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Beacon Hill Financial Educators interactive self-study course on ETFs Exchange Traded Funds for CFP CPA CPE continuing education credit.
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Self-Study Continuing Education Courses
for Financial Professionals

Beacon Hill Financial Educators interactive self-study course on ETFs Exchange Traded Funds for CFP CPA CPE continuing education credit. What Advisors Should
Know About ETFs
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Recommended CPE Credit:
CFP®: 2
CPA:   3

Licenses:
CFP ®
CPA
PACE

Course Description
(scroll down to order)
This course was updated on 4/8/2009.

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 and Credit Information
Author: Colleen Neuharth McClain 

Course text (39 pages): glossary; review questions, answers, and explanations.

Exam and Grading:  Included with course. Take the exam using the e-Exam interactive PDF form for instant online grading and certificate (can also be faxed in). CFP® credits reported automatically (if applicable).

Program delivery method: Self-study–print or download 

Program level: Overview; Course prerequisites: None; Advance preparation: None

Subject Codes/Fields of Study: CFP Board, Investments; CPA: Specialized Knowledge and Applications. NAPFA members: Download a course credit-by-subject chart from our Resources page.

Credit Information: CFP®, CPA, EA,  and PACE credit available in all states. EA, PACE credit hours: Same as CPA.
 In accordance with the standards of the National Registry of CPE Sponsors and the Quality Assurance Service (QAS), CPE credits have been granted based on a 50-minute hour.  

Course-sponsor numbers:
CFP Board: 1008.
NASBA: Registry: 107615; Quality Assurance Service (QAS): 050.
IRS: 593.

How to Order
Order online or by phone (800-588-7039)
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3. Select how you would like to receive the course (printed materials sent in the mail or PDF file downloaded and saved to your computer).
4. Click "Add to Cart", continue shopping or proceed to secure checkout. 

PDF Downloads: The PDF version of the course is downloaded, including the exam, from the purchase confirmation page (first download the course file to your computer, then open it. 

Don't forget: Get 18% off when you order 3 or more courses.

Discounts and shipping/handling, if applicable, are added during checkout, just before payment.

Print Price:  $49.00
Download Price:  $39.00

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CFP®, CERTIFIED FINANCIAL PLANNER®, and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Beacon Hill Financial Educators is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417, Web site: www.nasba.org.
Beacon Hill Financial Educators is registered with the National Association of State Boards of Accountancy as a Quality Assurance Service (QAS) sponsor of continuing professional education. Participating state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding QAS program sponsors may be addressed to NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org. Sponsor #50.
Beacon Hill Financial Educators is a qualified sponsor of continuing professional education required for individuals enrolled to practice before the Internal Revenue Service (enrolled agents) and are in compliance with the requirements of Treasury Department Circular No 230, section 10.6(g).

We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.
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