Passive Investment Index Investing Series for Financial Planning Professionals Module 1: Overview of Indices (Thematic Strategies, Smart Beta, ESG)

Course Code

PE4200973

Start Date:

To Be Advised

Hours

3.0

Level

Short Course

Application Form

Email

peak@vtc.edu.hk

Enquiry: 28361922

Module 1: Overview of Indices (Thematic Strategies, Smart Beta, ESG)

- Basic concept of Index (Global and Local Indices)

- About Index/Passive Investing, Benefits and Drawbacks

- Indices by asset class – Equities, Fixed Income and Alternative Investments

- Indices by category – Thematic, Strategies, Smart Beta, ESG and Custom

- Compare different weighting methods

Teaching Language

All classes are conducted in Cantonese, supplemented with English terminology. (Except courses are specified conducted in English)

Continuing Professional Development (CPD)/Continuous Professional Training (CPT) hours

IA CPD Hours: 3

MPFA Non-core CPD Hours: 3

SFC CPT Hours: 3

HKMA ECF CPD Hours 3

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