Financial Skills for the Real World Series: Prospectus & Fund Facts


Wilson Hall Room 118 (Wendy Patrick Room), 3506 rue University, Montreal, QC, H3A 2A7, CA

Do you want to buy a mutual fund or ETF but are unsure how to make sense of all of the documentation provided? Do you want to find out where to go to locate relevant audited financial statements or the full prospectus details of a fund? If you are interested in investing in the exempt market, what should you look out for? How are dividend distributions broken down? This advanced workshop will answers these questions and more. It is recommended to attend the Investing & Taxation workshop beforehand or have equivalent prior knowledge of the basics of stocks, mutual funds, and Canada's tax system.

Topics covered: Key sections of mutual fund & ETF facts sheets; Most relevant information found in common financial documents regarding portfolio performance, fund allocation, and fees charged; Using the Sedar database.



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