What You'll Master
Comprehensive skills for professional ETF trading
ETF Fundamentals
Master ETF structures, types, and mechanics. Understand the $7 trillion market that's revolutionized investing.
Analysis & Selection
Learn critical metrics like expense ratios, tracking error, and bid-ask spreads to identify optimal ETFs.
Trading Strategies
From conservative buy-and-hold to advanced sector rotation and momentum strategies.
Risk Management
Professional techniques including the 1% rule, position sizing, and dynamic hedging strategies.
Tax Optimization
Maximize after-tax returns through tax-loss harvesting and strategic asset location.
Portfolio Construction
Build age-appropriate, diversified portfolios using core-satellite approaches.
Course Requirements
What you need to get started
Prerequisites
Basic understanding of financial markets recommended but not required. Course starts with fundamentals.
Time Commitment
8-10 hours of study time. Learn at your own pace, typically completed within 2-4 weeks.
Technical Requirements
Internet connection and device for video content. No special software required.
Access Requirements
Standard brokerage account recommended for practical application (not required for course completion).
Course Journey
Progressive learning path from fundamentals to mastery
Module 1: ETF Fundamentals
Master ETF basics, types, and structure. Understand the creation/redemption process and advantages over mutual funds.
Module 2: Analysis & Selection
Learn key metrics, due diligence processes, and screening tools to identify optimal ETFs for your strategy.
Module 3: Trading Strategies
Implement proven strategies from basic to advanced, plus comprehensive risk management and tax optimization.
Module 4: Advanced Topics
Explore specialized ETFs, options strategies, technical analysis, and professional portfolio construction.
