Exchange Traded Funds
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Colleen Neuharth McClain, CPA

5

Specialized Knowledge and Applications

Basic

04/04/2008

None

Interactive Self-Study

Online / CD-Rom / Textbook / Audio
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.
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