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CETFA and Smarten Up Institute (SUI) partner to offer ETF education


The Canadian Exchange Traded Fund Association (CETFA) has partnered with the Smarten Up Institute (SUI) to create four exchange-traded fund courses.

Two courses will be primarily for online distribution focusing on the product and compliance aspects for anyone needing immediate information, and two will be for those in the industry wishing to delve into the more complex science of ETF’s in a classroom setting.
The courses will be launched by the end of the year.
The ETF courses will be focused on the ETF market in Canada and will be designed for advisors and investors wanting an in-depth understanding of the ETF product and the industry.
“We believe education is key to the continued success of the ETF industry and the courses being delivered are an essential starting point in developing industry expertise and ultimately, investor protection,” says Pat Dunwoody, executive director, CETFA . “The Smarten Up Institute (SUI) has been instrumental in the financial services education sector for a few years now, making an impact in providing education programmes that are truly different in today’s ever evolving investment marketplace, and we are delighted to be working with them to emphasize the learning opportunities in the ETF market.”
CETFA has received feedback from industry, regulators and the public that formal and ongoing education is necessary to ensure that advisors are aware of the ever-changing landscape.  
“The ETF course(s) will include information that is applicable and relevant to the ETF professional, and we will continuously strive to update the content of the course and exam as the needs of the industry evolve,” says Laurie Clark, president and chief executive of the Smarten Up Institute.
The Smarten Up Institute will administer the ETF courses based on the new CETFA-SUI course curriculum and SUI and the CETFA will be developing a new series of ETF seminars to accompany the release of the new ETF courses.

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