investing Course for Beginners
This beginner-friendly course provides a clear, practical guide to building and managing a simple personal investment portfolio right from the start. You will explore main types of assets, basic principles of risk and investment timelines, options for tax-efficient accounts, and practical examples of how to allocate funds using small monthly investments. You'll receive ready-to-use templates, tested strategies, and guidelines on behaviour to maintain discipline, steer clear of rash decisions, and monitor your progress during the first year.

from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
This beginner-friendly course provides a clear, practical guide to building and managing a simple personal investment portfolio right from the start. You will explore main types of assets, basic principles of risk and investment timelines, options for tax-efficient accounts, and practical examples of how to allocate funds using small monthly investments. You'll receive ready-to-use templates, tested strategies, and guidelines on behaviour to maintain discipline, steer clear of rash decisions, and monitor your progress during the first year.
Elevify advantages
Develop skills
- Develop an initial financial plan: set goals, manage cash flow, and establish emergency fund objectives.
- Create a straightforward asset allocation: match risk levels, time frames, and diversification needs.
- Evaluate key investment options: shares, bonds, exchange-traded funds, cryptocurrencies, and savings accounts.
- Formulate a 12-month investment plan: outline monthly steps, monitoring, and review points.
- Implement risk management and behavioural strategies: conduct stress tests, set up automatic contributions, and prevent impulsive choices.
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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