By GAFM ® Management & Finance Certification ®
    chartered wealth manager accredited financial analyst financial planner ISO 9001 Accredited Certification Body Training
International Board of Standards - Professional Designations -  Accredited Education.  Creating the World's Leaders in Management ™

<< Previous    1...   50  51  [52]  53  54  ...91    Next >>

 
___% 

 
___% 

 

Profile 

Some mutual funds also furnish investors with a "profile," which summarizes key information contained in the fund's prospectus, such as the fund's investment objectives, principal investment strategies, principal risks, performance, fees and expenses, after-tax returns, identity of the fund's investment adviser, investment requirements, and other information. 

Statement of Additional Information ("SAI") 

Also known as "Part B" of the registration statement, the SAI explains a fund's operations in greater detail than the prospectus — including the fund's financial statements and details about the history of the fund, fund policies on borrowing and concentration, the identity of officers, directors, and persons who control the fund, investment advisory and other services, brokerage commissions, tax matters, and performance such as yield and average annual total return information. If you ask, the fund must send you an SAI. The back cover of the fund's prospectus should contain information on how to obtain the SAI. 

Shareholder Reports 

A mutual fund also must provide shareholders with annual and semi-annual reports within 60 days after the end of the fund's fiscal year and 60 days after the fund's fiscal mid-year. These reports contain a variety of updated financial information, a list of the fund's portfolio securities, and other information. The information in the shareholder reports will be current as of the date of the particular report (that is, the last day of the fund's fiscal year for the annual report, and the last day of the fund's fiscal mid-year for the semi-annual report). 

 

 

Investors can obtain all of these documents by: 

   

Calling or writing to the fund (all mutual funds have toll-free telephone numbers); 

   

Visiting the fund's website; 

<< Previous    1...   50  51  [52]  53  54  ...91    Next >>

About GAFM ®

  

The GAFM International Board of Standards is TUV Accredited and ISO Certified for Quality and ISO 29990 Certified for Training Standards

 

● Training Calendar
● Home
● About
● Certifications
● Benefits
● Recognition
● Board
● Requirements
● Providers
● Events
● CWM Training Program
● News
● Articles
● Contact
● Application
● In House Training
● Speakers
● CEO Message
● Verify Member
● Guides
● Qualifying Degrees
● Global Advisors
● Membership
● Mission
● Ethics
● Handbook
● Financial Planner Program
● Chartered Economist
● CCO
● Higher Institute
● IP List
● Edevate
● Distribution
● Management Consulting Jobs
● AAPM
● TUV Accreditation
● Terms
● Deans Letter
● AFA Approved Masters Degrees
● Copy of Certification
● Economics Certification
● Economics Degrees
● Management Degrees
● Finance Degrees
● Accounting Degrees
● Exams
● Renew Certification
● Continuing Ed
● Trademarks
● CWM ® Chartered Wealth Manager ®

 

Validate and Verify Member Here

 

 TUV Accredited

 




 

Join our Linkedin Group

LinkedIn.com

 




 Accredited Certified Financial Analyst Chartered Accountant

Top Certifications and Designations

  • AFA Accredited Financial Analyst ®
  • AMA Accredited Management Accountant  ®
  • AMC Accredited Management Consultant  ®
  • CRA Certified Risk Analyst ®
  • MFP Master Finanical Planner
  • CTEP Chartered Trust & Estate Planner
  • CIPM Certified International Project Manager ®
  • MPM Master Project Manager ®

 

The GAFM ® Board is the 1st Graduate Certification Body to Become Accredited  and Certified for: ISO 9001 Quality and ISO 29990 Training in the World. GAFM ® owns the former AAFM ® Certifications and Programs

 



 

Certified Management Consultant 

Home AFAPPC GetCertifiedPPC howtouse Stock Markets Training Calendar FINRA Reg. Payments About About Old Certifications Benefits Recognition Board Requirements Providers Events CWM Training Program News UBT University Business Technology Saudi Arabia Contact Us Contact Apply Application In House Training Speakers CEO Message Chartered Certified Economist Certified Financial Analyst FINRA SEC Chartered Wealth Manager Training Verify Member indonesia malaysia Guides Informa GAFM Guides Jamaica Qualifying Degrees Global Advisors Membership Mission Ethics Governmental Recognition Links Handbook Financial Planner Program Chartered Economist CCO Higher Institute IP List Edevate Distribution Management Consulting Jobs AAPM TUV Accreditation CWM Chartered Wealth Manager Terms Deans Letter AFA Approved Masters Degrees Copy of Certification Economics Certification Economics Degrees Management Degrees Finance Degrees Accounting Degrees Exams Renew Certification Continuing Ed Awards Sample accreditations Honor Society Trademarks Careers Government Jobs Complaint Mentz George Mentz Lawyer Mentz George Colorado USA Speaker Consultant AFA ® Accredited Financial Analyst Certification CTEP ® Trust and Estate Certification CIPM ® Certified International Project Manager CWM ® Chartered Wealth Manager ® AMA ® Management Accountant Certification AMC ® Management Consulting Certification MMC ® Management Consulting Certification Book

Google Plus 

All Rights Reserved 1996-2017 -  GAFM Global Academy of Finance and Management  
 Mentzinger Media LLC   Board of Standards - Accreditation and  Certification - Global Certified  Accountants Financial Analysts Institute 
Association of International Financial Accounting  Foregin Relations Public Policy Council  Chartered Wealth Manager
Accredited Financial Analyst Certified Chartered Management Accountant   - Association Institute Academy 
US Department of Labor  - George Mentz
Join us on LinkedIn  - Financial Analyst Training - Chartered Wealth Manager ® - ChE Chartered Economist ®
 
www.GAFM.us * www.GAFM.org
In alliance with the Unincorported Non-Profit Association of Finance and Management USA
 
A financial analyst  securities analyst, research analyst, equity analyst, or investment analyst is a person who performs financial analysis for external or internal clients as a core part of the job. Financial analysis (also referred to as financial statement analysis or accounting analysis or Analysis of finance) refers to an assessment of the viability, stability and profitability of a business, sub-business or project. It is performed by professionals who prepare reports using ratios that make use of information taken from financial statements and other reports. These reports are usually presented to top management as one of their bases in making business decisions. Certification as a financial analyst requires accredited education in finance
 
Management consulting is the practice of helping organizations to improve their performance, primarily through the analysis of existing organizational problems and development of plans for improvement. Organizations may draw upon the services of management consultants for a number of reasons, including gaining external (and presumably objective) advice and access to the consultants' specialized expertise. Becoming certified in management consulting requires proper education experience and credentials.
 
Management accounting or managerial accounting is concerned with the provisions and use of accounting information to managers within organizations, to provide them with the basis to make informed business decisions that will allow them to be better equipped in their management and control functions. Cost accounting is a process of collecting, analyzing, summarizing and evaluating various alternative courses of action. Its goal is to advise the management on the most appropriate course of action based on the cost efficiency and capability. Cost accounting provides the detailed cost information that management needs to control current operations and plan for the future. Certification in management or cost accounting requires education and expertise in accounting.
 
IP/Rights Global