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Asset Management Training

Asset Management Training
4 to 360 hours flexible workload
valid certificate in your country

What will I learn?

This course provides a practical framework for profiling private clients, converting their goals and constraints into strategic asset allocations, and evaluating diversified portfolios with basic modelling tools. You'll learn to choose asset classes and instruments, control risks, rebalance portfolios efficiently, optimise taxes, and deliver clear recommendations through professional reports.

Elevify advantages

Develop skills

  • Portfolio design: quickly create diversified portfolios with risk awareness.
  • Risk controls: implement drawdown limits, buffers, and tax-efficient rebalancing.
  • Client profiling: convert investor goals and constraints into tailored portfolios.
  • Market modelling: forecast returns, volatility, and stress tests using Excel.
  • Client communication: explain allocations, risks, and reports in straightforward English.

Suggested summary

Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.
Workload: between 4 and 360 hours

What our students say

I was just promoted to Intelligence Advisor for the Prison System, and the course from Elevify was crucial for me to be chosen.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company I work for.
SilviaNurse
Great course. Lots of valuable information.
WiltonCivil Firefighter

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