September 26th 2026
ETF Mini App Presentation
From the ETF Course Excel files to a guided, onlinepractice tool: pick a portfolio, plan the goal, trackreal purchases.
ETF
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Investment
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Event
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Students
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Switzerland
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In site
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ETF ✧ Investment ✧ Event ✧ Students ✧ Switzerland ✧ In site ✧
The event at a glance
What: “Corso ETF in presenza”, a full in-person training day for the Ethical ETF course.
When: Saturday 26 September 2026, 09:00–17:00, followed by networking and an evening aperitivo.
Where: Sala Meeting Luini, Chiasso, Switzerland. It was run with Luini and Annata, which also hosted the aperitivo.
Format: in person only, recorded, with nobody joining online. Participants got a Moneysurfers bag, notebook and pen.
It was a day for existing students, not an event open to the public.Purpose
Bring students back to the course: go over the key concepts and make sure everyone is at the same level.
Turn theory into practice: each person built a real ETF portfolio during the day.
Introduce the new ETF Mini App (Wizard ETF) and test it with real users.
Measure progress and collect feedback with self-assessment tests at the start and end, short interviews during the breaks, and a paper survey.
Present Inner Circle as the next step after the course.
From theory to a real portfolio: students left with a portfolio they had built themselves, not only slides.
The first live use of the ETF Mini App, the guided app that replaces the course’s Excel files. Clarity recorded 35 app sessions on the event day, and 8 of those users came back on a later day. I’d describe these as sessions, not people.
Learning with traders: three traders reviewed the portfolios in person.
Community: the networking and the aperitivo at Luini, Chiasso, Switzerland.