The Value of ETFs in Your Client's Portfolio
By Advisor's Edge
On Oct 3, 2018, Advisor’s Edge and Investment Executive hosted an ETF Summit 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.
CETFA shares new research on investors' perceptions of ETFs. CETFA also discusses how to use ETFs to complement client's current investments with solutions ranging from broad-based index portfolios to funds that provide targeted exposures. Presented by Education Partner, CETFA.
Professional Responsibility Credits
Product Knowledge Credits
Practice Management Credits
Financial Planning Credits