Asset Management Training
Gain expertise in asset management using practical methods for building portfolios, controlling risks, tax-efficient investing, and engaging clients effectively. Develop skills to create optimised strategies, limit losses, and confidently support private investors with reliable guidance and tools.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This course offers a straightforward, hands-on approach to assessing private clients, converting their objectives and limitations into effective investment strategies, and evaluating varied portfolios with basic analytical tools. You will master choosing asset types and products, handling risks, rebalancing smartly, minimising taxes, and explaining advice clearly through professional reports.
Elevify advantages
Develop skills
- Portfolio design: quickly create diversified portfolios that account for risks.
- Risk controls: establish limits on losses, safety margins, and tax-efficient rebalancing.
- Client profiling: convert investor objectives and restrictions into suitable portfolios.
- Market modelling: forecast returns, fluctuations, and stress tests using Excel.
- Client communication: explain strategies, 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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