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SIDC CPE COURSE

Insider Secrets to Exchange Traded Funds


Description
This course is *HRD Corp claimable*. If you wish to utilise your HRD levy for this course, please do not purchase it online. Contact us at 016-7562800 or email us at info@symphonydigest.com for assistance.

Accreditation:
10 SIDC CPE Points

ICF Competency Type / Title / Level:
Foundational Competency - Product/Capital Market Product/Level 3

Course Synopsis:
This course provides participants with a comprehensive understanding of Exchange Traded Funds (ETFs) and their role in portfolio diversification. Learn the essentials of ETFs, their benefits, and how to integrate them effectively into your investment strategy. Beyond the basics, discover insider strategies for building robust, diversified portfolios with ETFs. By the end of this course, you'll be equipped with the knowledge and skills to navigate the ETF market confidently and enhance your investment performance.

Learning Objectives:
1. Define key concepts and functions of Exchange Traded Funds (ETFs).
2. Explain the benefits and processes of investing in ETFs.
3. Apply strategies to construct diversified ETF portfolios.
4. Analyze different types of ETFs and their risk-return profiles.
5. Create and manage ETF portfolios to align with investment goals.

Trainer’s Profile: Dr Theang Kok Foo
Dr Theang is an HRDF accredited trainer who conducts investment seminars for Malaysia’s leading financial institutions on a regular basis. His areas of expertise include portfolio management, fundamental analysis, technical analysis and market forecasting.

He is a also Certified Public Accountant in California, U.S.A, with over 30 years of experience in the financial sector. He began his career as an auditor with Ernst & Young in Washington, D.C. and is currently working as a licensed equity dealer with a major stockbroker in Malaysia.

Dr Theang obtained his PhD in Finance from Monash University Malaysia. He also has a Master of Science in Accounting from the University of Delaware as well as a Bachelor of Science in Accounting from the University of Louisiana at Lafayette.

Accreditation: 10 SIDC CPE points Price: 375.00

Content
  • Part 1
  • 1.0 Notes
  • 1.1 Introduction to ETF
  • 1.2 Definition of ETF
  • 1.3 Objectives of ETF
  • 1.4 How ETF to Track Indexes?
  • Part 2
  • 2.0 Trading ETF in Malaysia
  • 2.1 Benefits of Investing ETF
  • Part 3
  • 3.1 Types of ETF - Equity ETF
  • 3.2 Broad Market ETF
  • 3.3 Sector ETFs
  • 3.4 Smart Beta ETFs
  • 3.5 Bond ETF
  • 3.6 Commodity ETF
  • 3.7 Futures Back ETF
  • 3.8 Currency ETF
  • 3.9 Real Estate ETF
  • Part 4
  • 4.0 ETF Investment Strategies
  • 4.1 Diversification
  • 4.2 ETF Portfolio - Strategic vs Tactical Strategies
  • 4.3 Common Types of ETF Portfolio and Risk Consideration
  • 4.4 Disadvantages of ETFs
  • Summative Assessment
  • Final Test
  • Course Evaluation
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever
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