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Do Now
Do Now
What percent of financial advisors are women?
What percent of financial advisors are women?
What skills do you think a financial advisor needs to have to be successful?
What skills do you think a financial advisor needs to have to be successful?
A financial advisor is responsible for more than just executing trades in the market on behalf of their clients.
Advisors use their expertise to construct personalized financial plans to achieve the financial goals of clients.
These plans include investments, savings, budget, insurance, and tax strategies.
Advisors further check in with their clients on a regular basis to re-evaluate their current situation and future goals and plan accordingly.
Agenda
Agenda
Do Now (5 - 10 minutes)
Do Now (5 - 10 minutes)
Mutual Funds, Index Funds, ETFs and Target Date Funds (10 - 15 minutes)
Mutual Funds, Index Funds, ETFs and Target Date Funds (10 - 15 minutes)
Math: Active vs. Passive Funds (5 - 10 minutes)
Math: Active vs. Passive Funds (5 - 10 minutes)
Closure
Closure
Math: Active Vs. Passive Funds
Math: Active Vs. Passive Funds
It’s important to note that some funds have higher fees because they are managed by a professional called an investment manager. Let’s take a closer look at how these fees compare across different types of funds in this activity. Follow the directions on the worksheet in GC to complete the activity.
It’s important to note that some funds have higher fees because they are managed by a professional called an investment manager. Let’s take a closer look at how these fees compare across different types of funds in this activity. Follow the directions on the worksheet in GC to complete the activity.
Actively managed fund: investment manager picks and chooses which companies will be in the fund
Passively managed fund: companies in a fund that automatically aligns closely with the market (for example, S&P 500)
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