The Ins and Outs of Investing With ETFs (Ben Johnson)

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Quick Start Guide - 5 Things You Need to Know to Complete This VES Class

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Class Section Descriptions: 

Snapshot:   An overview of the class topic, focus, requirements, and components. 

Instructor:  A biography and the contact information on the class instructor. 

Materials:   Education materials to be reviewed prior to, or with, the presentation video, to aid comprehension.

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"?":   Resources and contact information to obtain assistance for VES offerings, AAII membership and AI Tools..

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Additional Resources (attached below): .

  • VES Class Welcome Video - welcome video that includes a broad overview of AAII's Video Education Series. 
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 To continue with this VES Class, please proceed to the next section (tab) labeled "Snapshot". >>>

For technical issues, questions or concerns with this course please, contact the course administrator at ves@aaii.com  


Synopsis

In this VES Class, Ben Johnson covers the key areas for investing with exchange-traded funds (ETFs). Base topics include what ETFs are and what ETFs are not, the ETF creation and redemption process, and some basic guidelines and best practices on how to trade and invest with ETFs. Also included in this discussion are the pros and cons of ETFs compared to mutual funds including: cost and fees, tax efficiency, performance, accessibility, liquidity, predictability, reliability, accuracy, indexing and active management. 

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Class Details

Organization:  Morningstar
Presenter:  Ben Johnson ......................................................................
Title:  The Ins and Outs of Investing with ETFs
Duration: 35 Minutes 
Credits:  2 Credits
Words of Wisdom: Yes
Segment Incentive Bonus:  N / A
Course Inclusion:Structured & FlexiLearn


Class Focus

Topic: ETFs Exchange Traded Funds..............a 
Knowledge Level:  Beginner - Intermediate 
Appropriate:All Investors and Traders 


Class Criteria

Credits Accrued:  Passing Test Score (>= 70%)................
Words of Wisdom:Viewing Requirement (>= 90%) ..............
SIB Benefit: Passing Test Score (>= 70%) 

 

Pre-Class | Post-Class Recommendations 

Pre-Class Suggestions:  Mutual Funds...................................................................... 
Class Associated Tools:N/A
Continuing Education Classes:AAII's Essential Investing Course ..................................................
Associated AAII Offerings: AAII Membership & Journal _____


Additional Elements Included

  • Class Discussion Forum
  • Class Survey
  • Key Terms & Definitions
  • Learning Objectives
  • Lesson Summary
  • Preliminary Education Materials
  • Presentation Slides (PDF)
  • Resources Articles & Studies
  • Speaker Bio/Contact Information
  • Testing for Class Credits 

Ben Johnson

Director of Global Exchange-traded Fund Research

Morningstar

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Ben Johnson, CFA, is director of global exchange-traded fund research for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc. Before assuming his current role in 2012, he was director of ETF research for Europe and Asia. He also previously served as a senior equity analyst, covering the agriculture and chemicals industries. Before joining Morningstar in 2006, he worked as a financial advisor for Morgan Stanley. Johnson holds a bachelor’s degree in economics from the University of Wisconsin. He also holds the Chartered Financial Analyst® designation. In 2015, Fund Directions and Fund Action named Johnson among the 2015 Rising Stars of Mutual Funds. 

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Website

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