Glossary

Glossary

Term Book Chapter Definition
Mutual Funds Certified Financial Planner (CFP) Exam Chapter 3: Investment Planning Investment vehicles that pool money from many investors to purchase a diversified portfolio of stocks, bonds, or other securities.
Mutual Funds Securities Industry Essentials (SIE) Exam Chapter 4: Types of Securities and Products An investment vehicle that pools money from many investors to purchase a portfolio of stocks, bonds, or other securities managed by a professional fund manager.