Frequently Asked Questions
Below are answers to the most common questions we receive about SPDR U.
Your question not listed below? Contact us.
To view answer to individual question, click on the question itself.
Who is SPDR U for?
SPDR University is for investment professionals only (i.e., planners, advisors, wealth managers, asset managers, trades, brokers, etc.).
SPDR U also offers client-ready content advisors can share with clients.
To learn more, read About SPDR U.
What if I'm not an investment professional?
Right now, SPDR U is reserved for investment professionals only.
What is State Street's relationship to SPDR U?
SPDR U is sponsored by State Street's family of SPDR ETFs.
State Street created SPDR U to provide investment professionals with short, focused educational content on various investing and practice management topics.
State Street Global Advisors is the largest institutional asset manager and the second largest manager of exchange-traded funds worldwide.
- Who is SPDR U for?
- How do I register?
How do I change my profile?
Click on the My Profile link at the top of any screen. Make and save your changes.
What if I forget my user name or password?
User name: If you forget your user name, e-mail support@SPDRUniversity.com.
Password: If you forget your password, click the 'Forgot Password?' link on the login screen and follow the instructions.
- How do I change my password?
Continuing Education (CE) Credits
How do I earn CFP® (Certified Financial Planner) credits?
In order to receive CFP credit for SPDR U content, the CFP Board requires you to complete one hour's worth of eligible content and then to take a quiz on that content.
View CE credits available on SPDR U to see the quizzes and learn how they work.
At the end of the month during which you pass a quiz, we will submit your credit directly to the CFP board and notify you by email.
How do I earn CIMA® and/or CPWA® credits?
There are 2 processes. Effective January 2013 we are able to report CIMA® and/or CPWA® credits you've earned on SPDR U directly to IMCA.
- If your My Profile page has been updated to include the information required to directly report to IMCA, we will report the credits for you and notify you by email.
- If you’ve not updated your My Profile page to include the information we need to report directly to IMCA (IMCA ID#, last 4 digits of SSN and zip code), we will email you a monthly list of CIMA® and/or CPWA® credits you've earned on SPDR U so that you can self-report. To report CE Credits to IMCA:
- Print out the email we send you.
- Download, print, and complete the Non-IMCA Continuing Education Hours Submittal Form.
- You need only list dates, quiz titles, and number of CE hours on your form.
What about other accreditations?
Contact us if there is another licensing body you would like us to approach about accreditation.
How do I track the credits I've earned on SPDR U?
My CE Credits will show you a running total of all CIMA®, CPWA®, and CFP®-eligible credits you have earned on SPDR U.
Note: To receive credits, you must select your desired credit type (i.e., CFP®, CIMA®, CPWA® or select all three) upon registering for SPDR U or by updating My Profile.
You may update your profile at any time.
Do I have to pay for CE credits?
No, you do not have to pay for anything on SPDR U.
- How do I earn CFP® (Certified Financial Planner) credits?
What content can I share with my clients?
Click on materials for your clients on the homepage or in the left-hand navigation to view a list of all client-ready materials offered on SPDR U.
Content approved for public distribution will display the text 'Client Ready' in the content listing.
Who writes SPDR U content?
Thought leaders at State Street Global Advisors write most of the content.
We also partner with industry experts and external content providers on topics outside of State Street's core competency (e.g., Practice Development).
How does SPDR U select industry experts/external content providers?
SPDR U carefully screens our industry experts and content partners for credibility, objectivity and writing style. We select only articles that address the interests of investment professionals.
Can I suggest ideas for SPDR U content?
Yes, we like suggestions.
Email ideas for new topics, formats, guest authors or content providers to firstname.lastname@example.org.
How do I download and save information from SPDR U?
Content in PDF format (e.g., articles, whitepapers) will open in a new window. Once open, use the standard "Save" function to save a copy to your desktop.
- What content can I share with my clients?
Do I need special software to access SPDR University content?
SPDR U requires only commonly used software, including one of the following standard web browsers: Internet Explorer, Mozilla Firefox, Apple Safari, or Google Chrome.
You will also need Adobe Flash Player 8.0 and Adobe Acrobat Reader, both of which can be downloaded for free from Adobe's website: www.adobe.com.
Do I need to disable my pop-up blocker to use SPDR U?
Yes. If content titles do not launch automatically when you click on them, please disable your pop-up blocker or set to allow pop-ups from www.spdru.com.
- Do I need special software to access SPDR University content?