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Exchange Traded Funds

Instructional MethodAdvanced PreparationProgram PrerequisitesField Of Study Interactive Self Study NONE NONE Accounting  Experience LevelCourse IDCPE CreditsAuthor Overview  CM-312 6 Colleen Neuharth McClain, CPA Exchange Traded Funds Course Description: An exchange-traded fund ...Read more
  • Description
Instructional Method Advanced Preparation Program Prerequisites Field Of Study
Interactive Self Study NONE NONE Accounting 
Experience Level Course ID CPE Credits Author
Overview  CM-312 6

Colleen Neuharth McClain, CPA

Exchange Traded Funds

Course Description: 
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.

Who Should Attend: All CPA's

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.


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