Investment Choice Course
This Investment Choice Course equips investment professionals with practical skills to transform client objectives into effective portfolios. It covers asset allocation strategies, robust risk management, tax-efficient account selection, and hands-on implementation for compliant, outcome-focused advice that drives superior long-term results.

4 to 360 hours flexible workload
valid certificate in your country
What will I learn?
Gain a practical framework in the Investment Choice Course to profile clients accurately, address behavioural biases, and craft compliant recommendations matched to risk profiles. Master mapping financial goals and timelines, creating custom asset allocations and glidepaths, choosing tax-smart accounts and investments, controlling expenses, and using systematic monitoring, stress tests, and rebalancing to optimise enduring investment performance.
Elevify advantages
Develop skills
- Master client profiling to convert goals, risk tolerance, and behaviours into precise advice.
- Design asset allocations with goal-based portfolios and effective glidepaths.
- Select optimal products and tax-efficient accounts suited to client needs.
- Apply risk management, rebalancing, and stress testing to safeguard portfolios.
- Monitor performance and deliver clear, straightforward reporting on results.
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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