/Kaplan Schweser® and ETF Global® Announce Educational Alliance

Kaplan Schweser® and ETF Global® Announce Educational Alliance

Wednesday, September 2, 2020 – Kaplan Schweser® (www.schweser.com), a premier teaching, tutoring and certification platform, is excited to announce an Educational Alliance with leading financial data and research provider ETF Global® (www.etfg.com) to enhance and expand ETF Global’s worldwide investing competition for university students, including offering scholarships to the winners for the first time!

Since the fall of 2015, the semi-annual ETF Global® Portfolio Challenge® (www.etfportfoliochallenge.com) has drawn thousands of students from six continents and nearly 500 colleges and universities. In this online simulated investment competition, students learn about Exchange-Traded Funds (ETFs) by building a portfolio of investments and working to maximize the virtual returns.

“Kaplan Schweser is proud that our tools and resources will support undergraduate and graduate students participating in the ETF Global Portfolio Challenge,” said Brandon Lindsay, Regional Director of Universities at Kaplan Schweser. “For more than 80 years, we have helped students gain a competitive edge and prepare for their professional lives. Through this new educational alliance, we are excited to help train the next generation of global investors and finance professionals.”

Kaplan Schweser will provide program participants with a selection of pre-recorded investment education materials, a live “Which Designation is Right for Your Career?” webinar as well as a dedicated website for those interested in buying its CFA or CFP Wealth Advisory or FINRA Securities preparatory offerings at 10% discount off the retail price.

In addition, Kaplan Schweser will offer CFA PremiumPlus Package (Core + Instruction + Review + Live Online Weekly Class + 3 Day Review) valued at $1,499 each as prizes to the competition’s top 5 finishers. Those winners will also be recognized online, at www.etfportfoliochallenge.com and www.etfg.com, and at the leading ETF industry conference, The ETP Forum (www.etpforum.org), held in New York City by The Expert Series.

“The combination of Kaplan Schweser’s library of educational information with ETF Global’s industry-leading ETF Data and Research applications will provide our participants with deep, well-rounded resources to support their investment education process,” said Russell Minetti, who leads the Portfolio Challenge at ETF Global®. Minetti added, “With this new partnership and informational benefits it provides, our students have an unmatched opportunity to apply and supplement what they learn in the classroom to a simulated investment experience.”

Students participating in the ETF Global Portfolio Challenge are granted a complimentary subscription to ETF Global’s Research applications at www.etfg.com during the contest, and the subscription continues until graduation.

University students interested in the ETF Global Portfolio Challenge® can learn more about the competition and how to participate at www.etfportfoliochallenge.com.

Learn how Kaplan Schweser helps aspiring professionals interested in obtaining in-demand certifications and designations that enable them to advance and succeed in their careers by visiting www.schweser.com or to take advantage of the 10% off discount go to this web portal for ETF Global Portfolio Challenge participants

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Assumptions, opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice.  ETF Global LLC (“ETFG”) and its affiliates and any third-party providers, as well as their directors, officers, shareholders, employees or agents (collectively ETFG Parties) do not guarantee the accuracy, completeness, adequacy or timeliness of any information, including ratings and rankings and are not responsible for errors and omissions or for the results obtained from the use of such information and ETFG Parties shall have no liability for any errors, omissions, or interruptions therein, regardless of the cause, or for the results obtained from the use of such information. ETFG PARTIES DISCLAIM ANY AND ALL EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO ANY WARRANTIES OF MERCHANTABILITY, SUITABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE.

In no event shall ETFG Parties be liable to any party for any direct, indirect, incidental, exemplary, compensatory, punitive, special or consequential damages, costs, expenses, legal fees, or losses (including, without limitation, lost income or lost profits and opportunity costs) in connection with any use of the information contained in this document even if advised of the possibility of such damages.

ETFG ratings and rankings are statements of opinion as of the date they are expressed and not statements of fact or recommendations to purchase, hold, or sell any securities or to make any investment decisions. ETFG ratings and rankings should not be relied on when making any investment or other business decision.  ETFG’s opinions and analyses do not address the suitability of any security.  ETFG does not act as a fiduciary or an investment advisor.  While ETFG has obtained information from sources they believe to be reliable, ETFG does not perform an audit or undertake any duty of due diligence or independent verification of any information it receives.

This material is not intended as an offer or solicitation for the purchase or sale of any security or other financial instrument. Securities, financial instruments or strategies mentioned herein may not be suitable for all investors.  Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue.  Prices, values, or income from any securities or investments mentioned in this report may fall against the interests of the investor and the investor may get back less than the amount invested.  Where an investment is described as being likely to yield income, please note that the amount of income that the investor will receive from such an investment may fluctuate.  Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income.

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Assumptions, opinions and estimates constitute our judgment as of the date of this material and are subject to change without notice.  ETF Global LLC (“ETFG”) and its affiliates and any third-party providers, as well as their directors, officers, shareholders, employees or agents (collectively ETFG Parties) do not guarantee the accuracy, completeness, adequacy or timeliness of any information, including ratings and rankings and are not responsible for errors and omissions or for the results obtained from the use of such information and ETFG Parties shall have no liability for any errors, omissions, or interruptions therein, regardless of the cause, or for the results obtained from the use of such information. ETFG PARTIES DISCLAIM ANY AND ALL EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO ANY WARRANTIES OF MERCHANTABILITY, SUITABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE.  In no event shall ETFG Parties be liable to any party for any direct, indirect, incidental, exemplary, compensatory, punitive, special or consequential damages, costs, expenses, legal fees, or losses (including, without limitation, lost income or lost profits and opportunity costs) in connection with any use of the information contained in this document even if advised of the possibility of such damages.

ETFG ratings and rankings are statements of opinion as of the date they are expressed and not statements of fact or recommendations to purchase, hold, or sell any securities or to make any investment decisions. ETFG ratings and rankings should not be relied on when making any investment or other business decision.  ETFG’s opinions and analyses do not address the suitability of any security.  ETFG does not act as a fiduciary or an investment advisor.  While ETFG has obtained information from sources they believe to be reliable, ETFG does not perform an audit or undertake any duty of due diligence or independent verification of any information it receives.

ETFG keeps certain activities of its business units separate from each other in order to preserve the independence and objectivity of their respective activities.  As a result, certain business units of ETFG may have information that is not available to other ETFG business units.  ETFG has established policies and procedures to maintain the confidentiality of certain non-public information received in connection with each analytical process.

ETFG may receive compensation for its ratings and certain analyses.  ETFG reserves the right to disseminate its opinions and analyses.  At times, ETFG’s public ratings and analyses are made available on its Websites, www.etfg.com (free of charge) and may be distributed through other means, including via ETFG publications and third party redistributors.

This material is not intended as an offer or solicitation for the purchase or sale of any security or other financial instrument. Securities, financial instruments or strategies mentioned herein may not be suitable for all investors.  Any opinions expressed herein are given in good faith, are subject to change without notice, and are only correct as of the stated date of their issue.  Prices, values, or income from any securities or investments mentioned in this report may fall against the interests of the investor and the investor may get back less than the amount invested.  Where an investment is described as being likely to yield income, please note that the amount of income that the investor will receive from such an investment may fluctuate.  Where an investment or security is denominated in a different currency to the investor’s currency of reference, changes in rates of exchange may have an adverse effect on the value, price or income of or from that investment to the investor.

The information contained in this report does not constitute advice on the tax consequences of making any particular investment decision.  This material does not take into account your particular investment objectives, financial situations or needs and is not intended as a recommendation of particular securities, financial instruments or strategies to you nor is it considered to be investment advice. Before acting on any recommendation in this material, you should consider whether it is suitable for your particular circumstances and, if necessary, seek professional advice.