Course summary
Learn how to use Exchange Traded Funds (ETFs) to personally invest into the share market.
ETFs have become extremely popular. Financial Advisers are recommending them to their clients, professional fund managers are using them in their portfolios and superannuation funds offer them in their investment menus.
But the best thing about them is they are easily accessible to personal investors.
In this three-session course you are going to go from learning the fundamentals to creating your own investment portfolios. The first session will cover the basics while the second discusses Indexing and the different types of ETFs available. In the third session, we get into the nitty gritty and discuss the different ways to construct a portfolio going from super basic to intermediate level.
This course is perfect for beginners and intermediate investors alike.
What you will learn
- key characteristics of ETFs
- the benefits of ETFs for different investor types
- the different types and styles of ETFs available
- what are the specific asset classes and areas you can invest in through ETFs
- indexing and its advantages
- questions to ask yourself before investing into ETFs
- how to research ETFs
- portfolio allocation techniques
What you will get
- the confidence to research and purchase your own ETF investments
- course notes. Including a step-by-step guide to help you research and create your own ETF portfolio
What you need to bring
- pen and paper if you want to take notes
About the tutor
Andrew Bonnici. The ETF Guy.
Andrew is a licensed financial adviser with over 20 years’ experience. He is the owner and operator of Endgame Advice, a local business that specialises in investment, superannuation, and insurance advice.
He has personally invested into and has recommended ETFs to his clients for the last 15 years. He is an ETF specialist with a wealth of hands-on knowledge and experience.
Course cost
COST: $95.00
Class availability: 5 PLACES REMAINING
Course dates
Tuesday 28 November
7.00pm – 8.30pm (3 sessions)
Book this course
To enrol in this course, fill out the form below. Remember to add the details of any other students who are part of your booking.
Please note: This class requires a minimum number of students to go ahead. For this reason, we encourage students to book at least 5 days prior to the course/workshop. In the unlikely event that we don't get enough enrolments, we may need to postpone to a later date or cancel the course/workshop. You will be advised via email or text prior to the class commencing.
$95.00
5 PLACES AVAILABLE
