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Continuing Education

Intro to Thematic Investing Course – Eligible for CE Credit

Jul 1, 2019

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Global X has developed an interactive, self-guided Intro to Thematic Investing course, that is designed to share the latest ideas and best practices for incorporating thematic investing into a portfolio.

Taking approximately one hour to complete, the course covers a variety of relevant topics, including:

  • What is Thematic Investing?
  • The Difference between Cyclical and Structural Themes
  • What Does Thematic Growth Look Like?
  • Meet the Sector Disruptors
  • Case Studies on Robotics & AI and Lithium & Battery Tech
  • The Great Index Weight Debate
  • The Risk-based Argument for Thematic Investing
  • What Happens when Themes Converge?
  • Intro to Thematic Investing Quiz

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This program has been accepted for 1.0 hour of CE credit towards the CFP®, CIMA®, CIMC®, CPWA® or RMA certifications. To receive credit, course takers must submit accurate and complete information on the requested forms, complete the entire course, and receive a 70% or higher on the Intro to Thematic Investing Quiz.

For Canadian course takers: This program has been reviewed by FP Canada and qualifies for 1 FP Canada-Approved CE Credit, in the category of Product Knowledge, towards the CFP® certification or QAFP™ certification. To receive credit, course takers must submit accurate and complete information (including Job Title) on the requested forms, complete the entire course, and receive a 70% or higher on the Intro to Thematic Investing Quiz.

Questions on receiving CE credit may be sent to: Education@globalxetfs.com

Category: Continuing Education

Topics: Disruptive Technology, People & Demographics

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Investing involves risk, including the possible loss of principal. Diversification does not ensure a profit or guarantee against a loss. This information is not intended to be individual or personalized investment or tax advice and should not be used for trading purposes. Please consult a financial advisor or tax professional for more information regarding your investment and/or tax situation.

Information provided by Global X Management Company, LLC (Global X) and SEI Investments Distribution Co. (SIDCO). Global X and SIDCO are not affiliated.