Overview of Courses
This series of online courses covers both core and advanced concepts related to ETF investing. Completion of all the course modules culminates in a certificate of proficiency awarded by the ETF Education Academy. These self-paced courses cover a range of essential ETF related concepts:
The ETF Education Academy has been accepted to offer continuing education (CE) credit by the CFP® Board.
Core Course
The core courses address the fundamentals of ETF product types, indexing, and basic ETF based portfolio construction.
Module 1: Evolution & Features of ETFs
Module 2: Index Design & Implications
Module 3: ETFs & Asset Allocation
Advanced Course
The advanced courses address issues including smart beta ETFs, taxes & trading, and advanced ETF based portfolio construction.
Module 4: Smart Beta
Module 5: ETF Trading
Module 6: Evaluating ETFs