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Portfolio Implementation and Use CE Content

CE Credit information for Portfolio Implementation and Use content packs

ETFs can be implemented both strategically and tactically into portfolios. Learn how to implement ETFs into a portfolio and what investors should consider.

Below is a list of all CE credits currently available. You can earn continuing education (CE) credits by completing the content pack, taking the associated quiz and receiving a score of 70% or higher on the quiz.

CE Content Quiz CFP CIMA Completed
Constructing Portfolios with ETFs and Understanding Their Risks

Learn how to incorporate ETFs into a portfolio and how ETFs can help in potentially managing portfolio risk during various market cycles and conditions.

10 Questions 1.5 1.5 -
Decode the DNA of Factor Investing & Systematic Rebalancing

Examine factors, their characteristics and how they can apply to portfolios. Find out how objective and disciplined methodologies may help investors position portfolios regardless of market sentiment.

10 Questions 1 1 -
Getting Smart About Beta

This is based on a research study that focused on defining smart beta, looking at how smart beta strategies (per the S&P 500 and MSCI EAFE proxies) have outperformed during different market environments and looking at how different smart beta investment styles and various smart beta alternative weighting methodologies have returned a better risk adjusted return. 

10 Questions 1 1 -
Incorporating Size and Style Disciplines and Hedging Equity Risk: Three Drivers to Consider
This examines how ETFs may help monitor style drift through daily disclosure of portfolio holdings.  Also discussed is how portfolio hedging requires investors to know when to execute a hedge, what asset to use and when to remove the hedge.  The drivers behind market downturns and the tools to consider are examined.  10 Questions 1.5 1.5 -
Tracking Error and Commodities as an Asset Class
What is tracking error and how does it impact portfolio performance?  Develop a better understanding of tracking error and other performance differences.  Investors have discovered the benefits of owning commodities.  Discover how ETF providers have made investing in the world’s natural resources easier than ever. 10 Questions 1.5 1.5 -
Additional Content (not for CE Credit)
Income strategies for a low-yield environment in an ETF structure.
White paper on the active/passive debate
Learn about the structural characteristics of ETFs
Are ETFs affecting stock valuations?

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CRPS® is a registered service mark of the College for Financial Planning. Individuals who hold the CRPS® designation have completed a course of study encompassing design, installation, maintenance and administration of retirement plans.

Investment Management Consultants Association is the owner of the certification mark “CIMA®,” the service marks “Certified Investment Management AnalystSM,” “Investment Management Consultants AssociationSM” and “IMCASM.” Use of CIMA® or Certified Investment Management AnalystSM signifies that the user has successfully completed IMCA's initial and ongoing credentialing requirements for investment management consultants.