Everything you need to know about successful index investing and investing in exchange traded funds (ETFs)
With the adoption of exchange traded funds (ETFs) rapidly growing, it is important to understand what ETFs are and how they can be used within an investment strategy.
This training aims to:
- learn the basics of index investing through exchange traded funds (ETFs);
- explain in detail the whole ETF ecosystem, how an ETF is traded and the liquidity process;
- learn how to differentiate and choose the right ETF out of a universe of >3.000 ETFs available to European investors;
- introduce the different types of sustainable ETFs;
- guide you to find and interpret quality ETF data sources & providers;
- build a real portfolio of ETFs adapted to the current market circumstances.
Total price *
Members: € 550
Non-members: € 650
Partner BZB: € 550
Incompany: tailor-made, prices on request
* Price: service in the context of continuing professional training, exempt from VAT
Points
- Banking: 6 p/h
Continuing Professional Development
Exam/CPD
600.013 permanent education banking
Available dates
09/06/2023 - 09:00u - 17:00u - Everything you need to know about successful index investing and investing in exchange traded funds (ETFs)
09/11/2023 - 09:00u - 17:00u - Everything you need to know about successful index investing and investing in exchange traded funds (ETFs)
Please let us know you're interested in this training should there be no date available, the planned date does not suit you and/or this session is full. As soon as about 5 people are registered on the interest list, we will propose a new course date. Your registration on the interest list is free of charge and without any obligation.
Target group
This training course can be followed by investment professionals wishing to have a basic yet thorough introduction to index investing and ETFs:
- independent financial advisors;
- agents;
- (life) insurance brokers;
- bank advisors;
- private bankers.
Required prior knowledge
Advanced level training: this training requires a general basic knowledge of the subject.
Programme
CONTENT
- Introduction
- Basics
- Introduce on index or passive investing and eleborate on industry dynamics
- Benefits & risks, ETF types, performance and costs, active versus index ETFs, process of managing an ETF, taxation & legal domicile
- ETFs versus index mutual funds: differences & similarities
- ETF ecosystem
- A detailed review of all stakeholders involved in the ETF ecosystem
- The different layers of liquidity in an ETF and the creation-redemption process
- How to trade an ETF
- Size of ETFs and BID-ASK analysis
- ETF universe
- A detailed overview of the main ETF categories: equity, fixed income, alternatives
- A deeper dive into thematic, factor and sector Sustainable ETFs
- An introduction of the different sustainable categories and abbreviations: screened, ESG integration, best-in-class, SRI, themes, impact, climate, …
- How to interpret ESG data, labels and sustainable regulation?
- ETF data sources & providers
- An overview of the various data & index providers
- ETF portfolios
- ETF use-cases or how do the different investor types use ETFs in their portfolios
- A practical & interactive exercise to build an ETF portfolio based on the current economic and market outlook
PRACTICAL INFORMATION
- Duration: 1 day of training (6 class hours)
- Hours: 09:00 to 17:00
- Location: Febelfin Academy: Phoenix building, Koning Albert II-laan/Boulevard du Roi Albert II 19, 1210 Brussels
- Language: This training will be given in English
Methodology
You follow a ‘Classroom training’ face-to-face in a group. You, the other participants and the teacher are all present in the same classroom at an agreed time. There is an opportunity for interaction and feedback, both from the participants to the teacher and vice versa. The teaching material consists as a basis of a presentation via the MyFA learning platform, supplemented with various other items (such as digital syllabus, presentation, audiovisual fragments, etc.).
Teachers
Stephan Desplancke
Private banking & asset management
Durability
