Follow SUI 
 
 
Facebook
Accreditation

 The Institute for Advanced Financial Education
Advocis

SSL Certificate
SSL Certificate
Smartenu Up Institute

Science of ETFs


In this one (1) day session, you will investigate the history of the most traded instrument at present: ETFs or Exchange Traded Funds. ETF’s were created in Canada and the first one traded on the TSX in 1989.
There are a miriad of ETF’s available and there is widespread misinformation and misconceptions associated with this product. In this one day course the indexes on which the ETF’s track are reviewed, ETF specialties, industries, countries and even commodities.
ETF’s are being created every day and are attractive to investors due to their ability to be as diverse as a Mutual Fund. However, they act like a stock and can be used by investors and institutions as a method of portfolio hedging.
They tend to be more tax favorable which also provides attraction to this growing product.

All course materials are provided. Upon confirmation of registration, the student will receive a free one-year subscription to Investment Executive, Canada's Newspaper for Financial Advisors. 

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

The instructor 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 hedging models.
  • Understand the tax benefits of ETFs

Follow up courses

Global Securities: Trading and Settlement

Compliance



Day 1
What is an ETF?
  • History
  • Composition
  • Structure
  • Special characteristics
  • How they work
  • Index features and qualities
  • Are they like Mutual Funds?
  • Are there tax implications?

What are the benefits of an ETF?
  • Transparency
  • Liquidity
  • Cost
  • Diversification
  • Comparison with Mutual Funds
  • How to leverage short term trading strategies
  • How to hedge against portfolio down-turns
  • The future of ETF’s - how interesting will it get?
Quiz

Course Code: ETF01
$749.00