Course curriculum
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2
The basics
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Mutual fund developments
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Mutual fund fees background info
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Canadian mutual fund fees are among the highest in the world
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Mutual fund fees: Sales charges (visible)
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Mutual fund fees: Sales charges (visible) - Front end
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Mutual fund fees: Sales charges (visible) - DSC
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Mutual fund fees: Sales charges (visible) - Low-load
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Mutual fund fees: Sales charges (visible) - No-load
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Mutual fund fees: Sales charges (visible) - Fee-based
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Mutual fund fees: Sales charges (visible) - HNW
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Mutual fund manufacturers
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MERs and TERs
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Mutual fund financial statement example
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Mutual fund fees: Ongoing Fees (invisible)
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Management fees
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Components of MER - chart
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Mutual fund series (classes)
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Mutual fund distribution channels
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3
Required disclosures
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Introduction to Sedar
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Sedar.com basics
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How to use Sedar.com
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The Fund Facts document
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Required cost disclosures
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Required rate of return disclosures
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Exercise - look at your own statement
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Mutual fund fees: a global view
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US: SEC Regulation Best Interest
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CSA latest decision
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4
Problems with mutual funds
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Trends in advisor compensation
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They don't have to discuss trailer fees
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Trailing commissions are a huge drain on returns
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Easy money: Automatic conversion arrangements
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No fiduciary duty required
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5
How the MER makes them rich
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Mutual fund chart
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ETF chart
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Mutual fund vs ETF summary
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6
The main alternative: ETFs
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ETF basics
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ETF types
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ETF funds
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7
Active vs passive investing
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SPIVA introduction
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SPIVA Canada scorecard
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SPIVA U.S. scorecard
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Morningstar Active/Passive Barometer
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Net assets of mutual funds and ETFs
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Net sales of mutual funds and ETFs
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Mutual fund managers and number of funds
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ETF Managers and number of funds
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Mutual fund and ETF assets by asset class
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Mutual fund annual asset growth
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ETF annual asset growth
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8
Mutual fund fee calculators
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Mutual Fund Fee Calculator
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Getsmarteraboutmoney Mutual Fund Fee Calculator
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9
Comparing mutual funds and ETFs
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Morningstar.ca
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10
Getting out of mutual funds
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The puke point
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The steps to get out of mutual funds
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How to do it
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Transferring your account
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11
Conclusion
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Conclusion
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12
Quiz for verifiable CPD
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Quiz for verifiable CPD
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