Expand Your Expertise

The Certificate of ETF Fundamentals is designed to elevate your skills and navigate the ETF industry with confidence.

Course contents

A Brief History of ETFs
- The ETF Growth Story
- ETFs in Europe: A Brief History
- ETF Product Evolution

Why Have ETFs Been Successful?
- Key Attractions of ETFs
- What’s Driving the Growth

How Are ETFs Different to Mutual Funds?

The ETF Ecosystem
- Operating Model Overview
- Participants

Types of ETFs
- Market Cap ETFs
- Smart Beta ETFs
- Thematic ETFs
- ESG ETFs
- Active ETFs
- ETF vs ETC vs ETN
- Leveraged / Inverse ETPs
- Crypto and Commodity ETPs

ETF Regulation
- How Are ETFs Regulated
- Regulatory Tailwinds for ETFs

The Mechanics of ETFs – Structures
- Replication Methods: Physical vs Synthetic
- Replication Structures
- Physical vs Synthetic Replication – Market Share
- Share Classes - Listed and Unlisted

The Mechanics of ETFs – Trading
- The ETF Trading Ecosystem
- The Creation and Redemption Process
- The Portfolio Composition File (PCF)
-The Role of the Authorized Participant (AP)
- Market Makers vs APs
- How APs Make Money
- Where Are ETFs Traded
- A Typical ETF Order Flow
- Factors Impacting Trade Execution Choice
- Trading and the Role of Capital Markets

The Mechanics of ETFs – How to Enter the Market
- Key Considerations for Market Entry
- Market Entry Options: Build, Buy, or Partner/White Label
- The White Label Providers
- Cost and Time to Market for Launching an ETF
- Why Are Most ETFs Domiciled in Ireland?
- Service Providers and Custody Considerations

The European ETF Landscape
- Size of the Market
- ETFs by Asset Class
- Market Concentration Among ETF Providers
- US vs Europe – Key Differences

How Are ETFs Distributed
- Main Exchanges Active in Trading ETFs
- ETF Clients: Who They Are and How They Use ETFs
- Where Are ETFs Held Across Europe
- Distribution Trends in Europe
- Retail Saving Plans Driving ETF Growth
- Challenges in Selling ETFs
- ETF vs Mutual Fund Sales Strategies

How to Invest in ETFs
- Uses of ETFs in Practice
- Key Selection Criteria for ETFs
- Understanding Total Cost of Ownership
- Tracking Difference and Liquidity Considerations

Active ETFs
- The Next Big Thing?
- Why Are Investors Choosing Active?

The Future of ETFs
- Predictions for ETF Market Growth
- Retail Investors as the Next Growth Segment
- ETFs vs Mutual Funds: A Changing Landscape
- Challenges for Mutual Fund Managers Adopting ETFs
- Key Industry Trends to Watch

Insights from Market Experts - BBH
Waystone, Dillon Eustace, Jane Street, Omba Investments, Refinitive, Vanguard, Invest Engine

Multiple Choice Exam

Why Have ETFs Been Successful?Key Attractions of ETFsWhat’s Driving the Growth

How Are ETFs Different to Mutual Funds?

Obtain an official CPD certification

This online training course offers a 360-degree overview of the European ETF marketplace, covering topics such as the history of ETFs, regulation, trading mechanics, and distribution trends.

With 16 modules and approximately 7 hours of valuable content, you’ll gain a deep understanding of the ETF ecosystem.

Bridging the Gap in ETF Education

We created the ETF Training Hub to fill a crucial gap in the industry—until now, there have been limited opportunities for professionals to gain structured, high-quality ETF education.

Our platform provides the essential knowledge, skills, and certifications needed to excel in this fast-growing market. Whether you’re new to ETFs or looking to advance your career, our expert-led training will help you stay ahead and unlock new opportunities.

Expand Your Expertise

Course contents

Obtain an official CPD certification

Bridging the Gap in ETF Education

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