Innovator Defined Outcome ETFs: Investing Certification
Innovator ETFs - Login

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

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.
  • free!
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.
  • free!
Get Started
defined outcome etf™ training process
step
1
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.
Register
step
2
Complete the assigned Innovator ETF Training Plan
step
3
Receive Certificate of Completion
step
4
Home Office receives notification that advisor has completed training
Home Office Notification
Reach out to the Innovator team today to access this training: