance.ca.gov
Address:300 Capitol Mall, Ste.1700
City:Sacramento
State:CA
Zip:95814

Bulk Order Calculator

X
$ 20.00

BUY IN BULK ACROSS THE ENTIRE COURSE CATALOG

360training's extensive course catalog includes over 6,000 courses in a variety of different industries. Browse our complete course catalog, select all the courses you need, and calculate your savings.

Buying for a Team or Group?

Interested in bulk discounts and flexible billing options on our expansive library of Insurance Education courses? Connect with our Corporate Sales Executives today!

Upgrade your LMS to Include Manager-Level Access

  • Assign Courses
  • Tracking Employee Progress
  • Maintain and Organize Records
loading...

Privacy Policy  |   Legal

©2021 360training

©2021 360training   Privacy Policy  |   Legal
Chat