Self-Study Continuing Education Courses
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Exchange-Traded Funds View Table of Contents [ Print This Page ] Credits: CFP®: 3 CPA: 3 Licenses: CFP CPA PACE About Exchange-Traded Funds This course was updated on 4/28/2006. This course covers exchange-traded funds, - how they are created, their key features, and how they compare to other investment products such as index mutual funds, regular mutual funds, and individual securities. Selected ETF offerings are reviewed and analyzed, as well as the companies that offer them. Tools and techniques for analyzing ETFs are also covered. Course Information and Requirements Author: Colleen Neuharth McClain What's Included Course text (39 pages, published 2006), exam, answer sheet, 24-hour grading, certificate(s) of completion, reporting to CFP Board (if applicable) Additional CPE credit Information CFP® and PACE credit available in all states CPA credit available in all states except AR, FL, MN, MS, SC, TN, or OR. (Credit for these states will be available in mid-2008.)  NJ and TX  CPA credit: 1/2 stated CPA credit.  CPA credits are measured in accordance with NASBA standards. Field(s) of Study: CFP®: Investments; CPA: Advisory Practice - Personal Financial Planning Program delivery method: Self-study–print or download  Program level: Basic (assumes some familiarity with taxation)  Course prerequisites: None Advance preparation: None 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:  $59.00 Download Price:  $49.00 Quantity  Purchase Option:  Print Version Download Version