from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
The Equity Investments Course provides a straightforward, practical approach to assessing clients, setting goals, and turning them into specific return targets and drawdown thresholds. You'll learn to create an equity selection pool, filter stocks, evaluate companies, and develop targeted investment rationales. Then, build focused portfolios, handle risks, rebalance methodically, and track results with solid, practical measures and processes.
Elevify advantages
Develop skills
- Equity research modelling: create short, client-focused investment rationales quickly.
- Valuation expertise: use P/E, EV/EBITDA, P/S, and DCF for actual stock choices.
- Portfolio building: determine position sizes, manage risks, and develop targeted equity collections.
- Risk handling: identify main risks, test stress scenarios, and establish firm boundaries.
- Client matching: convert profiles into return goals and drawdown acceptance.
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
As suas aulas são perfeitas. Adquiri o pacote de um ano e, finalmente, tenho a oportunidade de acompanhar diversos temas do meu interesse sem precisar mudar de plataforma... agradeço por tudo o que fazem, já recomendei vocês a outras pessoas...

Giulio CarloAluno de Marketing Digital
Eu gosto de como as lições são direto ao ponto e como eu consigo alterar capítulos e pular conteúdos que não preciso.

Mariana FerresAluna de Fotografia
Gosto do conteúdo e do modo de apresentação e transcrição de vídeos, o que acelera o processo!

Luciana AlvarengaAluna de Design de Unhas
A plataforma é rápida, simples de usar. A diversidade de conteúdo e os vídeos complementares ajudam muito no aprendizado.

Giulio CarloAluno de Engenharia de Prompt
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