[SIE] 28, Mutual Fund Share Classes
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and CFP designation. He is passionate about opening up information to help everyone prepare better for financial certification exams. This episode covers content for the SIE Exam.In this episode you will learn:- The primary fee structures of Class A, Class B, and Class C mutual fund shares.- How investors can use breakpoints to receive reduced front-end sales charges.- The difference between a Letter of Intent (LOI) and Rights of Accumulation (ROA) for qualifying for breakpoints.-…
The skinny
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