Innovator Defined Outcome ETFs: Investing Certification

benefits to home offices

Advisors education on Defined Outcome ETF™ Investing
Detailed results tracking allows admins to review each course question detailing user’s responses to determine if further training is required.
Status Reports provided, indicating which users have “Completed” or “Not Started” the training.
Auto-generated emails to admins when a user completes the training.
Admins can apply due dates to the training which will generate auto email reminders to users.

benefits to financial advisors

Get educated on the ETFs and learn the potential benefits and risks of offering these investment options to clients.
For users who complete the training, AI Insight by iCapital Network will file for CE credit with the CFP Board upon completion. Users only need to provide their CFP ID number.

Get Started

defined outcome etf™ training process

step

Create profile using the registration email from firm admin

AI Insight Registration

You have been invited to take
CE courses by (Firm Admin).
Click the following link to register
in the AI Insight system.

step

Complete the assigned Innovator ETF Training Plan

step

Receive Certificate of Completion

step

Home Office receives notification that advisor has completed training

Home Office Notification

We are committed to helping financial advisors and firms stay regulatory-compliant by offering Defined Outcome ETF ™ training through our partners at AI Insight.