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At CSI, the well-being of our valued learners and employees is our highest priority. Given the seriousness of the Coronavirus (COVID-19) 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: Evolution and Emerging Trends



As of January 2nd, 2020 this course will no longer be available for sale.

Few inventions in the history of modern finance have contributed to investor democratization as the Exchange-Traded Fund (ETF) has. Created to give simpler and inexpensive capital and commodity market access to the masses, today they can allow your clients to participate in markets that 10 years ago they would not have had the ability to directly access.

The ETFs: Evolution and Emerging Trends course provides you with the knowledge and insight into Exchange Traded Funds as valuable investment vehicles for your clients. You will learn about the history, structure, and regulatory issues of ETFs along with the various trading strategies employed by portfolio managers when using ETFs.

Who Should Enrol

  • This CE course is suitable for investment advisors or wealth managers active in both US and Canadian markets and would like to learn more about ETFs.
  • Individuals licensed to sell securities that are subject to Professional Development CE requirements.
  • Those wanting to further their knowledge of these sophisticated financial products.