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Mastering ETF Trading: Strategies and Best Practices

Session Speakers
Session Description

Why Attend
Exchange Traded Funds (ETFs) continue to grow in number of funds and assets.  ETFs offer advisors expanded choices and benefits of diversification, lower costs and tax efficiencies. However, trading ETFs is very different than mutual funds and even traditional equities.  Learn how and why trading ETFs is unique and assess your current trading knowledge and processes to see where you can improve and minimize trading costs.

Session Details
Are you ready to gain greater insight into ETFs and how they can help your clients meet their financial goals? In this pre-conference, practical application session, our subject-matter experts will discuss the tactical aspects of trading ETFs. Discover:

  • How ETFs work and their key differences from mutual funds.
  • How to assess your trades and order choices and when to seek off exchange liquidity.
  • What you can learn from examples of successful and unsuccessful large ETF trades.
  • Learn about resources and contacts available to you from ETF providers and the Charles Schwab Advisor Trading Desk

Additional Information
CPE-2 hrs, CIMA-2 hrs, CE-2 hrs
Pre-Conference Session
2h
Session Schedule