Mutual Funds

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

Includes: Certificate of Completion

Approval: #66508

Credit Type: General

Credit: 7 Hour(s) | Language: English

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About this Course

Life expectancy at birth is now seventy-two years for males and seventy-nine for females, thanks to improvements in our living environment and advances in medical care. The older population, those aged sixty-five and over, is 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. People can now 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, individuals are beginning to save for retirement at younger ages. Planning for retirement is typically a long-range endeavor, and mutual funds are better suited to long-range planning than to short-term 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 companies.

The purpose of this course is to introduce students to mutual funds and the interrelationship between mutual funds, insurance, and ethics.

NOTE: The credits earned from this course will only count toward General CE, not Ethics CE Licensing Requirements.

Regulatory Information

Name:Arizona Department of Insurance
Phone:602-364-3100
Fax:602-364-2400
Website URL:https://insurance.az.gov/
Email Address:licensing@azinsurance.gov
Address:2910 N. 44th Street, Ste.210
City:Phoenix
State:AZ
Zip:85018-7269

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