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ETFs For Mutual Fund Representatives (ETFM)

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Home > Learning > Courses > ETFs For Mutual Fund Representatives (ETFM) > ETFM Curriculum

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.