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Exchange Traded Funds

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Overview / Abstract:

This course looks at ETFs, securities designed to replicate the performance of a stock or bond index (e.g., S&P 500 Index or Lehman Brothers 20+ Year Treasury Index.) It covers the manner in which ETFs are created and offered to investors. It looks at the key features of ETFs and how they stack up to comparable products, such as index mutual funds, including such areas as tax advantages. The course features some of the biggest, as well as most popular ETF offerings and the companies that offer them. Useful tools and resources will be presented which you can use to further research and utilize exchange traded funds.


Nov 07, 2017


Accounting , Financial Advisor CE, Office Management , Business & Management





Credits / Hours


Presenters / Authors / Faculty

Colleen Neuharth McClain, CPA

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