Kleinbart - Learning and Development Solutions

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Exchange -Traded Funds


With a total value of approximately 1.5 trillion USD, the market for exchange- traded funds (ETFs) has become significant. The unique characteristics of ETFs make them an interesting alternative to traditional funds and equities. This course is designed to provide participants with a good understanding of ETFs and the markets in which they are traded.

Course Content

  • Characteristics of ETFs
  • Markets and the key players for ETFs
  • Exchanges offering ETFs
  • Passively managed vs. actively managed ETFs
  • Creating and issuing procedures
  • Pricing ETFs
  • Trading procedures
  • Settlement and custody
  • Issues related to ETFs
  • Future trends


1 day for up to 12 participants

Target Audience

Financial service professionals with at least 1 year experience in the fund industry who want to understand exchange-traded funds.