About Exchange-Traded FundsThis 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 IncludedCourse text (39 pages, published 2006), exam, answer sheet, 24-hour grading, certificate(s) of completion, reporting to CFP Board (if applicable)
Additional CPE credit InformationCFP
® 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
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