View more on these topics

IFP sets up ETF workshop for certified planners

The Institute of Financial Planning is hosting an exchange traded fund workshop for certified financial planners.

The day-long seminar, to be held in Glasgow on March 25, aims to provide the information for CFPs to make decisions about the use of ETFs in client portfolios.

It will cover how to raise ETFs with clients as an investment option, distinguish between the different kinds of ETFs and explain the merits and defects of ETFs compared with other investment structures such as Oeics.

It will also help advisers choose and arrange ETFs for clients and conduct ETF business profitably for clients and for advice firms.

IFP chief executive Nick Cann says the workshop will involve active participation, discussion and debate among attendees.

He says: “Active fund management is under scrutiny. With total expense ratios providing a drag on investment returns and the failure of many active managers to outperform benchmark indices, more and more planners are turning to ETFs as a more cost-effective way of gaining exposure to different asset classes and markets for their clients’ portfolios.

“The RDR requires that all financial planners have sound knowledge of these increasingly popular securities. So, whether you use them or not, this is the ideal chance to get your ETF structured CPD in a way that is specifically designed for the your needs as a CFP professional.”

Recommended

Business of advice – Complacency is an enemy: Regularly fine tuning your business

DAVID SHELTON, Author of ‘The Business of Advice’, published by Taxbriefs Ltd. Head of IFA Consultancy Service – Scottish Widows There are times when you need to improve the performance of your business without a fundamental re-organisation. Think of your business like a new car: it is designed and built to do a particular job […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment

    Close

    Why register with Money Marketing ?

    Providing trusted insight for professional advisers.  Since 1985 Money Marketing has helped promote and analyse the financial adviser community in the UK and continues to be the trusted industry brand for independent insight and advice.

    News & analysis delivered directly to your inbox
    Register today to receive our range of news alerts including daily and weekly briefings

    Money Marketing Events
    Be the first to hear about our industry leading conferences, awards, roundtables and more.

    Research and insight
    Take part in and see the results of Money Marketing's flagship investigations into industry trends.

    Have your say
    Only registered users can post comments. As the voice of the adviser community, our content generates robust debate. Sign up today and make your voice heard.

    Register now

    Having problems?

    Contact us on +44 (0)20 7292 3712

    Lines are open Monday to Friday 9:00am -5.00pm

    Email: customerservices@moneymarketing.com