Course Outline

Introduction to Smart beta ETFs

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The Basics

Estimated time to complete:   8 hours.

Course description:   This is an introductory class on smart beta ETFs. We assume that you have some prior knowledge of how ETFs work. This class is an online class that involves a lot of reading of concepts and studying data. We go into detail, so that you will have an in-depth understanding of the market by the time you are done. We start with the basics of how smart beta ETFs work, including an overview of the investment factors that smart beta ETFs are using. We then study individual smart beta ETFs. To receive your completion certificate, you must take an online test and receive a passing grade of at least 75%.

Prerequisites:   Some basic knowledge about ETFs.

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:   0

Price:   $100.00

Course Outline

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

Section
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 ETFanalyst.com 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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