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