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Investment Choice Course

Investment Choice Course
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.
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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