ETF perspectives: macro and micro

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 two of the sessions. To watch the videos, please sign up for the complimentary ETF Summit Virtual Conference

Once you are signed-in, visit the Conference and Agenda page to watch the videos. 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% penetration rate for the products. What’s holding advisors back from using these tools? Learn when and why advisors use–and don’t use–ETFs.

 
Accreditation Details 
The Institute: Practice Behaviours 1.00 credit
IIROC: Professional Development 1.00 credit
Financial Planning Standards Council: Product Knowledge 1.25 credits
 
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