Our Courses: Exchange Traded Funds

Find out the basics of ETFs from an adviser’s perspective: what they are, how they work and why you should care.
Index funds come in a number of different fund structures, including ETFs, OEICs, Unit Trusts and Investment Trusts. A detailed comparison of the four main structures in the UK can help put ETFs in context.
Discover what’s under the bonnet of ETFs and how they operate.
Discover the difference between the cost structure of ETFs and traditional index fund structures.
Discover how ETFs can be used in client portfolios and the key things you will need to consider before selecting ETFs for your client.
Discover how ETFs are taxed and what to look out for to ensure your clients pay the right amount of tax.
Delve deeper into some technical aspects of ETFs that are important to advisers.