The Important Role of Financial Indexes to Financial Markets and Investing

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Includes a Live Web Event on 03/05/2026 at 12:00 PM (MST)

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

Competency Level: Foundational
FPA Competency: Critical Thinking
CFP Board Topic: Investment Planning
CFP Board CE Credit Hours:

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