Intro to ETFs and Portfolio Solutions using ETFs

Intro to ETFs and Portfolio Solutions using ETFs

Learning outcomes

At the conclusion of the workshop, attendees should be able to:

  • Explain what is an ETF
  • List the main features of ETFs
  • Discuss the benefits and risks of buying an ETF
  • Differentiate between the main types of ETFs
  • Explain the role of the ETF issuer
  • List the various ways an investor can acquire an ETF
  • Access a portfolio construction tool to assist with client portfolio analytics

Who should attend the workshop?

This workshop is ideal for those who wish to acquire fundamental knowledge about ETFs

Is there any assumed pre-requisite knowledge for attendees?

There is no assumed knowledge for participants of this workshop.

Will attendees receive any CPD points for attending the workshop?

Yes, attendees will receive 1 hour CPD for attending this workshop

Introduction to ETFs Workshop

November 22 @ 12:00 pm - 01:00 pm

Venue: SAFAA offices, L6, 56 Pitt Street – Sydney

Practitioner Member: $55.00
Organisation Member: $55.00
Non-Member: $55.00

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Introduction to ETFs Workshop

November 29 @ 12:00 pm - 01:00 pm

Venue: Bell Potter Securities offices - Level 28, 101 Collins Street – Melbourne

Practitioner Member: $55.00
Organisation Member: $55.00
Non-Member: $55.00

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Introduction to ETFs Workshop

March 21 @ 12:00 pm - 01:00 pm

Venue: TBA – Melbourne

Practitioner Member: $55.00
Organisation Member: $55.00
Non-Member: $55.00

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Introduction to ETFs Workshop

March 28 @ 12:00 pm - 01:00 pm

Venue: SAFAA offices, L6, 56 Pitt Street – Sydney

Practitioner Member: $55.00
Organisation Member: $55.00
Non-Member: $55.00

Add to cart