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Asset Management Training

Asset Management Training
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.
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 the chosen one.
EmersonPolice Investigator
The course was essential to meet the expectations of my boss and the company where I work.
SilviaNurse
Very great course. Lots of rich information.
WiltonCivil Firefighter

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