This advanced level course describes the creation of the product, how it has evolved, the risk profile of the product and the risk profile of those that hold and trade this product. The course provides an opportunity to delve into how different leveraged ETF trading strategies are used depending on what the trader, broker or broker dealer targets are. This classroom course provides the professional with real life scenarios and case studies. An in-class exam must be completed at the end of the course.

This course is designed for the sophisticated investor, portfolio manager, investment advisor or trader.

We recommend the online Leveraged Exchange Traded Funds , Exchange Traded Funds (Advanced) and Guide to Understanding the Derivatives Market course(s) as a prerequisite to this course.

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

Instructors:  Yves Rebetez

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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.

 

This course should be of particular interest to persons:

• Interested in trading this product or adding this product to their portfolio
• Interested in the ttrading and compliance strategies involved in this product

The participants for this courses must have sophisticated product knowledge of Exchange Traded Funds, Equity Stocks and Derivatives.

We recommend the online Leveraged Exchange Traded Funds , Exchange Traded Funds (Advanced) and Guide to Understanding the Derivatives Market course(s) as a prerequisite to this course..

This course provides the sophisticated trader, broker, broker dealer and investor with advanced product knowledg of Leveraged Exchange Traded Funds.  Compliance strategies and considerations along with trading strategies are also included.

Follow up courses

Global Securities: Trading and Settlement 

Course Outline

Day 1

Background of Leveraged ETFs The basics of Leveraged ETFs Understanding Leveraged ETF liquidity Trading Strategies Suitablity considerations Compliance  Case Studies  Exam