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CSI will be performing system maintenance on Saturday May 11th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.

About

Exchange-traded funds (ETFs) have become a must-have investment product for both individual and institutional portfolios. As a cost-effective, liquid tool, ETFs offer access to a variety of markets and afford investors real-time trading and transparency. Mutual Fund Representatives are fast gaining technological access to this powerful investing vehicle, but before they can trade they must “know the product” they are dealing in.

The ETFs for Mutual Fund Representatives Course is designed for that purpose. It will provide you, the mutual fund representative, with comprehensive knowledge about trading on an exchange, the investment management process, and the intricacies of ETFs. This will allow you to enlist new strategies for expanding client portfolios to include ETFs. This course has been accredited by the CIRO as meeting the training requirement under CIRO’s Policy 8 – Proficiency Standard for Approved Persons Selling ETFs.

What skills will you develop?

You’ll gain a comprehensive understanding of the financial and legal structure of ETFs, creation and redemption processes, and learn about the risks and benefits of holding this popular investment alternative in a portfolio. You will also learn about the various types of ETFs and the taxation implications of holding them. Overall, you will be able to expand your credentials with up-to-date knowledge of ETFs.

Who should enrol?

This online course is designed for licensed mutual fund sales professionals who want to be ahead of the curve by being in a position to deal in ETFs if and when their firms are set up to do so.