Innovator Defined Outcome ETFs are the first ETFs designed to provide investors with the growth of some of the world's most well-known equity markets, with protection against downside loss. Consider this fact; 31% of all 1-year returns* have been negative. In exchange for the downside protection, the ETFS have built-in buffers of 9%, 15%, 20% or 30% across 12 months. All while retaining ETF liquidity and full tax-efficiency
Attendees for this CE/CPE-eligible session will learn:
- The basics of how Defined Outcome ETFs work, including construction, liquidity, costs and benefits
- Where Buffers fit into portfolios and how they address challenges in both equities and fixed income
*S&P 500 Rolling 1-Year Return (1928-2021)
*CE/CPE Eligible: 1 CE credits are available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.