Introduction to Exchange Traded Funds

Suitability: Beginner Investors (no previous investing experience)

Course Times: One Day, 9 AM – 5 PM

Payment Arrangements: Full payment must be made prior to course starting date

About this course:

  • In-person or live via Zoom
  • 1 full day, 7 hours
  • 1 hour lunch & networking


This course provides a thorough introduction to Exchange-Traded Funds (ETFs), catering to both novice and seasoned investors. It begins with a foundational overview of ETFs, explaining what they are, how they work, and the benefits they offer compared to other investment vehicles. The course also delves into equity ETFs and market indices, helping participants understand how these tools track different segments of the stock market and how they can be used to achieve diverse investment goals.

In the subsequent sections, the course explores the practical aspects of ETF investing. Participants will learn about various investment accounts and platforms that facilitate ETF trading, providing them with the knowledge to choose the right platforms for their needs. The course also covers ETF screeners, which are essential tools for selecting ETFs based on specific criteria such as performance, fees, and sector exposure. Detailed discussions on ETF structures and screening processes will equip participants with the skills to analyse and select ETFs that align with their investment objectives.

The course then focuses on building and managing an ETF portfolio, covering key strategies for portfolio construction and investment. Participants will learn about different ETF investment strategies, including dollar cost averaging, sector rotation, and thematic investing. Practical guidance on when and how to sell ETFs is provided to help investors optimise their returns and manage risk effectively. The course concludes with an interactive Q&A session, allowing participants to address any lingering questions and solidify their understanding of ETF investing principles and practices.