Transforming a Portfolio

By TC Media

This practical workshop walks you through the investment, rebalancing and taxation implications of adding ETFs to a portfolio while closing out other positions. An in-depth look at the process will leave you with the tools to determine the optimal strategies for your own clients.

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.

 

Transforming a Portfolio

Accreditation Details

Accreditation body
Competency
Credits

The Institute

Practice Behaviours

1.00

IIROC

Compliance

--

Professional Development

1.00

FP Canada

Professional Responsibility Credits

--

Product Knowledge Credits

--

Practice Management Credits

--

Financial Planning

1.00

Course Type:

Web Link

Passing Grade:

12/16 (75%)

Categories:

Brought to you by:

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