1 Hour CFP®, CIMA®, CPWA®, RMA®

Master the 351 ETF Exchange 

For financial advisors seeking advanced strategies for clients with highly appreciated, concentrated equity positions, this seminar offers an in-depth exploration of the 351 ETF Exchange for tax-efficient portfolio restructuring and tax deferral.

100% online, easy access, and designed to meet CFP Board CE credit requirements.

Free CE Course

Course Details

  • 3 Lessons
  • 1 Exam
  • 60 Minutes
  • 1 CE Credit

Who Is This For? 

  • Advisors seeking tax-efficient strategies for clients with highly appreciated, concentrated equity positions.
  • CFP®, CIMA®, CPWA® and RMA® professionals looking to deepen their expertise.
  • Growth-minded advisors committed to expanding their capabilities through ongoing education.

What You’ll Learn 

  • Identify Ideal Client Profiles: Recognize clients suited for a 351 ETF Exchange.
  • Understand Core Benefits: Articulate tax deferral and diversification advantages.
  • Differentiate Eligible Assets: Distinguish between qualifying and non-qualifying contributions.

Only 17% advisors

serving high-net-worth clients prioritize after-tax returns when asked for tax guidance.1

Course Content

Master the 351 ETF Exchange 

On-demand video module

Additional Material - Master the 351 ETF Exchange 

Supplemental resources from Toews Asset Management

CE Exam - 1 Credit Hour 

10-question Check-Your-Understanding assessment

Learn to Grow

Why Orion Advisor Academy

With free continuing education courses that range in topics from investment management, behavioral finance, practice management, client experience, and more, you have everything you need to learn and grow your business.

100% Free CE

Fulfill your CE requirements while enhancing your skills and knowledge  — all at no cost to you.

All Your Credits. 
One Place.

With 30+ CE credits, including CFP Ethics, completing your annual continuing education requirements has never been easier.

Learn Your Way

With our easy-to-use mobile app and digital platform, you can learn on-the-go — anytime, anywhere.

Subscribe to the Orion Advisor Academy Newsletter
Stay in the Know

Advisor Academy Newsletter

Stay up to date on the latest CE offerings — sign up for our monthly newsletter to be the first to learn about new courses, helpful announcements, and more.

Learn to Grow with
Orion Advisor Academy

Enroll today to earn CE credit and access education that changes the conversation — all completely free.

Recent Resources

This course is sponsored by Toews Asset Management. Orion Advisor Solutions, Inc. (“Orion”) or its affiliates and subsidiaries received compensation from Toews Asset Management for the placement of this advertisement content. Toews Asset Management and Orion are not affiliated companies, and the advertisement is not a recommendation or endorsement by Orion for any of the services referenced or provided.

This website may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.

This material does not constitute any representation as to the suitability or opportunities of any security, financial product or instrument. There is no guarantee that investment in any program or strategy discussed herein will be profitable or will not incur loss. This information is prepared for general information only. Individual client accounts may vary. It does not have regard to specific investment objectives, financial situation, and the particular needs of any specific person who may receive this report (information). Investors should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed and should understand that statements regarding future prospects may not be realized. Investors should note that security values may fluctuate, and that each security’s price or value may rise or fall. Accordingly, investors may receive back less than originally invested. Past performance is not a guide to future performance. Investing in any security involves certain non-diversifiable risks including, but not limited to, market risk, interest-rate risk, inflation risk, and event risk. These risks are in addition to any specific, or diversifiable, risk associated with particular investment styles or strategies.

Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.

Information presented herein with respect to any third-party service provider has been provided by those third-party service providers and has been reproduced here with their permission. Such information does not necessarily reflect the views and opinions of Orion Advisor Solutions, Inc. (“Orion”) or its affiliated companies. Orion does not endorse any particular third-party product or service. Our clients should undertake their own assessments to determine whether these parties meet their business and due diligence requirements. Toews Asset Management and Orion Portfolio Solutions, LLC (“OPS”) are not affiliated companies, and the blog is not a recommendation or endorsement by OPS for any of the services referenced or provided. While some OPS solutions may contain one or more of the specific strategies mentioned, OPS is not making any comment as to the suitability of these, or any investment product for use in any portfolio.