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Concurrent Session Onsite and Online

PFP2315. ETFs versus Mutual Funds

A explanation of the costs and benefit of different portfolio delivery vehicles like mutual funds and ETFs. The importance of trading costs and taxes for different vehicles.


Learning Objectives:

  • Understanding the costs and benefits of using ETFs versus mutual funds.
Date/Time
CPE Credits
1.0
NASBA Field of Study
Finance
Level
Advanced
Prerequisites
4-5+ years in the Profession
Advanced Preparation
NA
Session Tags
PFP
CGMA