CETFA and Smarten Up Institute (SUI) Partner to Offer ETF Education

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," she added.

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:

Media Contacts: 

Laurie M. Clark
+1 (647) 477-1644/ +1 (604) 608-6186

Pat Dunwoody
+1(416) 603-7837

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Smarten Up Institute Inc.

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