ETF Perspectives: Macro and Micro

By TC Media

On Oct 3, 2018, Advisor's Edge and Investment Executive hosted an ETF Summit.

This summit strived to provide much needed clarity on the benefits and challenges of using ETFs. 

This course is from one of the sessions. To watch the video, please sign up for the complimentary ETF Summit Virtual Conference


Once you are signed-in, visit the Conference and Agenda page to watch the video. Then return to CE Corner to take a quiz and earn your CE credits.

Canada can learn from other jurisdictions when it comes to innovation, and the ETF space is no different. Accenture's Kendra Thompson offers insights, with an international perspective, to help you understand the digital transformations impacting financial advisors. Also, ETFs are growing quickly, but Investment Executive's research shows an 8% usage rate for the products. What's holding advisors back from using these tools? Learn when and why advisors use - and don't use - ETFs in this panel discussion that is moderated by Andrew Clee, CFA, CMT, Vice-President, Exchange Traded Funds, Fidelity Canada.  

ETF Perspectives: Macro and Micro

Accreditation Details

Accreditation body
Competency
Credits

The Institute

Practice Behaviours

1.00

IIROC

Professional Development

1.00

FPSC

Professional Responsibility Credits

--

Product Knowledge Credits

1.50

Practice Management Credits

--

Financial Planning Credits

--

Course Type:

ARTICLE

Passing Grade:

7/11 (64%)

Categories:

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • Benefits Canada
  • Avantages
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)