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At CSI, the well-being of our valued learners and employees is our highest priority. Given the seriousness of the COVID-19 (Coronavirus) and the danger of contagion, effective March 16, 2020, we have suspended all in-person exams in Canada and internationally until further notice. Click here to read more about the precautionary actions we are taking during these difficult times.

ETFs for Mutual Fund Representatives


Be Ready When Your Clients Start to Ask for Exchange-Traded Funds

Exchange-Traded Funds (ETFs) are fast becoming 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 allowing you to enlist new strategies for  expanding client portfolios to include ETFs.

This course has been accredited by the MFDA as meeting the training requirement under MFDA's Policy 8 Proficiency Standard for Approved Persons Selling 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.