Banking investment Course
This course provides essential skills for banking investment professionals to deliver compliant, client-focused advisory services through portfolio construction, product selection, risk assessment, and effective communication.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This Banking Investment Course equips you with practical tools to profile clients, assess risk tolerance, and match suitable products while adhering to regulatory standards. You will learn to construct starter portfolios, explain risk and return in straightforward terms, address objections confidently, and choose cost-efficient retail products, enabling you to provide compliant, client-centred solutions with defined next steps and continuous support.
Elevify advantages
Develop skills
- Portfolio design: construct starter allocations, glidepaths, and rebalancing rules.
- Product selection: select funds, ETFs, and bonds with emphasis on cost and tax efficiency.
- Risk analysis: evaluate volatility, drawdowns, and diversification to align with client objectives.
- Client profiling: convert goals and risk tolerance into appropriate portfolios.
- Advisory communication: articulate strategies clearly and manage client objections.
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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