The Important Role of Indexes to Financial Markets and Investing

The educational goal of this program is to provide financial planners with a richer understanding of how indexes are created and used across global financial markets in order to improve client outcomes.

Key takeaways for financial planners include:

• Increased familiarity with indexes beyond the major cap weighted market benchmarks
• Introduction to different index calculation methodologies and the different outcomes they yield
• How planners can use a stronger understanding of the broader universe of indexes to improve client outcomes