Exchange Traded Funds (ETFs)

  • Level: Beginner
  • Duration: 2 hours  
  • Access: 1 Year
Write your awesome label here.
In this course, you will learn to recognize the key features of ETFs that makes them such a widely-traded and attractive investment option for many clients.

  • This course is only suitable for desktop use.

Course Outline

Although stock market indices have been around since the 19th century, the idea of index investing is far more recent. The concept was boosted significantly by the launch of exchange-traded funds in the early 1990s. After a relatively slow start, ETFs have grown to become a worldwide phenomenon.

In line with increases in both the number of ETFs and the amount of assets under management (AUM), the complexity and sophistication of the funds has also grown. For the first decade or so of their existence, ETFs were based almost exclusively on benchmark stock indices. Sector-based ETFs then emerged, while diversification into new asset classes – such as fixed income, real estate, and commodities – gathered pace. The next generation included more controversial products such as leveraged and actively managed ETFs, while new and innovative structures such as smart beta funds continue to emerge from ETF sponsors today.

What You Will Learn

Topic 1: ETFs - An Introduction

  • Overview of ETFs
  • Features of ETFs

Topic 2: ETFs - Types

  • Equity ETFs
  • Other ETFs
Gain a professional asset allocation certificate

Gain Industry Knowledge and a Certification

 Test your knowledge throughout each tutorial with
regular review questions
  End each tutorial with a short, graded test designed to enhance knowledge retention.
  Gain a shareable professional certification.

Sign up to our Finance eLearning Newsletter with your email and avail of a 15% discount on your first purchase!