Personal finance
Money basics, fees, taxes and saving, worked on real ETF data. The personal finance track.
- Money Basics Beginner. Budgets, what an ETF is, fees, taxes and starting small. 7 lessons.
- Building Wealth Intermediate. Emergency funds, inflation, income funds and return of capital. 6 lessons.
- Planning Deep Dive Advanced. Sequence risk, tax-aware fund choice and your own investment rules. 6 lessons.
Portfolio construction
Build, compare and check a simple portfolio of ETFs. The portfolio construction track.
- Build a Simple Portfolio Beginner. Stocks, bonds and cash, diversification, benchmarks and rebalancing. 6 lessons.
- Allocation and Risk Intermediate. Risk in numbers, overlap, core and satellite, and full costs. 7 lessons.
- Advanced Portfolio Design Advanced. Tilts, alpha and beta, investor rules and honest back-tests. 5 lessons.
Trading
How ETFs trade, what trading costs and where the risks are. Facts, not signals. The trading track.
- Trading Basics Beginner. Price and NAV, order types, spreads, premiums and trading costs. 7 lessons.
- Trading Products and Costs Intermediate. The trading card, capacity, dealers, leverage and decay. 6 lessons.
- Risk and Execution Advanced. Path dependence, single-stock funds, flows and a written plan. 4 lessons.
How it works
- Each lesson takes about six minutes: one idea, a worked example on dated ETFIQ data, a hypothetical calculator and three questions.
- No sign-in. Your progress stays in this browser.
- Pass every lesson in a course for a certificate you can share.
- Teachers get every lesson, answer keys and classroom activities on one page.
Education only. Not investment advice.