This course provides a comprehensive overview of exchange-traded funds. We will teach you the fundamentals of ETFs, including their creation, features, market development, and investor space.

US$42 per 365 days

 

What is Traded Funds ETFs:

Although stock market indexes have been around since the 19th century, the concept of index investing is far more recent. The concept was boosted significantly by the launch of exchange-traded funds (ETFs) in the early 1990s. After a relatively slow start, ETFs have subsequently grown to become a worldwide phenomenon. In the US alone, over USD 1 trillion is invested in these funds.

In line with increases in both the number and size of ETFs, the complexity and sophistication of the funds have also grown. For the first 10 years or so of their existence, ETFs were based almost exclusively on stock indexes. Sector-based ETFs then emerged, while diversification into new asset classes – such as fixed income, real estate, and commodities – gathered pace. Today the product range includes leveraged ETFs and actively managed ETFs.

Why it is important:

This course provides a comprehensive overview of exchange-traded funds. We will teach you the fundamentals of ETFs, including their creation, features, market development, and investor space.

You will learn about the many different types of exchange-traded funds available in the marketplace, such as equity, bond, currency, and commodity ETFs, as well as the different management styles – namely, active and passive management. Other topics covered include ETF index construction, pricing, taxation, and regulation.

What will you learn:

  1. ETFs Basics
  2. Market History and Development
  3. Creation and Redemption
  4. Key Features
  5. Equity ETFs
  6. Pricing
  7. Management Styles and Strategies
  8. Index Construction
  9. Regulations
  10. Taxation
  11. Exchange-Traded Notes (ETNs)

Target audience:

Recruits to institutions with derivatives operations, risk managers, research staff, sales and marketing executives, operations and support staff looking to further their derivatives product knowledge, and compliance professionals.

Curriculum:

  1. ETFs Basics
  2. Market History and Development
  3. Creation and Redemption
  4. Key Features
  5. Equity ETFs
  6. ETFs Index Construction
  7. Management Styles and Strategies
  8. Index Construction
  9. Regulations
  10. Taxation

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