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




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

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2:30PM to 4:30PM
Feb 15, 2023 to Mar 08, 2023
UCSB Campus
North Hall
Schedule and Location
Contact Hours
Delivery Options
Course Fee(s)
Course Fee credit (1 units) $165.00
Potential Discount(s)
Available for Credit
1 units
Section Notes

Steps to Enroll

How to Access Your Online Course:


One business day after enrollment but no sooner than 2 weeks before the beginning of the course, you will receive an email with detailed instructions on how to access your online course. You don’t need to take any action until you receive that email. Please note that you will not be able to access your online course until all the steps highlighted in that email are complete.

Required Textbook(s):

No refunds after 02/14/23