Making the most of ETFs
A focus day from the IFP in Scotland
Thursday 25 March 2010
Radisson Blu, Glasgow
INTRODUCTION
Active Fund Management is under scrutiny. With total expense ratios (TERs) 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 Financial Planner.
This workshop will provide all the information necessary to enable CFP professionals and Financial Planners to make well-informed decisions about their use (or not) of ETFs in client portfolios.
THE SESSIONS
Please click the links below to download the speaker presentations.
The short history of ETF, and the distinction between ETF and tracker funds
Sarah Briscoe & Joe Mahmood, Vanguard Investments UK
The standard model ETF
Julian Hince, iShares
Modifications to the standard model, and how to use them
Alexandre Houpert, Societe Generale Corporate & Investment Banking
Specialist designs for more advanced investors
David Patterson, db x-trackers
What could go wrong?
Paul Savage, Compliance First
Can wraps provide ETF only by concealing their real value to clients?
Andrew Naylor, Macquarie Bank International
CPD
This event is accredited as follows:
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CPD Key:
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Key
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Category
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Total points by category
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PSC
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Professional standards & compliance (includes ethics)
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2
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Tech
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Technical knowledge
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6
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PD
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Personal development
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0
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PM
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Practice management
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2
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Total Points
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10
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THE VENUE
Radisson Blu
301 Argyle Street
Glasgow
G2 8DL
T: 0141 204 3333
W: http://www.radissonblu.co.uk/hotel-glasgow/
Download the Map & directions
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are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. Institute of Financial Planning is the marks licensing authority for the CFP marks in the United Kingdom, through agreement with FPSB.