Investing in Exchange Traded Funds (ETFs)

More Information



Overview

This course is designed to give a detailed overview of investing and how to use exchange traded funds (ETFs) to achieve an investing plan. It provides a solid foundation by examining the history of ETFs, comparing ETFs with Mutual Funds including the differences in taxes and fees as well as the purchasing process through an advisor, a self-directed account, a wrap account or with a Robo-Advisor. It will review the fundamentals of investing outlining the major asset classes (stocks, bonds and cash) and how to develop an asset mix utilizing these investments.

The course provides instruction on where to find relevant information and discusses various screening techniques to select ETFs. It will also provide insight on how to analyse the Exchange Traded Funds returns, beta, Sharpe ratio and costs amongst other items. The course will cover how indexes and index-based ETFs are constructed and it will discuss the difference between active and passive investing strategies. Specialty ETFs will be reviewed, including how inverse and double ETFs are structured and how they perform under different market conditions.

Entry Requirements

Students should have strong English language skills. Familiarity with fundamental accounting principles and completion of Grade 12 English and Mathematics are strongly recommended.


Filter Classes: In Class     Online     Correspondence     Hybrid     Availability   


Course

ETF100
Investing in Exchange Traded Funds (ETF)
Availability
 

Prerequisite(s):

Students should have strong English Language skills. Completion of grade 12 English and Mathematics are strongly recommended.

This course is designed to give a detailed overview of investing and how to use exchange traded funds (ETFs) to achieve an investing plan. It will discuss the major asset classes (stocks, bonds and cash) and how to develop an asset mix utilizing these investments. It will compare mutual funds and ETFs, including the differences in taxes and fees. The course will cover how indexes and index-based ETFs are constructed and it will discuss the difference between active and passive investing strategies. Specialty ETFs will be reviewed, including how inverse and double ETFs are structured and how they perform under different market conditions.




Loading availability...
If the availability does not load please click here.

Delivery

A combination of teaching methods such as lectures, small group work and case studies.

Program Contacts

Contact us via this form or using the information below it.





Adriana Ceballos
Part-time Coordinator, Financial Services
adriana.ceballos-carrillo@senecacollege.ca


John Wong
Academic Program Manager

416-491-5050 ext.26630