Senior Vice President,
Head of ETFs
Editor in Chief
Buying cars can teach you a lot about buying ETFs (Exchange Traded Funds). With both purchases, total cost of ownership goes beyond the sticker price. By looking under the hood, you can make more informed decisions to help your clients select the investments that best meet their needs.
Hear from Edward Rosenberg, Head of Exchange Traded Funds at American Century Investments®, and Sandra Testani, CFA, CAIA, Director of Product Management-Alternatives and ETFs. They will lift the hood on ETFs and break down the various costs of ownership.
What you'll learn:
- The three categories of costs that drive total cost of ownership.
- New rules of the road for making a thorough inspection before purchase.
- Inside tips to avoid the unforeseen.
Make plans to attend and gain better visibility on bringing ETFs into your portfolios.
The NAEPC has approved this program for one (1) CE credit hour in estate planning for the AEP® designation program.
Investments & Wealth Institute (formerly IMCA) has accepted PROGRAM for 1 hour(s) of CE credit toward the CIMA® and CPWA® certifications.
LIVE EVENT ONLY: The Certified Financial Planner (CFP) Board of Standards has approved this program for one (1) CE credit hour.
Not able to attend the live broadcast? Register anyway! Archived versions of WealthManagement.com webinars are available to watch ON DEMAND 24-hours after broadcast. If you've regsitered, you will receive an email with login instructions as soon as the replay is available.