Loading...

Course Description

Exchange Traded Funds are fast becoming a preferred way to participate in a widening variety of investments. ETF’s are said to offer the best of both worlds; the intra-day trading of individual stocks with the convenience and pooled investment approach of mutual funds. All at a significantly reduced cost! This course will explore the various
types of ETF’s and how they can be used to construct a new portfolio as well as help diversify an existing one. Students will receive hands on experience in navigating this
at times confusing landscape, how to analyze and select between competing programs, along with a realistic view of ETF’s benefits and disadvantages. 

Learner Outcomes

  • Apply business cycle theory to identify investment opportunities
  • Understand basic concepts of “Top-Down” portfolio construction
  • Analyze existing portfolios to identify gaps and concentrations, and how to address them
  • Develop a working knowledge of ETF’s advantages, limitations and strategies

 

 

Prerequisites

To enroll in Strategic Investments elective courses, students must have completed ECON X499.1, ECON X499.2, and ECON X499.4 with a grade C or better. 

If you have substituted ECON X499.1 with a ECON 134A please email your unofficial transcript to help@professional.ucsb.edu for assistance.  

Concurrent Enrollment Permissible: If you have already enrolled in ECON X499.1 / ECON X499.2 / ECON X499.4 and wish to register before the courses have completed, please contact PaCE Support at 805-893-4200 to bypass the prerequisite.

Applies Towards the Following Certificates

Loading...
Enroll Now - Select a section to enroll in
Section Schedule
Nov 01, 2023 to Nov 29, 2023
Type
Class
Days
W
Time
12:00PM to 2:00PM
Dates
Nov 01, 2023 to Nov 29, 2023
Campus
UCSB Campus
Building
Kerr Hall
Room
Room 2140
Type
Class
Days
Th
Time
12:00PM to 2:00PM
Dates
Nov 09, 2023
Campus
UCSB Campus
Building
Kerr Hall
Room
Room 2140
Schedule and Location
View Details
Contact Hours
9.0
Location
Delivery Options
In Class  
Course Fee(s)
Course Fee credit (1 units) $165.00
Potential Discount(s)
Available for Credit
1 units
Instructors
Section Notes

Steps to Enroll

How to Access Your Online Course:
IMPORTANT: Click here for instructions on how to access your online course

Registration Notice: 

Self-enrollment will be available until 10:30 AM PT on the first day of class.  If you wish to enroll after that time, please contact PaCE Support at help@professional.ucsb.edu

Required Textbook(s):
TBD

No refunds after 10/31/23

A full refund is given (less a $40 administrative fee per course) if notice of dropping from the course is received by PaCE 5 or more business days prior to the first day of instruction.  A 50% refund is given (less a $40 administrative fee) if notice of dropping from the course is received 1-4 days prior to the course start date.  See the full Drop Policy here.