Continuing Education → Professional Development → CAASA

CAASA Beyond Basics: ETFs Explained (CAASA019)

1.0 MFDA: Professional Development (8671)
1.0 FP Canada: Financial Planning (8671)

Moderator Rob Duncan with Forstrong Global Asset Management lead a discussion of all things ETF with Horizon ETFs’ Jaime Purvis, Naseem Husain from Mackenzie Investments, and Ahmed Farooq of Franklin Templeton. This talk delves into the infrastructure of how ETFs are created and traded, the risks and benefits of using these securities to gain or hedge exposure to various factors affecting overall portfolio return, and how advisors can position them in client portfolios.

This CE activity has been approved by FP Canada as meeting the minimum requirements for CE Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter / content author and do not necessarily reflect the views of FP Canada.

CE Credits: 1.0 MFDA: 1.0 MFDA: Professional Development (8671... CFA: 1.0 FP Canada: Financial Planning (8671)

  • Beyond Basics: ETFs Explained (55:11)
  • Test - Beyond Basics: ETFs Explained
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever