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.
Prix total *
Membres: € 550
Non-membres: € 650
Partenaire BZB: € 550
Incompany: sur mesure, prix à la demande
* Prix : prestation dans le cadre du recyclage régulier, exonérée de TVA
Points
- Banque: 6 p/h
Recyclage régulier
Examen/Recyclage
600.013 permanent education banking
Dates disponibles
09/11/2023 - 09:00u - 17:00u - Everything you need to know about successful index investing and investing in exchange traded funds (ETFs)
Manifestez votre intérêt lorsqu’aucune date n’est disponible, la date planifiée ne convient pas et/ou la session existante est complète. Dès que 5 personnes sont inscrites sur la liste d'intérêt, nous vous proposons une nouvelle date. Votre inscription sur la liste d'intérêt est gratuite et n'induit aucune obligation.
Groupe cible
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.
Connaissances préalables
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
Méthodologie
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.).
Formateurs
Stephan Francis Desplancke
Private banking & asset management
Durability
