Exchange Traded Funds
An exchange-traded fund (ETF) is a basket of securities designed to replicate the performance of a stock or bond index (e.g., S&P 500 Index or Lehman Brothers 20+ Yea. Treasury Index.)

ETFs are listed on an exchange, and unlike regular open-end mutual funds, ETFs can be bought and sold throughout the trading day. They can also be sold short and bought on margin. In brief, anything you might do with a stock, you can do with an ETF.

Most ETFs also charge lower annual expenses than even the least costly index mutual funds. However, as with stocks, investors must pay a commission to buy and sell ETF shares.

In contrast to most mutual funds, ETFs have no investment minimums. Investors can literally buy a single share of an ETF in the secondary market through their broker (an online broker or the traditional type.)

All the above features have led to the rapid growth of ETFs since the first offering came to fruition in 1993. An increasing number of financial professionals, including CPAs, are turning their attention to this unique breed of investment products.

As such, this course will provide you with a thorough understanding of exchange traded funds.

We will cover the manner in which ETFs are created and offered to investors. We will take a more comprehensive look at the key features of ETFs and how they stack up to comparable products, such as index mutual funds, including in such areas as tax advantages. We will also feature some of the biggest, as well as most popular, ETF offerings and the companies that offer them. Most importantly, we will provide you with information on useful tools and resources, which you can use to further research and utilize exchange traded funds in your practice.

Course Publication Date: October 13, 2016

This course is available with NO ADDITIONAL FEE if you have an active self study membership or can be purchased for $30.00!

Author:Colleen Neuharth McClain
Course No:FIN-ETF-0116
Recommended CPE:3.00
Delivery Method:QAS Self Study
Level of Knowledge:Overview
Prerequisites:None
Advanced Preparation:None
Recommended Field of Study:Finance
  
Add To Your Cart

Ready to take a course?

  • Includes all self study courses
  • Earn as many CPE credit as you need
  • 100% Guaranteed
Buy Self Study Membership

Learning Objectives
  • Recognize the evolution of ETFs.
  • Identify the key advantages and drawbacks to investors of ETFs.
  • Recognize the most notable ETFs on the market.
  • Identify the resources that you can utilize to incorporate ETFs into your practice.

CPE Depot Inc. 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 submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Sponsor Number: 109423

 (1s230ms)
CPE-WEB02 54.198.148.176 url(WWW.CPEDEPOT.COM)-domain(WWW.CPEDEPOT.COM)-anon

Search Courses

Group Plan

Group plans are convenient and cost effective!

Authors Wanted

We are looking for authors!