Please join us virtually for a CE Study Group Breakfast.
Topic: Getting Started with ETFs
presented by: John Finneran, ETF Sales Specialist at Capital Group, home of American Funds.
Exchange-traded funds (ETFs) have quickly become a popular investment vehicle since they debuted in 1993, currently accounting for $7.25 trillion in U.S. assets under management (AUM) at the end of 2021. Their tax efficiency and trading flexibility are among their many benefits. And, as new types of ETFs emerge, so do new opportunities for investors.
Among other things, John will cover:
- Types of ETFs, features and considerations
- Active ETF structures and benefits
- Comparing common investment vehicles
- How ETFs trade
(One hour of CFP, CIMC, RMA, CIMA) CE credit approved and available)
There is no charge to attend this event, but pre-registration is required.