Designed for experienced traders ready to elevate their ETF trading strategies to professional levels.
ETF Mastery
This intensive program cuts through the noise to deliver institutional-grade techniques for sophisticated ETF selection, tactical trading, and portfolio optimization.
BESTSELLER 743 students
SKILL LEVEL Advanced
Duration 12-16 Hours
Level Advanced
Modules 4
Full lifetime access
Access on mobile and TV
Why Choose ETF Mastery?
Comprehensive Curriculum
From basic ETF mechanics to advanced portfolio construction, covering everything you need to become proficient in ETF investing.
Practical Application
Real-world strategies and implementation techniques that you can apply immediately to your investment portfolio.
Risk Management Focus
Learn to identify, measure, and manage various risk types in ETF portfolios with professional-grade tools and techniques.
Tax Optimization
Master tax-efficient strategies including tax-loss harvesting and optimal asset location for maximum after-tax returns.
Course Modules
ETF Fundamentals
Build a solid foundation with ETF basics, structure, and mechanics.
- Introduction to ETFs and key characteristics
- Types of ETFs by asset class and strategy
- ETF vs. other investment vehicles
- Creation/redemption process and pricing
ETF Analysis & Selection
Learn to evaluate and select the best ETFs for your strategy.
- Fundamental analysis and cost evaluation
- Performance evaluation and risk metrics
- Due diligence framework
- Screening tools and research platforms
Investment Strategies
Master core-satellite, tactical allocation, and factor investing.
- Core-satellite portfolio construction
- Tactical asset allocation strategies
- Factor investing with ETFs
- International and currency strategies
Risk Management & Advanced Strategies
Advanced portfolio construction and sophisticated risk management.
- Portfolio risk assessment and monitoring
- Hedging strategies and downside protection
- Tax-efficient ETF strategies
- Advanced portfolio construction methods
Complete Course Syllabus
Module 1: ETF Fundamentals
4-5 hoursUnit 1.1: Introduction to ETFs
- Define ETFs and distinguish from other investment vehicles
- Understand basic structure and mechanics
- Identify key participants in ETF ecosystem
- Learn transparency, liquidity, and cost advantages
Unit 1.2: Types of ETFs
- Equity ETFs: broad market, sector-specific, geographic focus
- Fixed Income ETFs: government, corporate, high-yield bonds
- Commodity ETFs: physical commodities and futures-based
- Alternative ETFs: REITs, currency, volatility-based
- Strategy types: passive, active, smart beta, ESG
Unit 1.3: ETF vs. Other Investment Vehicles
- Comprehensive comparison with mutual funds
- ETFs vs. individual stocks analysis
- ETFs vs. closed-end funds differences
- Decision framework for vehicle selection
Unit 1.4: ETF Mechanics and Pricing
- Creation and redemption process with authorized participants
- Net Asset Value (NAV) and market pricing mechanisms
- Understanding tracking error sources and causes
- Arbitrage mechanisms keeping prices close to NAV
Module 2: ETF Analysis and Selection
3-4 hoursUnit 2.1: Fundamental Analysis of ETFs
- Portfolio composition and holdings examination
- Weighting methodologies: cap-weighted, equal-weighted, factor-based
- Expense ratio analysis and additional cost considerations
- Liquidity assessment: fund-level and underlying asset metrics
Unit 2.2: Performance Evaluation
- Return analysis: absolute and relative performance
- Risk metrics: standard deviation, maximum drawdown, beta
- Tracking analysis: tracking error and tracking difference
- Risk-adjusted return evaluation methods
Unit 2.3: Due Diligence Framework
- Investment objective assessment and strategy alignment
- Fund provider analysis and operational due diligence
- Documentation review: prospectus and supplemental materials
- Systematic evaluation checklist development
Unit 2.4: ETF Screening and Research Tools
- Research platforms and financial data providers
- Screening capabilities and key criteria application
- Research process: initial screening to final selection
- Professional vs. retail research tool comparison
Module 3: ETF Investment Strategies
4-5 hoursUnit 3.1: Core-Satellite Portfolio Construction
- Core-satellite philosophy and allocation framework (60-80% core, 20-40% satellite)
- Core selection: domestic equity, international equity, fixed income
- Satellite strategies: factor tilts, sector allocation, geographic specialization
- Implementation best practices and rebalancing considerations
Unit 3.2: Tactical Asset Allocation
- Strategic vs. tactical allocation framework
- Implementation approaches: momentum-based and mean reversion
- Economic cycle positioning strategies
- Execution considerations: transaction costs and risk management
Unit 3.3: Factor Investing with ETFs
- Factor investing foundations and primary equity factors
- Value, momentum, quality, size, and low volatility factors
- Multi-factor approaches: equal weight and dynamic allocation
- Implementation strategies: pure factor vs. integrated approaches
Unit 3.4: International and Currency Strategies
- International allocation framework and home country bias
- Developed vs. emerging markets allocation strategies
- Currency management: hedged vs. unhedged decision framework
- Emerging markets implementation and regional strategies
Module 4: Risk Management and Advanced Strategies
4-5 hoursUnit 4.1: Portfolio Risk Assessment
- Risk types: market, concentration, liquidity, and tracking risk
- Risk measurement tools: VaR, stress testing, correlation analysis
- Risk monitoring framework: daily, weekly, and quarterly processes
- Concentration metrics and portfolio analytics implementation
Unit 4.2: Hedging Strategies
- Inverse ETFs for portfolio hedging: mechanics and limitations
- Volatility-based hedging with VIX products
- Options on ETFs for downside protection
- Multi-asset hedging: cross-asset protection strategies
Unit 4.3: Tax-Efficient ETF Strategies
- ETF tax advantages: in-kind redemption benefits
- Tax-loss harvesting: strategy framework and automation
- Asset location strategies: taxable vs. tax-advantaged accounts
- International tax considerations and foreign tax credits
Unit 4.4: Advanced Portfolio Construction
- Modern Portfolio Theory: mean-variance optimization and Black-Litterman
- Alternative weighting methodologies: equal weight, fundamental, risk-based
- Dynamic allocation models: momentum, mean reversion, economic regime
- Implementation considerations: transaction costs and operational efficiency
Final Assessment
Complete your learning with a comprehensive quiz covering all four modules. The assessment includes:
- Multiple-choice questions testing fundamental concepts
- Scenario-based problems requiring practical application
- Cost analysis and performance evaluation exercises
- Risk management and strategy implementation questions
Certificate of Completion awarded upon successful assessment completion.
Perfect For
Individual Investors
Beginner to intermediate investors looking to master ETF investing strategies
Financial Advisors
Professionals seeking to enhance their ETF knowledge and client service
Finance Professionals
Industry professionals wanting to deepen their ETF expertise
Portfolio Managers
Investment professionals implementing ETF strategies in portfolios
Real People, Real Wins - Check Out Their Transformations
Easily the most practical advanced ETF training available
"This course transformed my ETF trading strategy from basic sector rotation to a sophisticated multi-factor approach. The advanced execution techniques alone saved my firm thousands in implementation costs. Easily the most practical advanced ETF training available."
Marcus T., Portfolio Manager
My portfolio performance improved in the quarter following implementation.
"After 5 years of ETF trading, I thought I knew it all until taking this course. The section on liquidity analysis and creative hedging strategies opened my eyes to opportunities I had been missing. My portfolio performance improved in the quarter following implementation."
Eliana J., Independent Trader
The practical worksheets made implementation seamless
"The advanced ETF portfolio construction techniques taught in this course have become the cornerstone of my client offering. The practical worksheets made implementation seamless, and my clients have noticed the difference in both performance and risk management."
Ralf P., Financial Advisor
The section on tactical ETF rotation aligned with economic cycles has been particularly valuable
"As someone who manages my family's investment portfolio, the advanced ETF course provided institutional-level strategies I could actually implement. The section on tactical ETF rotation aligned with economic cycles has been particularly valuable during recent market volatility."
Marta W., Active Investor
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