Maricopa Community Colleges  CSI215   20014-20042 
Official Course Description: MCCCD Approval: 12/09/03
CSI215 20014-20042 LEC 2 Credit(s) 2 Period(s)
Investment Funds II
Overview of mutual funds and money market accounts. Covers investor suitability, purchase plans and flexible pricing as well as investment advantages and risks. Prerequisites: None.
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MCCCD Official Course Competencies:
 
CSI215   20014-20042 Investment Funds II
1. Explain mutual funds and features. (I)
2. Compare and contrast mutual funds to other types of investment funds. (I)
3. Explain mutual fund categories and investor suitability. (I)
4. Explain procedures for investing in a mutual fund. (II)
5. Describe the purchase application process. (II)
6. Compare and contrast mutual fund purchase plans. (II)
7. Explain "Rights of Accumulation" and "Broker of Record". (II)
8. Explain pricing. (III)
9. Differentiate between various share classes. (III)
10. Summarize advantages to money market funds. (IV)
11. Explain risks of money market funds. (IV)
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MCCCD Official Course Outline:
 
CSI215   20014-20042 Investment Funds II
    I. Mutual Funds
        A. Definition
        B. Terms
        C. Features
          1. Diversification
          2. Professional Management
          3. Flexible Investing
          4. Liquidity
          5. Fund Privileges
          6. Tax Reporting
        D. Benefits
        E. Categories
          1. Types
          2. Functions
        F. Investor Suitability
      II. Mutual Fund Investing
          A. Procedure
            1. Financial Advisor
            2. Deferred Portfolio
            3. Mail
          B. Application Process
          C. Letter of Intent
          D. Distribution
            1. Definition
            2. Options
          E. Rights of Accumulation
          F. Purchase Plans
            1. Systematic
            2. Reinvestment
            3. Personal Check
            4. Confirmed Purchase
          G. Systematic Withdrawal Plan
          H. Broker of Record
            1. Definition
            2. Use
        III. Pricing
            A. Flexible
              1. Definition
              2. Goals
            B. Sales
              1. Structure
              2. Deferred
            C. Fees
            D. Share Class
              1. Definition
              2. Suitability
            E. Redemption
              1. Procedures
              2. Rules
          IV. Money Market
              A. Definition
              B. Rules
              C. Types
              D. Advantages
                1. Liquidity
                2. Current Income
                3. Flexibility
              E. Risk
                1. Inflation
                2. Income
                3. Credit
              F. Cost
              G. Tax
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