# Planning Deep Dive: Free Advanced ETF Course

> Planning Deep Dive: Sequence risk, tax-aware fund choice and your own investment rules. 6 free lessons on real ETF data, with quizzes and a certificate.

Data as of Nov 10, 2026. Rebuilt every trading night.

## Planning Deep Dive

Data as of Nov 10, 2026. Rebuilt every trading night.

As of Nov 10, 2026, ETFIQ Academy’s Planning Deep Dive course has 6 free advanced lessons on real ETF data, about 43 minutes in all.

Planning Deep Dive · 6 lessons published 1 2 3 4 5 6

Start the course

### Lessons

- Sequence risk: why the order of returns matters Lesson 1, 7 minutes

- Tax-aware fund choice: how a fund's build shapes your tax Lesson 2, 7 minutes

- Concentration: see what you already own Lesson 3, 7 minutes

- Inflation and rates: when bonds stop cushioning Lesson 4, 7 minutes

- Evaluating a fund: fee, benchmark and promise Lesson 5, 7 minutes

- Write your own investment rules Lesson 6, 8 minutes

### Your progress

Finish all 6 lessons and get 2 of 3 right on each quiz to earn the course certificate. 0 of 6 lessons passed on this device.

### What you learn

- Why the order of returns matters once you draw money, shown by replaying the same four real years in reverse

- How a fund's build (notes or index options) shapes when and at what rate its payouts are taxed, shown on two Nasdaq-100 income funds

- How to add up what several ETFs hold underneath, company by company and sector by sector, to find hidden concentration

- Why holding fewer stocks protects in some years and not others: the inflation and interest-rate regime decides whether bonds hold

- Three checks for any fund (cost, result against its benchmark, and whether it kept its category's promise), shown on two income funds

- How to write a one-page set of rules (purpose, loss limit, mix, upkeep, review) with numbers from the largest falls of ETFIQ's benchmarks

### Where to next

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Source: ETFIQ, independent ETF data. Recomputed nightly from public filings and prices.
Cite: ETFIQ, Planning Deep Dive: free ETF course, data as of Nov 10, 2026. https://etfiq.com/academy/planning-deep-dive/
Licence: https://etfiq.com/license/ Data ETFIQ computes is free to use with attribution: ETFIQ (etfiq.com). Issuer data stays under its owner's terms.
HTML: https://etfiq.com/academy/planning-deep-dive/