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Ensure you have your individual sign-on link handy.
Check your email: You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com.
Check your calendar: You can also find your individual sign-on link within the downloadable calendar invite for the webinar.
As the ETF market continues to grow at a rapid pace, ETFs have become commonplace in client portfolios. However, despite the efficiency of the ETF market, this system has also become more fragile, leading to a plethora of news headlines speculating about the future of ETFs and various investing trends. In this webinar, David Nadig takes advisors through a deep dive into how the ETF market has developed, areas that advisors should actually be concerned about and continue to monitor, and trends that will impact the future of ETF investing. This presentation also features a review of tools and metrics that advisors can use to conduct ETF due diligence, along with a specific list of tools with their pros and cons, including a walkthrough of some commonly used and affordable options.
Advisors will learn:
- The current state of the ETF industry
- How ETFs are created, redeemed, and their unique characteristics when making choices about utilizing them in a client portfolio
- How to evaluate platforms to obtain information necessary to complete due diligence on - ETFs based on your needs as an advisor and the clients you serve
- Aspects of the ETF market that may be cause for concern or monitoring in the future
- Market trends that will impact the future of ETF investing
Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within the downloadable calendar invite for the webinar.
Continuing Education (CE): 1.5 Credits
For attendees who want to receive CE credit for designations managed by the CFP Board, IWI, and American College, we will report your attendance directly to these organizations within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes.
For attendees who want to receive CE credit as an Investment Adviser Representative (IAR), we will report your attendance directly to FINRA within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes. Additionally, Kitces Members must have purchased the IAR Add-on to have their CE reported to FINRA as an IAR.
For attendees who want to receive CE credit as a Certified Public Accountant (CPA), you must attend the live session for at least 75 minutes and complete all polls presented at the live event. A certificate will be provided to you for self-reporting to NASBA.
All attendees who meet the minimum attendance requirement of 75 minutes will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state-level insurance licensing although some states may accept completion certificates if you self-report.
Recordings:
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible.
Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.