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Investing with ETFs


INTRODUCTION

Despite being around just a couple of decades ago, ETFs are one of the fastest-growing segments of the investment management business. This course aims to enhance the understanding of the readers in the area of investing with ETFs.

This e-training programme comprises 6 modules and an assessment. Answer all quiz questions at the end of each tutorial in order to complete the training.

COURSE DURATION

1.5 hours

COURSE OBJECTIVES

  • Know the two main categories of ETFs
  • Understand the benefits of investing using ETFs
  • Understand how creation/redemption mechanism works in ETFs
  • Appreciate how fair value is derived for ETFs
  • Understand how equity ETFs are created
  • Appreciate the various critical issues inherent in bond ETFs
  • Know the working of commodity ETFs
  • Have a broad understanding of the new-new area of alternative ETFs
  • Know some of the critical issues associated with inverse and leveraged ETFs
  • Understand the various strategies of using ETFs in portfolio management

COURSE OUTLINE

Module 1: Introduction

  • Market Access or Outperformance

Module 2: Benefits of Investing Via ETFs

  • Low Costs
  • Liquidity
  • Transparency
  • Access
  • Tax Efficiency

Module 3: How ETFs Work

  • Creation/Redemption Process
  • How Fair Value Is Assessed

Module 4: Equity ETFs

  • How Does an ETF Select the Stocks Included in the Fund?
  • How Does the ETF Weigh Those Stocks Once They Are on the List?
  • International Equities

Module 5: Bond ETFs

  • Credit Quality
  • Duration and Maturity
  • Currency and Country Risk
  • Bond ETFs are Not Bonds
  • Tracking Error
  • Price Discovery

Module 6: Commodity ETFs

  • Components of Futures-Based ETF Returns
  • The Challenge of Commodities Indexing

Module 7: Alternatives ETFs

  • Absolute Return ETFs
  • Volatility ETFs

Module 8: Leveraged and Inverse ETF

  • Swap-Based vs. Futures-Based
  • Applications of Leveraged ETFs

Module 9: ETF Strategies in Portfolio Management

  • ETFs in Strategic Portfolio
  • Tactical Adjustments Using ETFs
  • Factor-Based Investing with ETFs
  • Thematic Exposures Using ETFs
  • ETF Option Strategies

Assessment


IBF-FTS Funding

The Financial Training Scheme (“FTS”) provides funding for financial sector-specific training programmes which are recognized under FTS. This scheme is only eligible for company-sponsored participants who are Singapore Citizens or Singapore Permanent Residents, physically based in Singapore, and who have successfully completed a FTS programme. Financial Institutions (MAS licensed or exempt entities), involved in or supporting financial sector activities, are eligible to submit claims for company-sponsored participants.

For all FTS programmes commencing on or after 8 April 2020 to 31 December 2021, MAS will enhance course fee subsidies for locals attending accredited or recognised courses up to 90% co-funding of direct training costs, subject to existing grant caps of S$2,000 per programme..

IBF will provide an additional 5% in support in the form of IBF Credit, bringing the course fee subsidy up to 95% of course fees subsidies until 30 June 2021. This existing scheme will also be expanded to include workers in eligible FinTech firms.

For more information, please refer to IBF website.


Terms and Conditions

1) This e-training programme takes approximately 1.5 hours to complete.

2) In order to qualify for Continuing Education credits from SGX, please complete all quiz questions found at the end of each tutorial (a 70% pass rate is required) by 31 December 2021.

3) Access to the e-training materials is valid to the end of the calendar year.

4) Upon successful registration, an online course access email will be sent to you within 2 working days. If you are new to Salmon Thrust online learning system, you will receive an additional invitation email to create your online account.

5) If participants wish to make any changes to their application or request for a refund, written notice should be given within 10 business days of receiving the access ID and password to the online programme and provided the access has not been utilised. There will be an administrative fee of 20% of the fees paid. There will be no changes or refund if notice is given thereafter or if the access has been utilised.

6) It is recommended to login the web browser via a personal computer.

7) For assistance please contact e-training@sgxacademy.com or call 6670-6808.
(Operating Hours: 9.00am to 5.00pm)


This course is recommended for Trading Representatives and Professionals who need to meet their Continuing Education Credit.

SGX reserves the right to make changes to information regarding the programme if warranted by circumstances beyond its control.


Disclaimer:

By completing this registration form and providing your personal data, you agree and authorise Singapore Exchange Limited and its affiliates (collectively, “SGX”) to provide your personal data to Salmon Thrust Pte Ltd for the purposes of conducting and managing this e-course. In addition, by registering for and participating in the e-course, you acknowledge and agree to the following terms: You acknowledge and agree that this e-course is offered by Salmon Thrust Pte Ltd and conducted on a website/platform that is not owned, controlled and/or operated by SGX. SGX shall not be responsible for the consequences of your accessing such website/platform and/or the content at website/platform. SGX makes no guarantee, representation or warranty as to, and shall have no liability for, any content of such website/platform. Such website/platform linked to the SGX website does not constitute (a) an endorsement, authorisation, verification or representation that we are affiliated with the operators or owners of such website/platform; or (b) an endorsement, authorisation, verification, or representation of or as to the contents of website/platform. You agree that your access to and/or use of such website/platform is entirely at your own risk and subject to the terms and conditions of access and/or use contained therein (including Salmon Thrust Pte Ltd’s privacy and data processing policies and practices). SGX shall not be responsible or liable for any loss, damages and/or costs arising from or in connection with your registration and/or participation in the e-course and/or your access to such website/platform. The General Terms of Use of the SGX website shall apply and be incorporated herein.

 

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