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investment Analysis and Portfolio Management Course

investment Analysis and Portfolio Management Course
4 to 360 hours flexible workload
valid certificate in your country

What will I learn?

This Investment Analysis and Portfolio Management Course gives you a clear, practical framework to research ETFs and managed funds, build diversified portfolios, and manage risk with confidence. Learn asset allocation, instrument selection, tax-aware implementation, stress testing, and disciplined rebalancing, supported by client-focused reporting tools you can apply immediately in real-world scenarios.

Elevify advantages

Develop skills

  • ETF and fund screening: select high-quality equity and bond ETFs fast.
  • Asset allocation design: build strategic multi-asset mixes for real clients.
  • Portfolio construction: weight assets, implement tax-aware and low-cost.
  • Risk and scenario analysis: test drawdowns, stress events, and tail risk.
  • Monitoring and rebalancing: track performance, rebalance, and explain moves.

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

Your lessons are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of interest without needing to change platforms... I'm grateful for everything you do, I've already recommended you to other people...
Giulio Carlo
Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.
Mariana Ferres
Mariana FerresPhotography Student
I like the content and the way videos are presented and transcribed, which speeds up the process!
Luciana Alvarenga
Luciana AlvarengaNail Design Student
The platform is fast and simple to use. The diversity of content and complementary videos really help with learning.
André Felipe
André FelipePrompt Engineering Student

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