Self-Study Continuing Education Courses
for Financial Professionals

ETFs: Strategic Index Investing View Table of Contents [ Print This Page ] Credits: CFP®: 11 Licenses: CFP PACE 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 Included Course text (191 pages, published in 2005), exam, answer sheet, 24-hour grading, certificate of completion, reporting to CFP Board. Additional CE credit Information CFP® 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. How to Order Order online or by phone (800-588-7039) To order online: Enter quantity below Select purchase option (Print or Download Version) Click "Add to Cart" Discounts and shipping/handling, if applicable, are added during checkout, just before payment. Don't forget: Get 18% off when you order 3 or more courses! Print Price:  $129.00 Download Price:  $119.00 Quantity  Purchase Option:  Print Version Download Version