What You'll Learn
Join Professor Derek Horstmeyer for a deep dive into how costs, taxes and fees all relate to ETF and mutual fund performance. Derek will discuss when to pick a ETF over its equivalent mutual fund (and vice versa) and how this relates to the bid-ask spreads in markets. Derek will…
Join Professor Derek Horstmeyer for a deep dive into how costs, taxes and fees all relate to ETF and mutual fund performance. Derek will discuss when to pick a ETF over its equivalent mutual fund (and vice versa) and how this relates to the bid-ask spreads in markets. Derek will also highlight how tax efficiency relates to returns in ETFs and mutual funds (active and passive).
*CE/CPE Eligible: 1 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) 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.