ETF Advisor Diploma

Course details

ETF Advisor Diploma

Duration: 3 months

Assessment: One comprehensive practical assignment
Become a knowledgeable and effective ETF Advisor with this internationally recognized diploma that equips you with detailed understanding and practical skills to guide investment decisions in the rapidly growing ETF market. This fully online, flexible program covers fundamental to advanced ETF concepts, enabling you to advise clients and manage ETF portfolios confidently.

Course Modules and Key Learnings:

1. What ETFs Are
   Understand Exchange-Traded Funds (ETFs), their structure, and how they function in capital markets.
2. How ETFs Are Created and Priced
   Learn about the ETF creation and redemption mechanisms, arbitrage processes, and pricing dynamics.
3. ETFs Compared to Index Mutual Funds
   Explore similarities and differences including liquidity, cost structures, tax efficiency, and trading flexibility.
4. Advantages and Disadvantages of ETFs
   Analyze benefits such as diversification and transparency, along with considerations like tracking error and liquidity risks.
5. Tax and Operational Efficiency of ETFs
   Study the tax implications and operational aspects that contribute to ETFs' efficiency relative to other investment vehicles.
6. International Diversification of ETFs
   Examine ways ETFs provide access to global markets, emerging economies, and various asset classes.
7. ETF Basket and Regulation
   Understand ETF portfolio composition, regulatory frameworks, and compliance issues affecting ETF markets.
8. Comparing Fees by Structure
   Learn to evaluate ETF expense ratios, fee structures, and how costs impact investment returns.
9. Actively Managed ETFs
   Distinguish between passive and actively managed ETFs, and understand their strategic roles.
10. Calculating the Net Asset Value
    Master the methodology for computing NAV and its influence on ETF pricing.
11. Currency ETFs
    Explore ETF products focused on currency exposure and hedging strategies.
12. Additional Topics
    Dive deeper into trading strategies, ETF market trends, risk management, and emerging ETF products.

Assessment:
Your understanding and application of ETF concepts will be assessed through one practical assignment, which applies your learning to real-world advisory scenarios. Students may begin the assignment immediately and complete the diploma flexibly upon submission.
 
  Updated on 31 July, 2025