Asset Management Training
Gain mastery in asset management using practical tools for building portfolios, managing risks, tax-efficient investing, and effective client communication. Develop skills to create optimised allocations, handle drawdowns, and confidently advise private investors with clear, professional reporting and plain-language explanations.

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.What our students say
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