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.

 

The Value of ETFs in Your Client's Portfolio

Accreditation Details

Accreditation body
Competency
Credits

The Institute

Practice Behaviours

1.00

IIROC

Professional Development

1.00

FPSC

Professional Responsibility Credits

--

Product Knowledge Credits

--

Practice Management Credits

--

Financial Planning Credits

1.00

Course Type:

Web Link

Passing Grade:

12/15 (80%)

Categories:

Brought to you by:

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