What will you learn about?

  • Know how trading on an exchange works
  • Examine the key features, structures, and fundamentals of ETFs
  • Understand the distinctions between ETFs and Mutual Funds
  • Describe the disclosure requirements for ETFs
  • Understand a systematic approach to investment management
  • List and describe the various types of ETFs
  • Explain the various risks that are specific to ETFs
  • Illustrate how ETFs can fit into a client portfolio

This ten-hour online course is designed for investment professionals who are currently licensed as mutual fund dealing representatives.