ETFs & Portfolio Construction Certificate Program

ETF assets continue to grow exponentially around the globe, with total assets under management for ETFs and other exchange-traded products (ETPs) growing from $140 billion in 2010 to $18.46 trillion in 2025.*

This online program provides an understanding of ETFs and how they can be used to develop a broad range of diversified investment portfolios that help meet client needs. You will learn about the different types of ETFs available, what helps make ETFs tax efficient, how new shares of ETFs are created, how ETFs can be used in the context of an overall portfolio, and how to construct a portfolio using ETFs that could meet client needs. The program includes hypothetical case studies providing examples of how ETFs can be incorporated in a client portfolio.

The ETFs & Portfolio Construction certificate program was developed in collaboration with iShares® by BlackRock, one of the largest global asset managers and a leading provider of ETFs.

Delivered 100% online, the self-study program covers the following topics:

• Overview of the ETF market
• Introduction to ETFs
• ETF liquidity and trading
• ETFs: New ways of investing
• Choosing the right ETF
• Portfolio construction and management

Upon completion of this program, you will be able to:

• Compare and contrast ETFs to other pooled investment vehicles such as mutual funds
• Evaluate the use of ETFs in active and passive investment strategies
• Consider ETF investments across a broad range of asset classes
• Construct a portfolio using ETFs to pursue client needs

Completion of the ETFs & Portfolio Construction certificate program can also help you fulfill continuing education (CE) requirements:

• If you are a CFP® professional, the program qualifies for 5 CE hours for CFP® certification renewal
• If you currently hold a professional designation from the College, the program fulfills 6 CE credits as part of the renewal of your current designation.

Complete your self-study program when it fits into your schedule

The program is delivered on demand. Your online learning platform will guide you through all your course-related activities, including reading assignments, recorded video lectures and final exam. Each module takes approximately 1 hour to complete for an overall estimated completion time of about 6 hours.