Introduction to Exchange-Traded Funds (ETFs)

Name: Introduction to Exchange-Traded Funds (ETFs)
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Rating: 5.00 (1 reviews)

Discover how exchange-traded funds (ETFs) work, from their structure and creation to the key roles of issuers, authorized participants, and investors.

Understand the mechanics of ETF creation and redemption
Learn how ETFs balance price efficiency, liquidity, and transparency
Explore how ETFs differ from mutual funds and why investors use them

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Overview

Introduction to Exchange-Traded Funds (ETFs) Course

ETFs have transformed the investing landscape by combining the diversification of mutual funds with the flexibility of stocks. In this course, you’ll explore how ETFs are structured, how shares are created and redeemed, and the critical role of authorized participants and issuers in maintaining price efficiency. You’ll also learn how ETFs trade on exchanges, why they’re so cost-effective, and what makes them a cornerstone of modern investing.

Who Should Take This Course?

This course is ideal for finance professionals new to ETFs and anyone interested in understanding how these funds work, how they’re traded, and how they fit into investment portfolios.

Introduction to Exchange-Traded Funds (ETFs) Learning Objectives

By the end of this course, learners will be able to:

Define exchange-traded funds (ETFs) and explain how they combine characteristics of mutual funds and stocks.
Describe how ETFs are structured and operated, including open-ended fund design, exchange trading, and the roles of authorized participants and market makers.
Differentiate ETFs from other exchange-traded products (ETPs) such as ETNs, UITs, and commodity pools.
Explain how ETF shares are created, traded, and redeemed, and how the arbitrage mechanism keeps prices aligned with net asset value (NAV).
Identify and compare major types of ETFs – including equity, fixed income, and specialty ETFs – and understand their applications and risks.
Evaluate ETF performance and efficiency using key metrics such as expense ratio, AUM, bid-ask spread, tracking error, and total cost of ownership.

Prerequisite Courses

Recommended courses to complete before taking this course.

Introduction to Exchange-Traded Funds (ETFs)

Led by Meeyeon Park

Level 1

1h 26min

100% online and self-paced

Field of Study: Finance

NASBA CPE Credits: 2.5

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What You'll Learn

Lesson

Multimedia

Exams

Files

Qualified Assessment

What Our Members Say

I was very much interest to learn about ETF's and this course was Superb.

Oneil Taylor

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Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

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You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

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How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

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Introduction to Exchange-Traded Funds (ETFs)

Introduction to Exchange-Traded Funds (ETFs) Course

Who Should Take This Course?

Introduction to Exchange-Traded Funds (ETFs) Learning Objectives

What You'll Learn

Introduction

Introduction to Exchange-Traded Funds

ETF Structure & Mechanics

Types of ETFs

Investing with ETFs

Course Summary

Qualified Assessment

What Our Members Say

Oneil Taylor

Frequently Asked Questions