Webinar Registration

Decoding ETFs:
Essential Insights for Financial Advisors
Boost Your Client's Investing outcomes and reduce out-of-pocket costs - CE Credit Available
Tuesday, March, 18
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ET
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75 minutes
Earn 1 CE credit Trusted by 10,000+ financial advisors
Jon Maier
Jon Maier
Chief ETF Strategist JP Morgan Asset Management

What You'll Learn

Exchange-Traded Funds (ETFs) have reshaped the investment landscape, offering unique opportunities and challenges. Join J.P. Morgan's Chief ETF Strategist, Jon Maier, to gain a deep understanding of ETFs, from their rapid growth to key principles for effective investment decisions. Drawing on…

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What You'll Learn
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Webinar Description

Exchange-Traded Funds (ETFs) have reshaped the investment landscape, offering unique opportunities and challenges. Join J.P. Morgan's Chief ETF Strategist, Jon Maier, to gain a deep understanding of ETFs, from their rapid growth to key principles for effective investment decisions. Drawing on insights from the latest J.P. Morgan Guide to ETFs, we’ll explore trends, strategies, and best practices to optimize portfolio performance in today’s dynamic market.

Key Topics:

  1. ETF Market Evolution and Growth:
    1. Discover how ETFs have expanded globally, representing $14.3 trillion in assets as of 2024, and understand the trends driving their continued growth.
  2. Types and Applications of ETFs:
    1. Learn about market-cap, factor-based, and actively managed ETFs, and how to leverage them for portfolio diversification and targeted investment goals.
  3. ETF Liquidity and Transparency:
    1. Explore the liquidity mechanisms of ETFs during volatile markets and the transparency benefits they offer for better decision-making.
  4. Tax Efficiency and Cost Effectiveness:
    1. Uncover the tax advantages of ETFs compared to mutual funds and how to evaluate their total cost of ownership.
  5. Actionable Strategies for Advisors: Gain insights into using ETFs for risk management, tactical adjustments, and tax-loss harvesting, tailored to client needs.

 

*CE/CPE Eligible: 1.0 CE credit is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1.0 CPE credit. 

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

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.