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.
Writer, Trainer, On-demand Course Developer and Acclaimed Author
David Trahair, CPA, CA, is an author, trainer, 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.
