Smartenu Up Institute

Advanced Exchange Traded Funds - Toronto May 10, 2016





Canadian investors have approximately $95 billion invested in more than 400 Canadian-listed ETFs. As ETFs gain in popularity as
an alternative to other traditional collective investment vehicles they will start to be a greater focus of the regulators and the investment professionals need to be prepared.

This 1 day classroom course provides the financial services professional with an excellent advanced overview of the Exchange Traded Funds market and strategies.

Gain an enhanced familiarity with ETFs:

  • What is an ETF?
  • Why is the ETF structure so resilient and effective?
  • What are the characteristics differentiating ETFs from other Exchange Traded Products?
  • Where did ETFs come from and how did the ETF market get to where it is today?
  • Why does the outlook for ETFs remain bright?
     

 


Note:  Location of classes will be confirmed closer to the date of the course.

Instructors:  Yves Rebetez


BIOGRAPHY for YVES REBETEZ:

Yves is an Exchange Traded Fund and Closed End Fund specialist. As the Managing Director, Editor of ETF Insight, Yves is able to leverage his vast knowledge of ETFs and Structured Products to better provide understanding to the public at large about these products.

Prior to launching ETF Insight, he was Vice President of ETFs/Structured Products with RBC Dominion Securities from 2004 to 2011.

Yves also worked as a Portfolio Advisor, specializing in Canadian Equities with the Portfolio Advisory Group at RBC Dominion Securities.

Earlier work experience in portfolio management includes, both Fixed Income for Institutional Clients, and International Equities for High Net Worth Individuals, with Credit Suisse Canada in Toronto, and prior to that, with UBS in Switzerland.

Yves is a CFA Charterholder.

Yves regularly contributes to the Financial Post, and sits on the Canadian Investment Funds Standards Committee (CIFSC) on behalf of the Canadian ETF Association.


The location will be announced prior to course delivery.

This course will be of interest to persons who are:
  • Interested in understanding ETFs & how they differ from Mutual Funds
  • Interested in trading this product or adding this product to their portfolio's
  • Interested in the strategies involved in this product
We recommend a basic knowledge of Mutual Funds and the nature of an equity stock.

Students will:
  • Gain an practical understanding of the composition and applications of ETFs and how they are used by the savvy investor.
  • Gain an understanding of the different types of ETFs, where, how and why they are traded, and which ones are most widely traded.
  • Gain a practical understanding of using ETF investment strategies.
  • Understand the tax benefits of ETFs

 



Day 1

History and Background of ETFs

  • Introduces Exchange Traded Funds.
  • What are the characteristics of an ETF
  • Where do investors buy them and how did they come to be.

Understanding ETF structure, key characteristics

  • Management Expense Ratio (MER)
  • Cost Effective Diversification

Risks

ETFs compared to other products

  • Reviews how ETFs compare to other pooled funds
  •  The Difference Between a Mutual Fund and an ETF
  • ETFs versus Closed-end funds
  • ETFs versus Exchange-traded notes (ETNs)

Creation and Redemption process

  • the role of the Designated Broker

Market Making

Liquidity

 

ETF Regulation

  • Reviews the regulations that cover ETFs in Canada.

Taxation

Guidelines for placing orders

  • Covers the types of ETF orders and tips for buying and selling ETFs.

Investment Strategies within ETFs

  • Index
  • Actively Managed
  • Leverage
  •  Inverse
  • Commodity
  • Currency
  • Swap-Based
  • Covered Call
  • Tracking Difference

Evaluating ETFs

  • Covers the evaluation methods for ETFs
       Exam.

Course Code: OPC12-T0516
$1,375.00