1. Overview of the ETF market
2. An introduction to ETFs
3. Liquidity and trading
4. ETFs: New ways of investing
5. Choosing the right ETF
6. ETFs and portfolio construction
Short Courses
ETFs and Portfolio Construction
The ETFs and Portfolio Construction short course is delivered in partnership with BlackRock, the world’s largest asset manager. The 100% online short course focuses on global investment trends with an emphasis on the increasing popularity of ETFs.
Over six modules, you’ll examine new ways of investing, including fixed income ETFs, factor investing and thematic ETFs. You’ll also learn how to compare and contrast the different types of ETFs available, and analyse the key considerations to evaluate which one to invest in.
On completion of the short course, you’ll receive a certification of completion and be eligible to receive a digital badge.
Order NowModules covered
Learning outcomes
• Discuss global investment trends with an emphasis on the increasing popularity of ETFs.
• Explain the features and associated risks and benefits of an ETF.
• Compare and contrast ETFs and active managed funds.
• Apply best practice principles when trading ETFs and examine the importance of liquidity.
• Examine new ways of investing, including fixed income ETFs, factor investing and thematic ETFs.
• Compare and contrast the different types of ETFs available and analyse key considerations to evaluate which one to invest in.
• Apply a four-step process to construct ETF and blended portfolios.
• Illustrate the role of ETFs within a portfolio in managing risk, maximising returns and achieving non-financial investor aspirations.
Who is the short course suitable for?
• Financial advisers
• Stockbrokers
• Licensees (demonstrates ETF specialist knowledge)
• Prospective employers
• Clients/consumers
Price and assessment
Price: $300 per person (Corporate rates available)
Duration: 6 hours
Assessment: Quiz at the end of each module with two attempts (minimum 70% to pass)