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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
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PFP® Approved Under FSRA Title Regulation
FSRA has approved the Personal Financial Planner (PFP®) designation for Financial Planner title use in Ontario.
About
Investors who are looking for more portfolio income can implement a covered call strategy. However, trading options can be quite complex and time consuming. Investing in covered call exchange-traded-funds is a simpler way to access this strategy.
In this course, you will learn about the main features, benefits, and risks of covered call ETFs. When you have completed the course, you will be able to assess the suitability of these products for your clients’ portfolios so you can recommend them for inclusion where appropriate.
Who should enrol?
- Investment advisors subject to continuing education requirements for professional development
- Financial planners subject to continuing education requirements for professional development
- Wealth managers subject to continuing education requirements for professional development
- Anyone wanting to further their knowledge of covered call ETFs