ETFs from scratch: investing in exchange-traded funds (Advanced)

This course will introduce you to the world of ETFs (Exchange-Traded Funds), one of the most accessible and popular investment instruments. You will learn how ETFs work, their advantages over individual stocks and mutual funds, and how to build investment portfolios using ETFs effectively.

ETFs allow investors to gain diversified exposure to various asset classes with minimal costs. They are suitable for both long-term investors and active traders who incorporate ETFs into their strategies.

What’s included in the course?

Module 1: ETF fundamentals

1. What are ETFs, and how do they function?
2. Differences between ETFs and mutual funds
3. Key types of ETFs: index-based, sector-focused, bond, commodity, and thematic ETFs
4. Understanding ETF pricing and the impact of spreads

Module 2: Benefits and limitations of ETFs  (covered in live webinar)

1. Why investors choose ETFs
2. Liquidity and low-cost benefits
3. How ETFs provide diversification and risk reduction
4. The effect of expense ratios on long-term returns

Module 3: Selecting ETFs for your portfolio  (covered in live webinar)

1. Best ETFs for beginner investors
2. Overview of popular ETFs (SPY, VOO, QQQ, ARKK, VYM)
3. Differences between active and passive ETFs
4. Factors to consider when selecting an ETF (issuer, asset size, fund strategy)

Module 4: ETF investment strategies  (covered in live webinar)

1. What are index ETFs, and why are they effective?
2. Top ETFs for long-term investing (S&P 500, NASDAQ 100, MSCI World)
3. Understanding market capitalization vs. equal-weighted ETFs
4. Long-term ETF strategies: dollar-cost averaging (DCA), buy & hold

Module 5: Understanding ETF taxation and fees

1. How ETFs are taxed in the UK and EU
2. Accumulating vs. distributing ETFs: reinvestment vs. payouts
3. Tax considerations when selling ETFs

What you will learn:
✅ Understand how ETFs work and select suitable funds
✅ Build a diversified investment portfolio with minimal risk
✅ Use ETFs for both long-term and short-term strategies
✅ Navigate ETF taxation across different jurisdictions
✅ Apply diversification and effective passive investment strategies

Who is this course for?
✔ Beginner investors looking to understand ETFs
✔ Individuals seeking a simple way to diversify their capital
✔ Active traders integrating ETFs into trading strategies
✔ Anyone wanting to build a cost-effective long-term portfolio

Format:

• Self-paced learning materials (PDF format)
• Practical examples and real-world case studies which you can discuss with experts
• Three live webinars (each lasts 2 hours and is split into hour-long sessions with ten minute break)
• Interactive discussions with other trading enthusiasts in a Telegram group where experts will answer your questions related to the course within two weeks
• Test tasks to check your knowledge after the course, with live feedback from experts (test completion is up to you; it does not affect your access to any course materials at any stage)
• No prior investment experience required