Course Outline

Introduction to smart beta ETFs

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The Basics

Estimated time to complete:   16 hours.

Course description:   This online class will get you up to speed on the concepts behind smart beta ETFs. The course includes detailed discussions of the most common investment factors used to build smart beta ETFs, such as size, value, volatility, momentum, etc.. We also walk through other strategies used by smart beta ETFs, such as long/short equity, option trading and sector rotation. The class includes a lot of reading of online content. We also give you tools so that you can study some of the most common smart beta ETFs on the market today. We expect you to already have a basic understanding of ETFs before taking this class.

Prerequisites:   A basic level of understanding of exchange traded funds. We assume you have either taken our introduction to exchange traded funds class,or you have gained equivalent knowledge through experience. If you really want to know if you are ready for this class, you can take the free online test related to our introduction to ETFs class. If you can easily answer the questions in that test, you are ready for a more advanced class.

Recommended Way To Take The Class:    It is an online class, which gives you the flexibility to take the class however you can, whenever you can. Our suggestion is to try to find solid blocks of time of at least two or three hours where you can focus on the class. Better yet, set aside an entire day to taking the class, so that you really focus, and "dig in".

To Complete The Course:   As you complete each step of the course, we ask that you mark that step as "complete" in our database. You are done with the course when you have marked all steps as complete. You can print our completion certificate for the course when you have marked all steps as complete.

Price:   $100.00

Course Outline

You complete the class by completing 38 steps, organized into sections. It should take you about 11 hours.

Section 1, Introduction to Smart Beta ETFs
Let's start with some introductory reading on smart beta ETFs. We introduce you to the concept of a smart beta ETF. We then discuss academic factor research, such as the famous Fama French factor models. We introduce you to some of the tools on that help you research and screen smart beta ETFs. At the end, we have you study the largest U.S. stock market smart beta ETFs.
Section 2, Review of smart beta approaches
In this section, we review each of the most common smart beta approaches in detail. We start with a detailed discussion of one of the common smart beta strategies, which is to track an index that equal weights the stocks in the index. We then cover in detail each of the most commonly used investment factors (volatility, momentum, value, quality, etc...). At the end of the section, we will have you study the U.S. stock market smart beta ETFs that we have given our highest ratings to.
Section 3, Other strategy ETFs
Let's now focus on ETFs that pursue alternative strategies. These are not really "smart beta" ETFs per se, but they offer different investment approaches besides just tracking a market capitalization index. We cover a wide range of strategies: ETFs that use option trading, corporate event ETFs, long/short equity ETFs, VIX futures ETPs, sector rotation ETFs and more. The goal is to not necessarily to do a deep dive into each of these, but to give you a broad overview of all these different strategies. We want you to be aware of what is out there.
Section 4, Wrapping Up
Final steps to complete the class. To be able to print your completion certificate, we expect you to pass our online exam with a score of at least 70%.

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