TORONTO, Oct. 30, 2013 /CNW/ - 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 two groups
announced today. 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," said 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 programs 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 on-going 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," said Laurie
Clark, President and CEO 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.
About the CETFA
CETFA is the national voice of Canada's ETF industry, representing more
than 95% of the country's ETF assets under management. Canadian
investors have over $60 billion invested in more than 300
Canadian-listed ETFs. As ETF usage continues to grow in Canada, CETFA
seeks to educate Canadians on the appropriate use of exchange traded
funds, as well as work proactively with members and regulators to
ensure the ETF industry adopts best practices and standards.
Full membership in CETFA is open to all Canadian ETF providers.
Supporting service providers may join as Affiliate Members. The newly
established Portfolio Manager category is open to professional
investment managers who are considered leaders in the field of
constructing portfolios utilizing ETFs.
About the Smarten Up Institute
Smarten Up Institute provides quality education to financial
professionals including wealth managers, investment and private
banking, retail, private equity, asset management, hedge funds, trading
specialists, compliance specialists, C-Level participants, ICPMs, and
their entire support staff.
Foundational courses include
Product/Technology/Strategy/Compliance/Regulatory/Credit & Risk/IT and
Operations. Great classroom, online and customized instruction led by
the industry's best and most respected experts.
SUI brings an approach to education that is unmatched in Canada. In
addition to ongoing educational programs, SUI provides unique
opportunities for in-depth exchanges with academic and business leaders
who serve in the financial industry. The Institute, based on a
university model, equips participants with market-relevant information
that is directly applicable to the varied and complex functions of all
participants within the global marketplace.
SOURCE: Smarten Up Institute Inc.
For further information:
Laurie M. Clark
+1 (647) 477-1644/ +1 (604) 608-6186