About ETFs: Strategic Index Investing
This course was created in 2005.
This course covers Strategic Index Investing; - a comprehensive approach to portfolio management based on the use of exchange-traded index funds, the diversification benefits of asset allocation, the efficiency of indexing, and the flexibility of active portfolio management.
ETFs are explained in detail, including how they work and the many advantages they offer compared to traditional mutual funds and common stocks. Specific strategies are described to help the practitioner construct winning, long-term investment portfolios using ETFs that will succeed regardless of changing market conditions, economic uncertainty, or political climate.
Also presented are investment strategies designed to maximize return and minimize risk and an examination of the pitfalls associated with buy-and-hold investing and traditional mutual funds.
Course Information Author
Richard D. Romey
What's IncludedCourse text (191 pages, published in 2005), exam, answer sheet, 24-hour grading, certificate of completion, reporting to CFP Board.
Additional CE credit InformationCFP
® and PACE credit available in all states.
Field(s) of Study: Investment strategies and vehicles (NAPFA members: Go to the Resources page for a printable chart listing courses by NAPFA subject-area and recommended credit allocation).
Program delivery method: Self-study–print or download.
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Don't forget: Get 18% off when you order 3 or more courses!