The value of ETFs in your client's portfolio

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

Our Education Partner, CETFA, will explain CETFA’s new research on investors’ perceptions of ETFs. The session will also discuss how to use ETFs to complement clients’ current investments with solutions ranging from broad-based index portfolios to funds that provide targeted exposures.

 
Accreditation Details 
The Institute: Practice Behaviours 1.00 credit
IIROC: Professional Development 1.00 credit
Financial Planning Standards Council: Financial Planning 1.00 credit
 
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