Face to Face, PFS Breakfast Session : How Exchange Traded Funds ETF's Work

The Exeter Court Hotel
Wednesday, 08 May 2024
8:30 am – 10:00 am (UK time)
    • Alan Kinnaird Chartered FCSI, Business Development Manager, Walker Crips

We are delighted to welcome Alan Kinnaird of Walter Crips for this face to face training workshop.

Session Overview:

What is an ETF? Exchange-Traded Funds (ETFs) are investment funds that are traded on stock exchanges, much like individual stocks. They are designed to track the performance of a particular index, commodity, bond, or a combination of various asset classes. ETFs are similar to mutual funds but are traded throughout the day on stock exchanges at market-determined prices, whereas mutual funds are typically bought or sold at the end of the trading day at their net asset value (NAV).

ETFs offer investors the ability to diversify their portfolios across a wide range of assets with relatively low expense ratios. They also provide liquidity and transparency, as their prices are updated continuously throughout the trading day, allowing investors to buy or sell shares whenever the market is open.

Learning objectives

By the end of the session, participants will be able to understand

  • How ETF’s work
  • Areas to consider
  • How ETF’s are developing in the UK & US
  • Why UK Government Gilts are back in fashion
  • Investment Landscape for 2024

Alan Kinnaird Chartered FCSI
Business Development Manager
Walker Crips

Alan began his career with Tilney Investment Managers in Glasgow in 1990 and previously worked at HSBC Private Bank (Director London), Greig Middleton Stockbrokers Glasgow, and Swisspartners Zurich. He moved from Kleinwort Hambros and joined Walker Crips in May 2023.

Alan has appeared on BBC Radio 4 (Money Box), STV and Cambridge Evening News. He is a CISI exam editor and provides pro-bono work for Marie Curie and homeless charities. In his spare time he enjoys fly-fishing and golf.

  • The Kennford Room
  • The Exeter Court Hotel
  • Kennford
  • EX6 7UX

CII Accredited

This demonstrates the quality of an event and that it meets CII member CPD scheme requirements.

1 hour's CPD can be claimed for this event if relevant to your learning and development needs.

It is recommended that you keep any evidence of the CPD activity you have completed and upload copies to the recording tool as the CII may ask to see this if your record is selected for review. Details of the scheme can be viewed online at www.cii.co.uk/cpd.