Beginning this past February, IndexUniverse began offering advisors practical, strategic and tactical insights they need to successfully incorporate ETFs into a portfolio in information-packed, interactive 60-minute webinars.

These webinars take two forms:

1. ETF Seminar Series: The ETF Seminar Series will start with a 30-minute, educational PowerPoint presentation by one or more of IndexUniverse’s head editors covering a specific hot topic in ETF investing. The presentation will be followed by 30-minutes of interactive Q&A with a leading financial advisor and a top executive from an ETF provider.


2. Alpha/Beta ETF Series: The Alpha/Beta ETF Series will bring together the strategic expertise of leading investors and the in-depth ETF analysis only available at IndexUniverse. The sessions will kick off with either a presentation by a leading advisor/investor or a discussion among the advisor/investor, IndexUniverse’s representative and one other expert which will cover a particularly interesting area of the market (emerging markets, municipal bonds, etc.). The presentation/discussion will examine the topic from fundamental and tactical perspectives.

IndexUniverse’s top editorial staff will then review and evaluate all available ETFs offering exposure to that asset class. The final 30 minutes of the webinar will feature an interactive Q&A with all three panelists as well as questions from the attendees.

Our LIVE Webinars are typically approved by the CFA Institute, CFP Board and IMCA for 1 hour CE Credit.

Our On-Demand Webinars have also been approved by the CFP Board for 1 hour of Self-Study CE Credit.

To view our upcoming LIVE webinars click here

To view previously recorded LIVE webinars click here