SIE podcast ยท Episode 08
Packaged Products
42 min of listening
Products & Risks. Free audio, ready to play in your browser.
Pair listening with reading
Follow along with
the written unit.
Listen at your own pace, then use the matching lesson to revisit the details. The written material includes:
- Investment Companies Overview
- Open-End Funds (Mutual Funds)
- Closed-End Funds
- Unit Investment Trusts (UITs)
- Sales Charges (Loads)
- Breakpoints
- Rights of Accumulation
- Letter of Intent
- Costs and Fees
- Variable Contracts
- Disclosures
Put this episode into practice with adaptive questions and flashcards in the full SIE course.