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Contributor: Interactive Brokers

Level: Beginner

• Acquire certain skills and understanding related to mutual funds and ETFs, including how to identify various product types, as well as their benefits and drawbacks
• Gain hands-on know-how through a practical demonstration of how to use market scanners an online trading platform.

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Lesson: #1 Introduction to Mutual Funds

• Identify various types of mutual funds, comprehend the difference between active and passive management, understand how open-end and closed-end mutual funds differ, • Learn about some of the potential benefits and drawbacks of mutual funds, as well as help determine for themselves whether mutual funds are an appropriate investment for them.

Lesson: #2 Mutual Fund Trading, Pricing and Fees

• Identify the different ways people can invest in mutual funds • Know when orders to buy or sell a mutual fund can be placed • Understand when and how often mutual funds are priced • Learn how mutual fund share prices are determined • Know how to explain the major share classes and the fees for each type

Lesson: #3 Purchasing and Transferring Mutual Funds

The Main Goals: See how mutual funds can be purchased using Interactive Brokers’ trading platforms; Learn how to track trades and see when trades are entered, pending, accepted and confirmed; Find out how to transfer mutual funds from one bank or brokerage account to another.

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