ETFs: What, Who, Where, How, Why

Tuesday, August 14, 2018 • 2:00 – 3:00 p.m. ET

Receive an introduction to Exchange Traded Funds (ETFs) and the ETF ecosystem. Dan Madden, Head of ETF Capital Markets will provide you with a description of EFT applications in an investment practice and asset allocations – from institutional level clients to retail clients. Get your questions answered. 1.25 CSOP

Discussion Highlights:

  • What: the ETF structure, the ecosystem, operational functions around the ETF, structures
  • Who: market participants that are involved with ETFs including exchanges, market makers, authorized participants and investors
  • Where, How and Why: combination of questions to be answered about implementation of ETFs as the investment allocation


  • Dan Madden, Head of ETF Capital Markets, FlexShares Exchange Traded Funds


  • Investment Advisors
  • Individuals constructing asset allocation models, portfolio models or other designed investment packages
  • Middle Office Operations
  • Sales people
  • Portfolio Managers
  • Trust Operation Managers
  • Trust Officers
  • Operations Personnel
  • Trust Counsel
  • Trust Risk Advisors

Continuing Education Credits

ABA Professional Certifications has approved this program for 1.25 CSOP continuing education credits for the live program and the recording.

CPE logoThis group-live event is eligible for 1.0 CPE credits for CPAs (Specialized Knowledge). Recordings are not eligible for CPE credits. No prerequisites required.

American Bankers Association is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

Register Now

Course / Seminar Type: Recorded Webinars
Course / Seminar Category: Wealth Management & Trust
Course / Seminar Code:
Course / Seminar Start Date: 08/14/2018
Course / Seminar Price: $210
Course / Seminar Location: