Uncover the hidden costs of mutual funds and learn smarter, low-fee investing with ETFs.
This eye-opening course reveals how mutual funds are often designed to benefit the sellers—fund companies and advisors—at the direct expense of investors. You'll learn the mechanics behind how mutual funds generate ongoing fees, even in years when your investments lose money, and uncover the inherent conflicts of interest that many investors never realize.
We'll break down the true costs of mutual fund investing, including advisor compensation and your money-weighted rate of return after fees. You'll also explore a better alternative: exchange-traded funds (ETFs), which offer lower fees and more transparency. Finally, you'll learn how to exit mutual funds with minimal cost and take control of your financial future. The ultimate goal of this course is to empower you to make smarter investment decisions and build a more secure retirement.
11 activities • 60 videos • duration: 2h 13m
Acclaimed Author and On-demand Course Developer
David Trahair, CPA, CA, is an author and eLearning developer who creates on-demand video courses for CPAs across Canada. His courses cover topics including personal finance, ethics, AI, and Microsoft Excel. David is also the author of six personal finance books, three of which are national bestsellers. Through his firm, he helps CPAs build practical skills through engaging, self-paced learning.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
very interesting.
Thanks for sharing about your research on mutual funds and ETFs. It doesn't seem to be advertised.
well done. Clear and concise
Very informative lecture with useful tools introduced. However, this session is definitely longer than 2 hrs.
