Course – Smart Investing with ETFs: A Portfolio Approach
| Duration | Course Fee | Delivery Mode |
| 8 Hours | KIV | Virtual / in-person classroom session |
Course Overview
This intensive one-day workshop will provide participants with a comprehensive understanding of portfolio investing using Exchange-Traded Funds (ETFs). The course covers the fundamentals of ETFs, portfolio theory, ETF selection, and management strategies.
Learning Objectives
By the end of this course, participants will be able to:
1. Define what ETFs are and explain their key characteristics.
2. Identify the benefits and risks associated with ETF investing.
3. Construct a diversified ETF portfolio aligned with individual risk tolerances and investment objectives.
4. Implement advanced investment strategies, including the use of leveraged and inverse ETFs.
5. Analyze real-world case studies and apply learned concepts in practical scenarios.
Expected Outcomes
Participants will be able to:
– Demonstrate a solid understanding of ETFs and their role in portfolio investing.
– Construct an individual ETF portfolio using best practices and strategic asset allocation.
– Assess the performance of their portfolios and make informed decisions on rebalancing.
– Apply advanced investment strategies appropriately based on their investment goals and risk profiles.
– Utilize case studies to understand potential pitfalls and successes in ETF investing.
Course Outline
| Module 1: Introduction to ETFs (2 Hour) | 1.1 What are ETFs? – Definition and characteristics – Types of ETFs (equity, bond, commodity, sector, leveraged, inverse, etc.) 1.2 Benefits and Risks of ETFs – Liquidity, diversification, cost-effectiveness – Market risks, tracking error 1.3 Differences Between ETFs and Mutual Funds – Passive and Active – Fees – Inheritance Taxes for US Securities – Withholding Taxes |
| Module 2: Diversification Strategies (1 Hour) | 2.1 Diversification Strategies – Importance of diversification – Correlation between asset classes |
| Module 3: Selecting the Right ETFs (1 Hour) | 3.1 Evaluating ETFs – Key metrics: expense ratios, tracking errors, liquidity 3.2 Sector and Geographic Considerations – Choosing sector-specific and international ETFs |
| Module 4: Building an ETF Portfolio (1.5 Hours) | 4.1 Goal Setting and Risk Assessment – Defining investment goals and risk tolerance – Equities and Bond portfolio mix 4.2 Asset Allocation Strategies – Strategic vs tactical asset allocation – Rebalancing techniques |
| Module 5: Advanced Investment Strategies (1 Hour) | 5.1 Using Leverage and Inverse ETFs – Understanding their risks and applications – Contango Effect on Leverage and Inverse ETFs |
| Module 6: Case Studies and Practical Applications (1.5 Hour) | 6.1 Real-World Examples – Analyzing successful ETF portfolios 6.2 Simulated ETF Portfolio Creation – Hands-on activity to create a diversified ETF portfolio |
